Brutal truth: US owns chips & labs. China owns fabs & scale. India? We import compute, rent models, ship apps. Missing: GPUs, fabs, deep R&D, patient capital, AI-universities, gov procurement. Until compute capital campus click, we’re users not makers. #AIinIndia

The modern stock market was born when Gilded Age financiers severed the link between a share's price & the tangible, physical assets behind it. Traditionally a stock represented something concrete a $100 par value standing in for $100 of actual "stuff" but figures like Jay Gould, J.P. Morgan, and Rockefeller pushed a more abstract idea of value. That abstraction is framed as the same mechanism that produced Rockefeller, the world's first billionaire, and now Elon Musk, the first trillionaire. #SpaceX

Plot twist of the AI boom: the company quietly holding it together isn't Nvidia or TSMC it's the MSG people. Ajinomoto's chip film is so essential and so monopolized that demand's now maxed out to 2030. #AI

China will let Pakistan use its Mythos-like AI for Stuxnet-type digital attacks on India or physical attacks via robo-terrorists. US will deny India access to SOTA capabilities for whatever reason. What are the options? Our tech visionaries should consider AI correctly by seeinh beyond "application layer" and mass use-cases.

RT @SushantSin: And you expect FDI to come in when domestic investors sitting on piles of cash are not investing in India. t.co/4DT…

India's demographic dividend is fading fast. Most of the population growth will now come from Dehaat - teeming millions with no skills and caste angst looking for sarkari jobs Ladla/Ladli schemes. India should focus on growth and forget macrostability for the next ten years.

Software platforms are going to be rebuilt for agent-first.

IS THIS THE BIGGEST STOCKMARKET SCAM EVER??? MOVE OVER, HARSHAD MEHTA. Rajesh Exports, according to Reuters, faked Revenue of USD 158 billion ( Rs 15.5 LAKH CRORE). It was not there. And no one knew. Including SEBI. For 5 years. My head is spinning. Yours? And reportedly LIC invested in this fraud. How????? It is a listed company. Whoa! It is a developing story . Do listen in. Share. #NoTelePrompter

Indian companies are begging the Americans for access to their newest AI models, e.g. Mythos. They are spooked that their entire online business presence could be vulnerable to attacks and destruction. Like a Zamindar in charge of his vast lands, Anthropic has 'allowed' a few firms to get limited access, but not any Indian IT firm, so far. For 20 years now, Indian IT was selling the fraud story that India is an IT superpower. Politics was selling the same. But we only were dumb back-offices, with zero intelligence and R&D ability. And of course geriatric Dhandhos dressed in suits as IT czars. The chicken have all come home to roost. The veil is torn. The game is over. And it's only just begun.

🔥 BIG BREAKING 🔥 ब्लूमबर्ग का बहुत बड़ा धमाका.... रिज़र्व बैंक ने अर्थव्यवस्था बचाने के लिए 12 बिलियन डॉलर में कई टन सोना बेचा है। देश के विदेशी मुद्रा भंडार को बचाने के लिए रिज़र्व बैंक ने 83 टन सोना बेच दिया है... मोदी सरकार की मर्जी से। देश रसातल में जा रहा है। मौजूदा सरकार सिर्फ गाल बजाने वाली सरकार है। देश का गोल्ड भंडार 880 टन था, इस बार सरकार ने गोल्ड रिज़र्व के आंकड़े छिपा लिए हैं। 1991 में भी सोना गिरवी रखा गया था; देश के इतिहास में किसी भी सरकार ने कभी सोना नहीं बेचा। #Bloomberg #RBI #GoldReserve #IndiaEconomy

South Korea has surpassed India with 5 trillion market! South Korea doesn't have Bajrang Dal and Gau Rakshak!

Balls India cannot be written off !

Between stimulus and response, there is a space. In that space is our power to choose our response. #layoffs

Captin is back !!

Two mega-IPOs coming up - Jio and NSE Both with huge foreign holdings - to be liquidated => Forex and INR will be hit, right when BoP is in deep stress and new $ are not flowing in. 1) The upcoming mega listings of Jio and the National Stock Exchange (NSE) could allow large foreign investors to sell their shares and take money out of India. 2) Foreign investors hold around $75–85 billion in these two companies, which is a very large amount. 3) This can be more than 10% of India’s foreign-exchange reserves, so the INR will definitely fall. 4) The rupee’s weakness is not only a trade issue now, but actually a capital-flow issue: money is leaving India while domestic savings are not enough to absorb all foreign selling. 5) Exits may not happen immediately. It could happen over 2–3 years as lock-in periods end and investors gradually sell their shares. 6) Warning: allowing both big listings in the same year is risky as retail investors and domestic funds may not be able to absorb such large foreign selling smoothly. 7) India should slow down, or sequence, or regulate these 2 listings carefully, rather than opening the door to a huge foreign-capital exit at a time when the rupee and FDI flows are already very weak, and the War is on. #Jio #NSE #INR

Is AI bubble about to burst: ▪ Sam Altman now says AI won’t trigger a ‘job apocalypse’ ▪ Starbucks reportedly drops failed AI inventory tools ▪ Pizza Hut franchisees sue over AI they say cost $100M ▪ Microsoft finds AI tokens can cost more than employees

35°C at 7:30 AM in Mumbai, and it already feels like 40°😩. No breeze whatsoever. Don’t recall the city ever being this brutally hot so early. What a panauti year . #MumbaiHeat #Panauti2026 #Mumbairains

Israel's Minister saying "We will not allow any peace deal between US and Iran". So, should all of us then brace for a slow, steady collapse of everything that holds up the modern world economy? x.com/HatsOffff/status/20592…

Big Four and strategy firms were shielded by scale, brand trust, and junior armies doing research, analysis, decks, due diligence, benchmarking and implementation. AI is now hitting exactly that middle layer of consulting work.

Today I discovered that there is an Italian artist @GTomassettiArt who has been making large oil paintings inspired by the Mahabharata. Stunning artwork! I just ordered the book too.