Why having sovereign AI is more critical than ever ..

🇮🇳 Gukesh: "I just need to manage myself better" The reigning World Champion reflected on some of the challenges he has faced in recent months: "In chess, you need to be objective. You need to obey the demands of the position. When you want a result too much, it starts to interfere with your objectivity. That's exactly what's happening to me. I've lost many games that I should have simply defended and saved. So yes, it comes down to self-control and managing expectations. There is no excuse for a lack of objectivity. That's the job of a professional, and I haven't been doing it well enough. I just need to manage myself better. Be more disciplined at the board and control my ambitions better. Ambition is good, as long as you're in control of it."

Many people worry that AI will take jobs. History suggests a different possibility. Refrigerators, electricity, highways, and the Internet created opportunities for entire ecosystems. AI may follow the same path. The invention creates the opportunity. The application creates the fortune. #AI #Innovation #Investing #Technology

🇨🇳 Ding Liren: "When will i regain the courage?" Ding Liren reflects on his tendency to settle for draws and wonders when he'll regain his fighting spirit: "To draw or not to draw is an eternal topic. Since 2024, because of carelessness, even when I had advantageous positions, I failed to realize it and repeatedly headed for threefold-repetition draws. Against Gukesh, I even reenacted the tragedy of 'the better side playing for a draw while the worse side fights for a win.' When will I regain the courage I showed with Rg6?" Ding is referring to his famous Rg6 move against Ian Nepomniachtchi in the game that made him World Champion.

India has no shortage of people or talent. The opportunity now is to convert that talent into greater productivity, prosperity, and innovation. Population gives strength. Productivity gives prosperity. The future belongs not to countries with the most people, but to countries that unlock the full potential of their people.

🇮🇳 PRAGGNANANDHAA IS THE NORWAY CHESS CHAMPION 2026 👏👏👏 #NorwayChess 📷 Norway Chess / Tor Nilssen & Kjetil V. Tveito

"[Magnus is] trying to play for a win with any color, any position, and probably that's why he lost a lot of games. But, you know, the young generation needs to learn from his chess." - Javokhir Sindarov #NorwayChess

Google which is cash surplus, just announced an additional capital raise of $80 bn. Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together. It’s a wake up call to all companies to invest into the future, whatever the present maybe. Now that IPL is done and dusted, time for India to focus on business of business.

“When KFC came to China, 24 people went for the job. 23 were accepted. I was the only one rejected.” - Jack Ma

The biggest flex in 2026 is still the ability to learn.

The six signs that can confirm whether I have arrived as an investor: What's your score? 1. The "Silo" Mindset: I can make decisions to buy, sell, add, or reduce positions without waiting for consensus or seeking validation from others’ opinions. 2. Comfort with Uncertainty: I can translate half-baked data into conviction by connecting the dots instead of waiting for 100% clarity. If there were complete certainty, the stock likely wouldn’t offer meaningful upside. In other words, once the entire village knows the story, who is left to buy? 3. Ruthless Capital Allocation: I can ruthlessly cut bad decisions (including high conviction names) via stop-losses to protect capital, while aggressively topping up your winning ideas. 4. First-Principles Thinking: I have the habit of dissecting a business or macro event down to its foundational economic realities (cash flows, unit economics, supply chains), rather than accepting management narratives or broker reports at face value. 5. Ego Zero: I have the humility to instantly flip my thesis from bullish to bearish the moment new, contradictory facts emerge, completely overriding my own biases or past public stances. On a bad news, sell first, think later! In other words, I should be able to say, "Yes, I was wrong," without embarrassment or ego getting in the way. 6. The Hungry Bird: Committing to compounding my knowledge by learning at least one new thing every day, with a relentless focus on playing the long game rather than chasing short-term noise. The art of balancing between "what's now" and "what could be tomorrow".

I never tracked all this, yaar. You guys know my journey better than me. Anyway, each journey is different. I can’t copy RJ or RKD’s success stories, nor can anyone copy my journey. Circumstances are different. Broadly, the idea is to make measured risk-reward investment as per your risk appetite and wallet size. All this analysis is just good for entertainment. May the force be with you, my dear friend!! 🤗💕🚀

5 years. Bought my first home after I made 10 Cr. Never really was too interested in property investments. More or less fully invested in market, never a 10x or 100x plan but each stock bought with hopes of 2x in 2-3 years

Magnus Carlsen: "He [his son] lights up my day every time I see him, so I cannot stay too mad after losses." youtube.com/watch?v=h1ko3zUd…

Your future is being built by what you repeat daily.

India's future in EVs, batteries, solar energy, green hydrogen and energy storage will not be decided only by demand, capital or policy. It will also be decided by who controls the underlying supply chains. Today, a significant part of the global ecosystem for critical minerals, battery materials, refining, manufacturing equipment and process know how is concentrated in China. This is not a criticism. It is a recognition of decades of planning, investment and execution that have made China the dominant player in several strategic industries. For India, the lesson is clear. Strategic industries cannot depend indefinitely on external supply chains. We must accelerate domestic capabilities in mining, refining, advanced materials, manufacturing equipment, technology and R&D with urgency and consistency. In the 21st century, strategic influence is exercised not only at borders but also through technology, supply chains, critical minerals and manufacturing ecosystems. Excessive dependence in any of these areas can become a strategic vulnerability. Energy security, economic security and national security are increasingly becoming one and the same. The goal is not isolation. The goal is resilience. India does not need to replace the world. But India must build sufficient domestic capability so that its growth story is never hostage to external dependencies. The sooner we do it, the stronger India will be. 🇮🇳

Some concalls are worth listening to vs reading. Gives a different flavour and sense of underlying tone & confidence

Nobody who ever gave his best regretted it.

Every developer has two personalities:😅 Easy, I’ll build it. and Why did I even start this?