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India needs its own AI capabilities from the ground up, not an open source rebuild. The fragility of the Indian IT services industry comes from the fact that it relies mostly on platforms that are built by others.

The budget finally delivers something meaningful. Also, no tax if your income is less than Rs 12 lakh.

SJ Logistics crosses 37 crore PAT for the year and 14 crore for the quarter. Strong performance continues. Discl - Invested.

Websol continues its strong performance. 9 months trailing PAT at 106 crore. 41 crore this quarter. Depreciation and employee costs have gone up in line with ongoing capex. Otherwise PAT would have been higher. Discl - Invested and biased.

Websol has outlined a detailed execution plan. Ongoing capex doubles capacity in solar cells. Based on the plans in the annual report. Phase 3 should double it again. 116 crore of orders for modules in hand now. Discl - Invested

The firestorm is actually super beneficial. - It is raising awareness about air quality. - It shifts the window on the actual specifics (An AQI of 125-150 is not acceptable). - It is beginning conversations about air quality as a metric of comparing cities. For example, why

India is a capital starved country and more importantly, much more importantly, we run a current account deficit. Net positive foreign flows are extremely extremely important. Especially at a time when US is keeping a key eye on our trade balance with them. Every reduction in

The damage to stock prices through the loss of liquidity has been brutal. Especially for small and micro caps. The pain doesn’t look like it is over but I feel like a significant part of it is done. Valuations were stretched for sure. Stock prices were responding to signal,

Things that Bryan Johnson has reinforced - 1. Less sleep doesn’t make you stronger or strengthen your hustle. It literally weakens your muscles and breaks down your permanent capacity (Bryan Johnson + William A. Wallace, Ph.D.) 2. Health deserves a permanent spot on your priority

AI is a divergent technology. It will lead to many K shaped outcomes. At the bottom, it will increase the zombificafion of humans, complementing what social media is doing. At the top, it will speed up learning and enhance individual outcomes.

My previous profile picture gets the Ghibli treatment.

Hey NotebookLM and Simon. Here are some feature requests for Notebook LM from my experience trying to build a workflow around it. - Adding support for unlisted YouTube videos. - The ability to add only a part of a YouTube video as a source. We could enter timestamps. - The

How does this get amplified enough to become a factor for elections? This is literally something that affects everyone in Mumbai.

India responds to the terrorist attacks in Kashmir. Precision strikes against terrorist infrastructure 🔥 India of today will not tolerate terrorism ‼️ Jai Hind 🇮🇳

We went from using the Internet to help people access the world’s information to using social media to get access to the world’s disinformation. Social media algorithms are being hijacked with lies. This is done because outrage is the fastest way to gain engagement. When coupled

In the last two weeks, India has emerged stronger 🇮🇳 But we also learned where there is scope for future growth. Stronger international allies and better global messaging stand out as areas of growth. India has to create its own bloc. Japan, Thailand, Israel and possibly

India needs to push for something like this. There has to be a way for us to do this while keeping our strategic interests intact.

Great initiative by Coforge! This is a CSR initiative that needs to be replicated all over the country.