Big Air Lab

@TradersConf retail overdoes it for sure… drawing 15 lines and calling it strategy

I've managed over $3 billion for 2 decades at various asset managers and fund houses. Never in my career have I ever seen technical lines on the chart being the decision criterion for any trade decision. Retail lives in a completely different world

@SiddharthKG7 it’s not about the dog… it’s about how disconnected spending starts to look when basics are still a struggle for many

This woman telling another uske dog ko avocado toast bohot tasty lagta hai. Where is this country going bhai.

@AlexHormozi sometimes it’s not about patience… it’s about realizing you’ve been pushing the wrong thing all along

I’m sorry it wasn’t fast, easy, and risk free to achieve your dreams.

@thejustinwelsh it’s less about the number… more about whether you actually know when you’ll stop chasing it

I'd rather be worth $10M and work 20 hours per week than be worth $100M and work 80.

@Mitesh_Engr IT won’t look attractive when it’s actually setting up… it’ll look boring or broken

I was waiting to invest in top IT cos like TCS, Tech M etc . but now will never. Option sell kar ke kar lenge wealth create jaise aaj tak kiya hai..

@yunta_tsai some get wiped… especially thin wrappers with no moat beyond prompt tweaks

If your business model depends on the proxy of frontier models, then eventually your business model will be replaced by the frontier models.

@RakeshK32229480 half the critics wouldn’t say no either if the same door opened for them

I often hear about IITians leaving multi-crore MNC jobs to prepare for UPSC and eventually clearing it When asked why they say things like social welfare or serving society 😂😂 not generalizing everyone knows the reason behind this By the time the retired they amassed more wealth than tier 1 bollywood celebrity

@RMantri relying on imports isn’t a choice problem anymore… it’s what happens when building locally stays slower than buying outside

For a decade now, China has poured tens of billions of dollars via Government Guidance Funds into deep tech startups. Now, through a combination of debt and equity, it’s mobilizing close to half a trillion dollars to fund the buildout of companies in a range of strategic and critical tech sectors. China being China, most of the capital will be routed into SOEs - and the ones that will become successful ventures will become quasi-SOEs over time. The challenge for India is well laid out now. Invest in and build your own, or remain reliant on Chinese imports.

@arpit_bhayani WE fix correctness and suddenly consistency bites you because nodes don’t match anymore

In the last session of my system design cohort, someone asked a simple yet interesting question - aren't correctness and consistency the same thing? They are not, and here's my clarification. Although correctness and consistency are sometimes used interchangeably, they are not the same thing. Correctness means your system produces the right answer. If a user transfers $100, their balance reflects exactly that, no matter which node handled the request or what crashed in between. Consistency means every node sees the same data at the same time. If you write to node A, a read from node B immediately sees that write. This is about visibility and agreement across replicas, not about whether the answer is right. Fun fact - a system can be consistent but still wrong :) If you replicate a buggy write to all nodes instantly, every node now agrees on bad data. That is perfectly consistent. It is also perfectly incorrect. So, correctness is your responsibility, while consistency is a property of your replication model. Hope this helps.

@_adityaa21 the ones hit hardest are the ones with no backup… no induction, no ordering out, no buffer at all

I don’t know why no one is talking about this. I am living in a rented flat in Noida. Our gas cylinder finished 3 days ago but still we didn’t get a new one. Situation is getting worse. Many of my friends are also facing same problem. Earlier they used to get cylinder from brokers, but now even that is not possible. Not everyone has induction, so many people are not even able to cook food. Students and poor people are really struggling right now. Everything looks normal outside, but on ground level it’s not. This is a serious issue.

@kukreja_abhinav people blame valuations… but real problem is access + timing. by the time it reaches here, edge is already priced out

Brutal time to be a AI investor based out of India Most cannot participate in US deal flow because of mandate & valuations. Only option is to invest in the 16th voice AI company with the hope that they can raise another round before Anthropic inevitably eats them too

@thejustinwelsh people don’t make one big wrong decision… they stack small reasonable ones till there’s no easy exit

Ambition is useful until it starts making decisions for you. I know a lot of people 25+ years into a life they didn't want because they couldn't stop saying yes to the next "logical" thing.

