Managing Editor, Outlook Business (outlookbusiness.com/magazine)
Joined May 2016
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🚨🚨The Mega #NarayanaMurthy Interview in the February edition of @outlookbusiness 🧵🧵
He talks about:
-IT majors vs AI age
-India's status in the AI race
-Founder ESOPs
-Building culture in #startups
-The true test of corporate governance
...and much more (1/n)
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Deepsekhar Choudhury retweeted
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I learnt a long time ago that there is a big difference between making a living and making a life. In the times to come, AI will get increasingly better at the skills that we've used to make a living. Our imperative will be to instead make lives. Not artificial lives. Or artificial lives. But our own lives and of those we love. As machines get better at answering, and solving what they are asked, our work is to get better at asking, at making, creating, and deciding which questions are worth a life, and refusing to outsource that.
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EVMs Linked To 15 Constituencies Destroyed In Kolkata Fire, Probe On ndtv.com/india-news/evms-lin…
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Deepsekhar Choudhury retweeted
Jun 12
One of our greatest ever, signing off.
Kane Williamson has announced his retirement from international cricket effective immediately.
Head to nzc.nz/news to read more.
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🚨🚨 SpaceX IPO makes Elon Musk the world's first trillionaire
Read more at:
economictimes.indiatimes.com…
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Spotted what seemed like a mom taking her daughters to cricket coaching. Chakde India!
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There is tremendous white space to launch an AI lab with a name that begins with E. Maybe call it Erdos
Should all these IPOs take place as planned, these companies will be replacing the vicious-sounding FAANG cabal — Facebook (now Meta), Amazon, Apple, Netflix, Google (now Alphabet) — with the delightfully sweet-sounding (though truly sour and atrocious if consumed unripe) coterie MANGOS: Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX.
techcrunch.com/2026/06/09/it…
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RT @SushantSin: Last 4-5 paras on India should be mandatory read for India's middle class. "Most investors no longer take it as a given tha…
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🚨Tata chief N Chandrasekaran makes ominious announcement: India's largest IT company will reduce hiring as AI agents take over significant workload
Don't miss @Outlookindia's latest cover story on the social, economic & political consequences of AI nuking IT sector jobs
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Deepsekhar Choudhury retweeted
Jun 9
Interesting fact - In 1985, Prime Minister Rajiv Gandhi launched a campaign to cut bureaucratic red tape and eliminate useless government paperwork. During an audit of recurring official reports, inspectors discovered a bizarre monthly document landing at the central government headquarters in New Delhi.
The report originated from the District Collector's office in Tiruchirappalli (Trichy), Tamil Nadu. Every month, officials compiled a report regarding the export of local cigars meant for former British Prime Minister Winston Churchill. The report traveled from the district office to the Madras Secretariat, and finally to the central government in New Delhi.
The content of this monthly report was always a single word: "Nil."
The bureaucracy had faithfully prepared, signed, and routed this report every month for forty years.
Jun 9
I have been smoking Trichinopoly cigars for years.
Like most cigar enthusiasts, I’ve enjoyed some of the finest cigars from Cuba, Nicaragua and the Dominican Republic. My humidor has seen its fair share of celebrated names.
Yet recently, something surprised me.
A few friends who are serious cigar smokers had never even heard of Trichinopoly.
That genuinely shocked me.
Here was a cigar they had travelled halfway across the world to find alternatives to, without realising that one of India’s own cigar traditions had been quietly surviving for generations.
These cigars have been hand-rolled in Trichy for decades. Long before branding agencies, social media and luxury marketing, they had built a reputation that travelled across the British Empire. So admired were they that they became closely associated with Winston Churchill himself.
And yet many Indian cigar lovers can name every major Cuban brand but know little about Trichinopoly.
That says less about the cigar and more about us.
India doesn’t suffer from a lack of craftsmanship. We suffer from collective amnesia.
We have forgotten how much of what the world admires was once made, grown, distilled, woven, forged and rolled here.
As someone who genuinely loves cigars, this isn’t nationalism talking. It’s appreciation.
When a product has history, character, craftsmanship and has stood the test of time, it deserves to be celebrated.
Today wasn’t just about lighting a cigar.
It was a reminder that some of India’s finest stories are not waiting to be written.
They are waiting to be remembered.
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Deepsekhar Choudhury retweeted
New story:
An Indian billionaire was targeted by the Trump administration.
