Udit

Bangalore this, Bangalore that.. Hold pune's weather..

Major cheat code for life: Believe that things will work out for you. Not blindly, but through effort. When you expect good things and pair it with action, you start noticing opportunities others miss. Optimism paired with effort is a powerful force.

@bydhruvil @MohapatraHemant Exactly - as how to build part is getting easier, what/why and who to build for would be the most important attribute

@MohapatraHemant I feel like if intelligence will become more and more cheap the only thing which will be valueable will be that how you're utilizing that intelligence. Like i think PMs will be the ones who'll able to have more leverage in this.

99.9% of the world is completely unaware what is going to hit them in <5yrs: incredibly powerful, cheap intelligence. The way we are all addicted to information, glued to our screen 24x7, we are about to get addicted to hyper-intelligence. Work is growing 10x from here, unf, not reduce.

Your salary is not based on how important is your job. It’s based on how many people can do it AND how much value it brings.

Knowing what to build, for who, and how to get them to use it is actually harder

Your fuck ups will not be remembered, only the bangers so just start trying shit

🤣🤣🤣

There is always another job, another city & another love. But never another life. Don't be afraid to leave & start over.

another gem has been found

@goindiastocks This is so true, but the political leadership irrespective of parties are too busy with freebies policy and staying in power that difficult decisions scare them a lot

Bernstein just wrote an open letter to India's Prime Minister — and it is asking some hard questions. (23rd April India Strategy note) 👇 1/ The employment question is existential, not cyclical - India's 10–15 million strong IT/BPO workforce — the backbone of the aspirational middle class — is directly in Gen AI's crosshairs. Manufacturing can't absorb the slack at current trajectory. The real question: does the next growth leg create engineers and product builders, or mostly drivers and delivery staff? 2/ Agriculture is stuck in a 1970s policy loop 42–45% of the workforce. 15–16% of GDP. - Below 1-hectare average holdings. Monsoon-dependent farming. Loan waivers instead of reform. The farm laws rollback made things harder, not less necessary. Rs 3–4 trillion in annual input subsidies need to shift toward post-procurement income transfers — and cold storage/logistics investment is not optional anymore. 3/ India risks becoming a permanent AI consumer, not a creator - Data centers are not a strategy. India doesn't own a single frontier AI model. If Indian data keeps training US and Chinese models while domestic capability goes unbuilt, the IT services sector hollows out with nothing to replace it. Bernstein's ask: fund domestic foundation models, build compute capacity, and push global AI companies to list in India — sharing value with the public. 4/ Manufacturing ambition keeps outrunning manufacturing depth - PLI created momentum, but the share of manufacturing in GDP is still stuck at 16–17%. Even in EVs, battery cells — 30–40% of cost — are largely imported from China. The pattern of late entry into industries after global supply chains are already formed needs to break. The next bet must be placed before the race is lost — automation, robotics, advanced materials, AI-integrated manufacturing. 5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities. 6/ R&D spend of 0.6–0.7% of GDP is not a serious number for a country with semiconductor ambitions Merit-diluting reservation policies are hollowing out research institutions. Without fixing the talent pipeline and funding base, aspirations in AI, deep tech and semiconductors remain exactly that — aspirations. Bernstein's closing line: "India does not lack capital, talent, or ambition. What it requires now is a sharper willingness to take difficult decisions early, rather than defer them. The window to act is still open, but it is narrowing." #nifty #india #stockmarket #investing -------------------------------- Informational only. Not investment advice. Investments subject to market risk. | GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014. For Serious Investors → goindiastocks.com Follow us for more insights.

Fate of India is w/50 (maybe 100) mn citizens who cant/wont emigrate. This is the long and short of the India story. Rest of the 1.3 bn dont matter

The greatest trait you can acquire is to work with tremendous intensity on things that matter to you, and more importantly, be strangely unbothered when those things don't work out.

Remind yourself often.

Mentally healthy people are often delusionally optimistic.

@RohitAryannn Demand side

d2c brand owners are more scared than those who will lose their jobs, if you know you know.

Waterloo kids learned how to cold DM

Life is a game of interest, No permanent friend, No permanent enemy.

Recruitment is sales of people Fundraising is sales of equity Marketing is sales of attention Engineering is sales of ideas Whether you’re in “sales” or not you’re selling

all billionaires are blunt communicators simplicity lovers clear thinkers action takers high agency lesson in there

An underrated career cheat code: Be easy to work with. Show up early. Don’t wait to be asked. Push information to your boss. Be reliable and consistent. Don’t gossip, whine, or complain.

The purpose of knowledge is action, not more knowledge.