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"The bond forged by a shared purpose is stronger than blood"
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Hon'ble Prime Minister of India @PMOIndia
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Devendra Singh Mahra
3.8K posts
Devendra Singh Mahra
@devendrasm
उद्यमो भैरव: Udyamo bhairavaḥ (Vigorous, continuous effort leads to the realization of the divine consciousness) @IndusForward | @UdyamoX | @GoljyuX
उत्तराखण्ड, भारत Inscrit le Şubat 2019
918 Abonnements248 Abonnés
My current mental model basis what I am seeing around me and at InfoEdge in all our verticals - Naukri, 99acres, Jeevansathi and Shiksha.
1) AI is fundamentally deflationary for businesses.
2) When the cost of intelligence drops toward zero, the cost of doing many things drops with it.
3) Everyone becomes more productive but no one stays differentiated for long.
4) The natural outcome? Price compression. Margin pressure, Commoditization.
5) We’ve seen this with the internet, cloud, SaaS. AI is doing it to cognition itself.
But this is only half the story.
6) AI is deflationary for existing markets
and expansionary for new ones
The big mistake
7) Using AI just to do the same things cheaper. That’s a race to the bottom.
8) The real question is, What becomes possible now that was previously impossible?
Three ways I see AI creating real advantage
1) Solving problems that were too expensive to solve or not solvable earlier
2) Serving customers who couldn’t be served before
3) Delivering experiences and quality that wasn’t possible to deliver before
In other words
Don’t just lower costs. Expand the market. Because when capabilities commoditise , value shifts to,
– Distribution and Customer Relationships
– Brand
– Trust
– Proprietary data
– Ecosystems
The winners in the AI era won’t be the most companies which are the most efficient.
They’ll be companies with the best imagination
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@sbikh
Agree... well put.
Focus on expanding markets, new products/services/solutions... rather than just reducing costs and improving efficiency.
"The winners in the AI era won’t be the most companies which are the most efficient.
They’ll be companies with the best imagination."
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@neeleshmisra @neeleshmisra Ji, what are the responsibilities of a creator?
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I would love to know what has changed in his perspective on responsibility as a creator since then.
Hindustan Times@htTweets
Comedian Samay Raina has staged a striking comeback on YouTube with his latest stand-up special, Still Alive, following the India’s Got Latent controversy. And the set has clearly struck a chord with audiences worldwide, going on to become the most-watched full-length stand-up comedy special globally, based on total views garnered by a single upload. #SamayRaina #StillAlive #YouTube Know more 🔗 hindustantimes.com/entertainment/…
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@prakdadlani Till it remains easier to make money in other ways, manufacturing won't be first choice for people.
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@prakdadlani Mostly not going to happen. The education and training 2nd generation gets is not same as what first generation gets. Options both had are different.
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India & China both have the same problem.
The 2nd generation factory owners are often not as passionate.
The first generation built with struggle.
They took risks, worked long hours, and fought to survive.
The second generation inherits comfort.
The factory is already running.
Money is already there.
The market is already built.
So, the hunger drops.
A lot of them:
- don’t want to run operations
- were pushed into the family business
- like ownership more than responsibility
And slowly, strong factories are becoming average factories.
Meanwhile, new founders enter the same industry with more energy, speed, and ambition.
That is why many old businesses decline while newcomers rise.
A business cannot survive on family name alone.
Every generation must earn it again.
What needs to change to solve this?
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@x_rahulraj I would highly recommend everyone to start taking guest lectures regularly with some measurable goal in mind at nearby colleges to develop a better understanding of what the actual problems are.
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How will such university sustain itself? Govt funded or funded by fees paid by students?
A world class university is difficult when it has to make money also.
These ideas are great in theory, very difficult to implement on ground with its own set of challenges.
How do you make people original thinker when the major focus is getting employment.
If a university's success is measured by placements and packages, and other activities to attract students, that is what they will need to optimize for
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The next wave of progress will be driven by fundamentals. Basic science, mathematics, and core engineering will become critical. AI is a powerful tool, but overreliance on it will make majority of people intellectually passive over time.
As deglobalisation reshapes economies, nations will be forced to return to first principles. Rebuilding manufacturing, technologies, and supply chains from the ground up.
That shift will demand a strong ecosystem of capable teachers, rigorous engineers, and curious, disciplined students working closely with industry.
A truly world-class university will cultivate original thinkers, people who question assumptions, focus, cut through noise, and, most importantly, operate with a clear sense of purpose.
Devendra Singh Mahra@devendrasm
@x_rahulraj What would a world-class university look like in AI and deglobalization era?
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@x_rahulraj What would a world-class university look like in AI and deglobalization era?
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Wise Prime Minister and CMs would create opportunities for the best talent to stay and build world-class universities and companies, providing the facilities, security, and infrastructure they need so they don’t feel compelled to move to the United States. Instead, we remain stuck in corruption, appeasement, and sycophancy.