@Nishant_Bliss growth needs uncomfortable comparisons… not the ones that make you feel ahead already

Stop Comparing, Stop Finding Pleasure in Pakistan’s Downfall India has come a long way since 1947, and let’s be real, compared to Pakistan, we are at least 10x ahead today. Whether it’s education, infrastructure, healthcare, technology, or overall growth, the gap is very clear. So constantly comparing ourselves with Pakistan, or finding fun in their struggles, just doesn’t make sense anymore. It doesn’t add any value, it doesn’t push us forward. If anything, we should now be looking at countries like Singapore, South Korea, and Japan. These are the benchmarks. Even observing the United States gives direction, even if we can’t directly compare. Because growth comes from looking up, not looking down. India doesn’t need validation anymore. It’s time to move on, raise our standards, and think bigger.

@stengel high risk, medium reward sounds right… you spike oil, unsettle partners, and still don’t guarantee the outcome

There may be no more literal example of America First = America Alone than Trump's threatened blockade of Hormuz. Trump said "many" nations would help: Zero have come forward. The blockade will further alienate nations we should want on our side, China, Turkey, India etc. Iran's calculation that they can tolerate more pain than the US can is still operative. Also, it's very high risk, medium reward.

@Amara_Bengaluru education didn’t lose value… expectations got inflated way faster than outcomes

News/Rumour that majority of Stanford University graduates not getting hired tells us how the new world is operating. I get CVs of people who did their masters in the US and UK, and returning back home not finding the job and the much needed sponsorship abroad. What is the point of burning 50-80 lakhs when you cant find a job that pays you in USD? It will take ages to repay the student loans with starter salaries in India(Provided they get a job in India) Every parent/student who wants to spend a lot of money on an Engineering Law or Business course should think a dozen times before getting in. It has probably come to a point where University education is more about getting the social, business, academic knowledge and less about being employable. Evaluating return on investment is extremely important, more so when parents take hefty loans to fund the education.

@piyush_trades watched this play out so many times… same headline, opposite moves within hours depending on who’s trading it

If nifty had considered the Iran-USA deal failure news as negative and that’s why it opened over 550 points gap down, then why did it recover 350 points on the same day without any new positive news? Either the 550 pts gap down was fake or the 350 pts recovery is fake. Both of them cannot be true at the same time. The day you understand this is the day you stop trading on the basis of news, because you learn that news does not dictate price movements in the stock market. Insiders dictate prices in the stock market.

@safiranand feels less like one big conspiracy and more like a mix of incentives, blind spots, and yeah sometimes outright bias mixed in

There is 100 pct a foreign media propaganda to hit India’s accomplishments by portraying everything negative. While we already knew of BBC, many more have joined in. You may have issues with India on specific points but you can’t have so much negativity for a country. Clearly vested

@unusual_whales medicine/law pay, yeah… but the grind before that isn’t priced in when people quote ROI

Graduate degrees in medicine, law and pharmacy generally have the highest return on investment, a report found per WaPo. By contrast, advanced degrees in social work and psychology generally do not pay off financially.

@theskindoctor13 feels like it will keep growing… just not sure it becomes universal the way people are imagining yet

The way Ambedkar Jayanti is becoming a bigger event with each passing year, I think, in the coming years, it'll become the biggest festival in India, much like Chinese New Year for China or Thanksgiving for the US. It could turn into a seven-day festival, with schools and offices organizing events to commemorate it each day. Indian migrant workers might start returning from abroad to celebrate it. We might even begin inviting foreign heads of state to attend, much like on Republic Day. The state currency could feature Ambedkar, and every year there could be a new tallest statue of Ambedkar, each one taller than the last.

@Ajain112 it works great on a spreadsheet… real question is who actually captures the upside after a year

This whole worker issue is why we so want to setup a unit in Bihar. Sameer actually leaves tonight for the same. He will be there for three days. Workers work from their own state, less cost as compared to cities as they don’t need to pay rent, less food costs too. Win win situ.