Then he poured millions of dollars into an obscure startup secretly backed by Donald Trump Jr.
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Deepsekhar Choudhury retweeted
Jun 8
If you've adopted AI at your company but haven't seen any tangible results, read this 1990 article: "The Dynamo and the Computer" by Paul David.
When electricity first arrived, factories that "adopted" it barely got faster. They just swapped the steam engine for an electric one and ran everything else exactly as before: same machine layout, same workflow, same management. Electricity in, no real gains out.
The most common mistake with any new technology is to drop it into the old organization and then declare the transformation done.
The real leap came decades later, when each machine got its own small motor. Suddenly machines no longer had to be lined up around one central drive shaft. They could be rearranged around the actual flow of work.
The productivity gains didn't come from electricity. They came from REDESIGNING THE ENTIRE FACTORY around it.
AI is the same. Bolting it onto your existing process gets you a faster steam engine. The payoff comes when you redesign the work itself.
(link to paper in comments)
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Deepsekhar Choudhury retweeted
Jun 9
Quoted post/article is a very good snapshot of the current global investment mood in AI, centered around America: extreme AI frenzy, massive capex boom focused on AI, all-time high corporate profit margins powered by the AI capex boom that creates immediate revenue and profits for suppliers but amortizes costs for buyers, extraordinarily rich valuations.
On the mirror side, the external portfolio investor view on India is "they missed the bus on AI, gloomy tech outlook".
We will happily take the "other side" of this bet: we don't want to chase the AI cash burn but we invest in all the "boring" categories of long term deep tech investments in India - I am looking at metallurgy as an example.
In 10-15 years, we will see if this works out.
This is not merely a patriotic message. Smart long term investors learn to avoid hype and fashion and figure out what is currently out of fashion that will work long term.
Obligatory Warren Buffett quote: "Only when the tide goes out do you discover who's been swimming naked".
Akash Prakash is an investor with a very balanced view. His thoughts on current situation in India is sobering.
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Deepsekhar Choudhury retweeted
"Bhaiya, dedh kilo intelligence dena, China wala"
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Deepsekhar Choudhury retweeted
Jun 9
The only jobs AI seems to be taking away at this moment in India are of - partners at VC firms 😂
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Deepsekhar Choudhury retweeted
Jun 5
Massive output uptick due to agentic AI. Complete flat adoption.
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Deepsekhar Choudhury retweeted
Jun 7
India’s fertility rate falling below replacement rate should open a new economic conversation.
Replacement rate simply means a country is no longer having enough children to replace its population over time. India still has demographic momentum because we are a young country, but structurally this changes the long-term math of growth.
When fewer children are born, every worker matters more.
Productivity matters more.
Skills matter more.
And female workforce participation matters much more.
But this also creates a tension many developed economies have already experienced:
as women become more educated and participate more in the workforce, fertility rates often fall further.
So the real question is not:
Should women work?
That answer is obvious, economically and socially.
The real question is:
How do we make careers and family sustainable together?
The countries that managed this relatively better did not solve it through rhetoric. They built ecosystems:
childcare, flexible work, shorter commutes, family support systems,
organized care infrastructure.
For years we thought of infrastructure as roads, ports and power. In the next phase of India’s growth, childcare and care infrastructure may become equally important economic infrastructure.
Not just AI. Human participation itself may become one of the biggest growth drivers.
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Deepsekhar Choudhury retweeted
Jun 7
#EXCLUSIVE | Vaibhav Sooryavanshi is headed to England, but he won't be alone. Besides the travelling Indian contingent, the 15-year-old will be accompanied by his parents after the BCCI (Board of Control for Cricket in India) made a special provision in the youngster's best interest.
The decision-makers fully understand the challenges of integrating someone so young into the senior setup and have therefore decided to send Sooryavanshi's parents along to ensure he does not face any difficulties in acclimatising to foreign conditions. The development was confirmed to Hindustan Times Digital by BCCI secretary Devajit Saikia.
More details: hindustantimes.com/cricket/b…
@vroy38 ✍🏻
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Microsoft unveils Majorana 2 quantum chip, which was developed with the help of AI, and says it will have commercially useful quantum machines by 2029 (@stephennellis / Reuters)
(Visit Techmeme dot com for the link and full context!)
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Jun 2
This is the first time 10,000 girls have qualified for JEE advanced. The highest ever. A two fold jump. Earlier 13% now 25% of qualified candidates are women.
Whatay story!
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