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My first new car at the age of 53...🥴
EMI for 5 years, at least the loan guys will pray for my good health
😎😎😁😜😜
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@veryrv75 We can start companies much more easily now. We can do it from a very low cost of living place too.
If you have talent, you can make it in India today. That was much harder in the socialist raj days.
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In the 1980s, most IITians would go abroad. In 1989, when I graduated from IIT Madras, I remember feeling extremely dejected about our country. Punjab, Kashmir and Assam were all burning.
My heart was not in engineering. I was mostly reading books in Economics and Philosophy - we had a good library. The burning question in my mind was "Why are we so poor?"
Some of my classmates and I wrote an article in the IIT campus newspaper in late 1988-early 1989 (there were two newspapers, Focus and Spectator, and I believe we published in Focus, they were reproduced using "cyclostyling" machines - please look them up!).
In my vague recollection, the thrust of the article was that the IIT system was failing to serve the needs of the country and the country itself was facing a profound stagnation (I wish I could get that article now - a copy may be in some dusty basement in IIT). I want to know what I thought and said as a 21 year old in 1989 that I agree with and what I disagree with today.
By 1989, I had become a committed anti-socialist, having lived through the socialist stagnation of India. By 1989, the collapse of the Soviet Union was on, and China was in turmoil - the Tinananmen student protests and their forced suppression.
By 1991, India needed an emergency IMF loan. The 1991 economic reforms by Shri Manmohan Singh happened due to pressure from the IMF. So you can imagine the mood in 1989.
That was the India I left in 1989. I was feeling miserable to leave but hopeless to stay. In 1990, I came home for a visit and thought of dropping out of my PhD and staying home. I was home sick.
I started to study Singapore and Japan during 1990-94 in my PhD years - the "Why are we so poor" question. By 1994, I decided I would be in the private sector and took up an R&D job in Qualcomm.
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@svembu @BhatlaVikram @svembu Ji, what is the biggest friction point and hurdle that is stopping this from happening?
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We have been poor because we waste our talent on a truly massive scale.
Zoho is built by very ordinary Indians from very humble backgrounds. That kind of talent pool is there everywhere in India. We have to tap it to create tens of thousands of companies like this. At that point, we will be shockingly wealthy as a nation.
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Raju Narayana Swamy was my classmate in IIT Madras. He also had a very high rank in IIT JEE 1985, my recollection was AIR 10 and he came from small town Kerala and most top rankers were from the big cities so he stood out.
Most of our classmates - including me - went abroad. He chose to stay in India.
Sann@san_x_m
His name is Raju Narayana Swamy. In 1991 he secured AIR 1 in UPSC. The best rank in the country that year. He had a computer science degree from IIT Madras. MIT offered him a scholarship. He turned it down. He said the poorest Indians had paid for his IIT education through their taxes. He owed them something back. So he joined IAS. His first posting: a real estate developer wanted to fill a paddy field. Sixty poor families said they would flood. He refused permission. He was transferred. He exposed illegal land deals by the children of Kerala’s Public Works Minister. The minister resigned. He was transferred. He uncovered corruption at the Coconut Development Board. Officers were suspended. He was transferred. He fought corruption in civil supplies. He was removed before he could finish. 32 transfers in 34 years. He once wrote formally asking why he was being paid a salary for work that was never assigned to him. In 2025 the Supreme Court dismissed his plea for promotion to Chief Secretary. Despite AIR 1. Despite 30 years of service. He also wrote 34 books. Won the Sahitya Akademi Award. Holds a PhD in law. MIT offered him America. He chose the people. India’s system sent him one message for 34 years. Honesty will cost you everything. He paid it every time. Follow for real stories India never makes headlines about.
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Humanities jobs will survive AI. The joke is on STEM for making their theories and work verifiable. 😁 /s
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@svembu May be not in the same form. New age AI native services firms coming up selling outcomes instead of time/effort
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@swapnakpanda Everything is content.
Everywhere, there is engagement farming.
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A founder in India fired an employee in just 4 weeks after hiring.
The founder used Lovable and accused the employee isn't performing at even 50% of his speed.
The same Lovable that was found yesterday of a big cyber security breach.
Who will tell these founders, AI may run faster, but you need a human to build a secured production-grade system?
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@vijayshekhar I think building/assembling is the easier part, getting to orders and sustainable revenue stream is the tougher part.
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@vijayshekhar If you can share some ideas, it'll help us and may be others also :)
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Like I had said before. Drone Tech is defence tech’s QR like moment.
One can build a huge company on drone tech workflow and value chain !
Bloomberg@business
The Pentagon’s largest-ever budget request earmarks $75 billion for drones and technologies to counter them, mainly for a massive increase for a little-known office working with US commandos, according to defense officials bloomberg.com/news/articles/…
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