🚨 HOLY CRAP! NYC Mayor Mamdani has totally SURRENDERED the streets to thugs This is what a 3rd world nation looks like! The communist does not care about keeping his people safe. Total war zone. He should RESIGN.

Alexander the Great conquered nations at nineteen and you’re too afraid to reverse a capacitors polarity

Spoke to US Secretary of State Marco Rubio this evening. I reiterated India’s strong protest at the attacks by the US Navy in the Gulf that killed three Indian mariners. Such lethal actions against commercial shipping are not justified.

OpenAI is preparing a new AI model, per The Information

Hot take: the best way to eat Indian mangoes is with malai or baby coconut ice cream Had my first taste of the combo in India last week and I’m not sure I can go back 12/10 would recommend

DROP TABLE is the most scalable delete in Postgres. Why? Because MVCC leaves dead rows behind. We break it down in our latest article.

This memo is a loud, ringing wake-up call for the Indian tech ecosystem. For decades, global tech companies have used India as an elastic operational buffer. They hire aggressively during boom times to absorb heavy operational lift & then backshore/lay off teams the moment economic winds shift, wrapping the exit in buzzwords like strategic realignment. The era of being content with handling manual workflows across fragmented systems for Western giants must end. The true future belongs to Indian founders & GCCs that build their own proprietary IP from day 1, where the engineering muscle & the strategic ownership reside in the exact same room.

I want to say a final thing about my Fable first reaction: I dedicated my life to programming and I'll use every innovation in the field, also to extract value and bring it to the local inference world, to Redis, and so forth. But:

Proudly announcing PgDog's $5.5M seed round from @BasisSet, @ycombinator, @pioneer_fund, and others. Running Postgres in prod is hard. PgDog is a modern connection pooler, load balancer and database sharder. It can be deployed anywhere and works with all Postgres hosts, incl. RDS Postgres, Aurora, Cloud SQL, Supabase, Neon, etc. Some cool numbers: 2M queries per second in prod, 20TB sharded, 50 open source contributors. 1 year down; here's to 10 more.

It wasn’t. With rare exception, colonies were unprofitable, meaning more was spent building infrastructure like roads, railways, buildings, etc. than was exported. And look at places like Singapore and Hong Kong. Both were colonies for a long time and yet they are extremely prosperous.

Postgres 19 is in beta, and whew is it a doozy of a release. Each Postgres release is a bit different. Sometimes there is a single marque feature, sometimes there is a bunch of small quality of life improvements, often there is something around performance. Postgres 19 seems like it has really some of everything in it including marque areas. I'm going to spend some time over the coming weeks highlighting some of whats coming. And today I want to start off with a bang, built in REPACK! If you have operated Postgres for long enough, you have probably had a moment where you wanted to reclaim table bloat, rewrite a table, or reorganize data, but you very much did not want to take the lock that came with VACUUM FULL. There has long been an extension ecosystem around this problem, most notably pg_repack. That alone tells you something: users had a real need, and the ecosystem filled the gap. And even then pg_repack came with a few caveats in running it. Postgres 19 brings a new REPACK command into core, including support for REPACK CONCURRENTLY. That's right, not just REPACK in core, but being able to run it CONCURRENTLY just like we do for index creation! This is the sort of feature that may not excite someone building a toy app locally, but it matters a lot once your database is large, busy, and important. The difference between "yes, we can clean this up online" and "we need to schedule a maintenance window" is not a small difference. It is the difference between routine maintenance and a project plan. I expect REPACK CONCURRENTLY to be one of those features that production Postgres users care about more than the average release-note reader might expect.

Postgres 19 is in beta, and whew is it a doozy of a release. Each Postgres release is a bit different. Sometimes there is a single marque feature, sometimes there is a bunch of small quality of life improvements, often there is something around performance. Postgres 19 seems like it has really some of everything in it including marque areas. I'm going to spend some time over the coming weeks highlighting some of whats coming. And today I want to start off with a bang, built in REPACK! If you have operated Postgres for long enough, you have probably had a moment where you wanted to reclaim table bloat, rewrite a table, or reorganize data, but you very much did not want to take the lock that came with VACUUM FULL. There has long been an extension ecosystem around this problem, most notably pg_repack. That alone tells you something: users had a real need, and the ecosystem filled the gap. And even then pg_repack came with a few caveats in running it. Postgres 19 brings a new REPACK command into core, including support for REPACK CONCURRENTLY. That's right, not just REPACK in core, but being able to run it CONCURRENTLY just like we do for index creation! This is the sort of feature that may not excite someone building a toy app locally, but it matters a lot once your database is large, busy, and important. The difference between "yes, we can clean this up online" and "we need to schedule a maintenance window" is not a small difference. It is the difference between routine maintenance and a project plan. I expect REPACK CONCURRENTLY to be one of those features that production Postgres users care about more than the average release-note reader might expect.

the new world order

RBI has shown that, as per them, rupee is undervalued and oversold. Hence measures in which they are taking risks on their books of hedging for FCNR/ECB etc along with broader swaps. Malhotra is clearly not in 100 USDINR camp even as official view is dampening volatility. This combined with tax exemption on government bonds for foreign investors will stabilise the rupee. The index inclusions should follow. Short of crude going much higher, the worst is behind us. So Iran and Trump still matter for reserves won’t be drawn down forever. Meanwhile, the AI trade is clearly having a very nervous moment with massive IPOs around the corner and Big Tech FCF going for a toss. There is just no path to quick profitability for all three models which will list, so the impact on infra suppliers is clear despite all the circular financing. The AI trade is obviously doomed if the Iran thing is not resolved but the more interesting question is what if it is resolved? All the nonsense about mass unemployment aside, AI’s impact in society and business will be hugely positive but still gradual and sector by sector. Indian broad market valuations have come down to 22x TTM from 28x in September 2024. Top line growth is accelerating into strong double digits and so will earnings although the latter ride will be bumpier. Economic growth is constantly surprising on the upside, at least surprising most people though I think it will further accelerate, and overall capital efficiency remains impressive. The Indian offshoring industry gets stronger everyday with new major GCCs every week - despite all the AI hype of ending Indian services. If anything, we are just getting started with AI, AR mixing with DPI/UPI. Indian manufacturing continues to hold its own despite continued Chinese dumping and American return to mercantilism. According to me, Indian growth in the coming years and during some quarters at least will also hit double digits in real terms. The stock market looks extremely attractive and so does the currency plus bond markets. For illiquid assets such as VC/PE with lock-ins, this may be a great entry point as well. Real estate is yet to sustainably fire this cycle in both price/quantity terms and it will as Indian cost of capital further falls. Basically all of India is trading like a slightly bigger Indonesia when it is just two decades from becoming a larger economy than America in hard dollar terms, and in another few years very plausibly bigger than China as well. A kid born today will be 21 in 2047 and will have incredibly better educational and health metrics compared to all previous generations. They will be digital and AI natives, and millions of autodidact geniuses are around the corner. They are going to change - and lead - the world.

BREAKING: Apple is expected to announce new AI powered Siri

🚨 Zohran Mamdani announces the launch of 5 city-run grocery stores in NYC. Experts predict this will significantly increase access to nutritious food in low-income areas.

If Democrats win the midterms, I honestly don’t know if I’ll stay in the U.S. long term. I may end up leaving for good.