Rushabh

Honestly, my favorite activity is visiting manufacturing plants across India and meeting some amazing founders. And this is just the perfect timing for manufacturing automation in India! I was reading the PwC–Observer Research Foundation report, which estimates that AI will help India’s manufacturing MSMEs create $135–150 billion in value by 2035. But only if we move MSMEs from their current 35.4% share of manufacturing GVA to 50%. That's the gap we need to close right now... India has 7.5+ crore MSMEs employing around 35 crore people, which makes the sector one of the largest economic engines in India. Remember, if manufacturing reaches 25% of India’s GDP and MSMEs increase their share of manufacturing value to 50%, the sector is projected to unlock $3.88 trillion in growth by 2047. Right now, India's MSMEs have a 74% productivity gap with large firms. Just walk into most small plants, and you'll see how manual quality checks, unplanned downtime, and energy waste you can literally feel. BUT... Here is the good news is that our manufacturing expanded 8.1% in December 2025, the highest in over two years. Right now, we need an estimated $500 billion in AI infrastructure investment by 2035, no matter what, and there is a massive $100B+ demand opportunity for MSMEs to supply the physical backbone, like cooling equipment, standardized piping, and industrial chambers, to new data centers and semiconductor plants. The future of Indian manufacturing is just super exciting...

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I always watch this everyday and whenever I feel ashamed to ask for anything. It works all the time for me.

You're on a 10 hour flight. Which seat would you choose and why?

Everyone’s missing the real story here. xAI didn’t beat competitors by moving faster. They beat them by ignoring the rules competitors follow. The 122-day Colossus buildout? Powered by 35 unpermitted gas turbines that the EPA just ruled yesterday were operating illegally. The company exploited a local loophole classifying trailer-mounted generators as “nonroad engines” exempt from Clean Air Act permits. They ran those turbines for over a year in South Memphis, a majority Black neighborhood where cancer risk is already four times the national average. The “city-level power” comparison in the tweet is accurate. xAI essentially built a 422 MW power plant in a residential area without any environmental review, public notice, or pollution controls. The Shelby County Health Department only permitted 15 turbines. xAI operated 35. While OpenAI and Anthropic are waiting 12-24 months for grid connections and permits at their Stargate and Rainier facilities, xAI discovered you can move faster if you simply don’t ask permission. Oracle’s OpenAI data centers just got delayed from 2027 to 2028 due to labor and material shortages. xAI’s secret? Skip the permitting process entirely, deal with the lawsuits later. The expansion to Colossus 2 across the Mississippi border wasn’t “genius” site selection. It was jurisdiction shopping after Tennessee regulators started getting heat from NAACP lawsuits and EPA scrutiny. This tells you everything about how Musk views regulatory compliance as a competitive moat to be tunneled under. SpaceX and Tesla have the same pattern. Move fast, break environmental rules, pay fines later. The EPA ruling yesterday closes the loophole. Future xAI expansions will face the same permitting timelines everyone else deals with. The “speed advantage” was a one-time regulatory arbitrage play, and it came at the expense of Memphis residents breathing 2,000+ tons of NOx emissions per year.