Parth Patel

Enterprise software is not being killed by AI , it's being upgraded. The fear that AI replaces software is wrong in the same way people feared cloud would replace software in 2014. It didn't. It expanded the market.

Causal chain — Hormuz shock → India market impact Nifty 50 target (12M) ->25,900

The installer-as-influencer model scales: Plumbers, electricians, and tilers on YouTube/Reels are already shaping brand decisions. By 2028, every major B2B brand has a structured creator program for trade professionals.

As on date, the 'bania' community- 1% of India's population contributes15%+to GDP. That's the world's most efficient B2B salesforce.

Humanity is hurtling toward a point from which there will be no return.

@xmayeth @grok - where are this pages from?

A friend quit his quant fund job and sent me 2 pages. “These are the key formulas I used to make money on Polymarket. $400K a year. If you can apply them, you’ll get rich.” I didn’t believe him. I dropped both pages into OpenClaw and sent one prompt: “build a bot for Polymarket.” Then I left for the gym. When I came back, there was a Telegram message from the agent: “MVP is ready.” Now it’s been making me $150 a day for 4 days straight. I attached both documents. Drop them into your AI agent and tell me what it builds.

ONCE INDIA STOPPED WAITING FOR GROCERIES, IT STOPPED WAITING FOR ANYTHING

Complexity is revenue generation mechanism disguised as taxpayer benefit.

Try to understand the appearance of the new. Everybody in the world wants to become new, because nobody is satisfied with the old. Nobody will ever be satisfied with the old because whatsoever it is, you have known it. Once know it has become repetitive, once known it has become boring and monotonous. You want to get rid of it. You want to explore, you want to adventure. You want to become new and yet when the knocks on the door, you shrink back, you withdraw, you hide in the old. This is the dilemma.

@fordhsmith Agreed. Systems become friends at that time to maintain discipline.

@BeingParthPatel That level of patience and discipline is next level, not everyone can pull that off 💪

To perfectly time equity markets during that downturn, an investor would have needed the resolve to rebalance into that dire economic backdrop.

False equity market bottoms also make it difficult to identify a true bottom. Two of the five downturns we reviewed (2000–02 and 2007–09 downturns) contained so-called “relief rallies” when equity markets pared back some of their losses. Both rallies were considerable, returning more than 20% to investors using daily data, and it would have been easy to confuse them with an end to the downturn, as many common momentum signals turned positive. But these rallies were eventually overtaken by the challenges that originally prompted the downturn, and equity prices eventually fell to lower lows.

equity market downturns are chaotic environments that are rarely short-lived.

@yamigautam This is what happens when an industry has zero transparency and gatekeepers monetize access. Film economics are broken when marketing budgets include literal extortion.

There is something iv been wanting to express since really long, I feel today is that day & I must . This so called trend of giving money, in the disguise of marketing a film, to ensure good ‘hype’ for a film is created or else ‘they’ will continuously write negative things (even before the film is released), until you pay ‘them’ money feels nothing but kind of extortion. Just because this arrangement is accessible to anyone- whether to ‘hype’ a film or spread negativity against another actor/a film is a plague that is going to affect the future of our industry in a big way. Unfortunately if anyone feels- it’s harmless & let’s do it because it’s the new ‘normal’, is mistaken. This monster of a ‘trend’ is eventually going to bite everyone. If truth is exposed about a million things under the garb of who & what ‘success’ is over the past 5 years esp , unfortunately it’s not going to be a pretty picture for many. In South no one can dare do such things because the industry stands united on lot of fronts. I urge our esteemed producers, directors & actors to come together in order to arrest this termite of a culture at this stage itself & discourage it . I say this as a wife of an extremely honest man who has given everything to this film with his undying hard-work, vision & grit along with his team to create something that I know India shall be proud of. I say this as a deeply concerned member of the fraternity who, like many other industry professionals, wishes to see Indian cinema blossom with its best potential & not the other way around. Lets not kill the joy of film making & presenting it to the world & letting the audience decide what they feel. We need to protect our industry environment. #ChardiKalaa 🙏🏻 #JaiMataDi 🙏🏻 #Dhurandhar

Took 8 years to go from 0.5% to 1%. T Took 18 months to hit 3.4%. Next stop: 5%+ as JGBs get dumped globally. The yen carry trade unwind is just starting. This reshapes every Asian currency calculation through 2026.

The BoJ printed ¥580 trillion buying bonds to keep yields at zero. Now they're losing ¥9 trillion per year on the portfolio as rates rise. It's not policy reversal - it's forced capitulation. When your central bank has negative equity, somebody pays. Spoiler: it's savers.

Japan's 30-year bond just hit 3.4% - highest since 2000. Everyone's talking about "normalization." Wrong. This is the endgame of a 25-year monetary experiment that was always going to blow up. ¥253 trillion debt-to-GDP says this gets ugly fast.

Prediction: 95 by Q2 2026 as reserve depletion accelerates. Smart money already rotated to dollar assets in March. Retail still thinks "RBI will defend it" while reserves drop 15% YoY.

Look at the data: every EM currency with >3% fiscal deficit + energy dependence got destroyed in 2024. Rupee held 83-84 for 18 months through RBI intervention burning $100B+ in reserves. That dam just broke.

Everyone talking about the rupee hitting 90 is missing the point. India's running a $150B+ annual trade deficit while the Fed holds rates at 5.5%. Basic arbitrage. The real question: why did it take this long?