JMAI

@sjlazars @ndtv @rahulkanwal Thanking you for your appreciation

A word of congratulations are due again to @ndtv @rahulkanwal and his team, even though I got trolled yesterday for praising them, Their election day show was bang on, I began with chaistop & jhalmuri at 8am and didn’t tune off until 10pm ! Easily the best show on Indian TV !! 🙌🏻 The quality of guests & the show @virsanghvi @KanchanGupta Shankar Aiyyar and others were spot on ! It took me back 20 years ago to the old halcyon days of NDTV election shows Prannoy, Dorab and their guests. Their team of @ShivAroor @PadmajaJoshi @Vasudha156 @VishnuNDTV @jsamdaniel @ranjanasingh95 @JMAI799249 @virsanghvi, @reporter_mohua, @NilanjanUdwin @narlak, @madversity, @TMVRaghav, @GaurieD @ShankkarAiyar @jayanta_ghosal1 @SreyashiDey @GargiRawat @RittickMondal @dpkBopanna and many many more were just superb. Kudos @ndtvindia #Elections2026

@TheRealBradLea yes, and then still stood there to be counted amongst the 0.1%, that was entering the class !

You went through hell, and still showed up like nothing happened. Welcome to the 1%.

Friends tomorrow, 4th May do watch me on NDTV, as we explain all the numbers to you. youtube.com/watch?v=sZS7lr… Its going to be a lot of thrill @ndtv

Friends, penned a piece on why psephological estimates vary so much for the TVK in Tamil Nadu.Its about first principles ndtv.com/opinion/analys… @ndtv @TVKVijayHQ @ChunavIndiaIN

AI is yet to see its genuine use cases. Companies are currently working on creating an item on their P&L that they have invested in AI. The monetization is yet to come. Time for the real players to come in and for the Pseudo ones to move on..

Friends, we did a fantastic number driven show last night @ndtv , on the final prospects in Bengal youtube.com/live/a7OAMrib5…

@PadmajaJoshi @htTweets The Left always talked about other parties being Brahmin Baniya, but they had the most restricted leadership

95% of West Bengal CMs come from upper caste Hindu backgrounds. Via @htTweets

@TheClubJunto The ability to rent out a Decision Engine is key. That is the key. The key is how complex decisions can these engines handle, or they are mere workflow + Rules Engine Automations

Accenture vs. Indian IT: Who Wins the AI Battle 1. Accenture’s AI Pivot: Betting that AI will be so powerful that it will replace IT services. 2. TCS/Infosys Domain Expertise: Betting that “Enterprise Complexity” will be so high that clients will needs IT services. INSIGHTS: Accenture: IT’s “Kodak Moment” a. Replit: In April 2026, Accenture invested in Replit, a platform that uses agentic “vibe coding” to build enterprise software. Instead of billing a client for 50 junior developers to write code over 6 months, Accenture can license the “Replit” platform to the client to do the same job in days or weeks. b. AI Refinery: Launched in 2025-26, the Refinery is building AI agents that can handle custom, enterprise-grade tasks. They can execute a mortgage application, design a marketing campaign, or manage a warehouse. Different AI agents can “talk” to each other to solve a multi-step problem, like a group of human experts in a room. c. Faculty AI: In March 2026, Accenture acquired Faculty AI for $1 billion. Accenture has a major consulting business (unlike TCS/Infosys). Faculty AI eliminates the human consulting process, and acts like a decision engine. Client does not need to hire expensive consultants to make complex, mission-critical decisions. They simply rent Accenture’s decision engine. Faculty AI acquisition comes with its CEO, Dr. Marc Warner, who has been appointed the Global CTO (Chief Technology Officer) of Accenture. The team includes 400+ “AI-native” specialists, including PhDs in quantum physics. With the CTO appointment of Dr. Warner, Accenture has made its intent clear that it is now led by an AI product architect, and not by service experts. TCS/Infosys: IT is Forever a. TCS – Coastal Cloud: In Jan 2026, TCS spent $700 million to acquire Coastal Cloud. It comes with 400+ specialists with Salesforce certifications. Coastal Cloud has the expertise to “implement” Salesforce’s AI agents for clients. b. Infosys – Stratus/Optimum: In Mar 2026, Infosys spent $560 million on acquiring these two domain specialists in the fields of insurance and healthcare. c. TCS and Infosys are betting that while AI can write code, it cannot understand the nuances of a 50-year-old insurance legacy system or a complex hospital workflow or a US manufacturer’s non-standardized quotation-to-sales process. Their first bet is that Fortune 500 companies won’t trust a “Do-It-Yourself” AI platform or AI agent to handle their mission-critical tasks and data without human backing. Their second bet is that “Enterprise Complexity” will increase faster than AI can simplify it. Companies will want more code and more complex integrations in order to go to the next level of productivity. That will keep TCS and Infosys in business, though along with AI “co-pilots.” Who Wins the Battle? a. If AI platforms and agents become so powerful that a company needs 90% AI and just 10% human workforce to deploy, use, and supervise the solutions, Indian IT sector is in trouble. b. In the 1980s IBM vs. Microsoft war, IBM believed that computing was so inherently complex that companies would always need IBM to manage their hardware and software systems. Microsoft made Windows so simple that even a child could use it. c. SAP and Oracle survived because every company’s HR and Finance functions were so different that you needed an army of experts to implement it. So, the winner is determined by where the complexity eventually lives. ENDPIECE Infosys was founded in 1981. Having spent half a century building the world’s most efficient human supply chain, it is psychologically hard to admit that much of that infrastructure is now a liability. Secondly, in India, failure is a dirty word. If you take risk and fail, you will be judged harshly. On the other hand, if you don’t take risk, and let the company die gradually, you will retire with glory. @arabicatrader

@YMehta_ So then are we talking of only a market of turnover, where the turnover is stocks is enhancing someone's Market Cap somewhere

HDFC Bank gave 0% returns in last 5 years. TCS gave 0% returns in last 5 years. Reliance gave 0% returns in last 4 years. Infosys gave 0% returns in last 6 years. Wipro gave 0% returns in last 5 years. Bajaj Finance gave 0% returns in last 5 years. Kotak Bank gave 0% returns in last 7 years. This is the story of largecap at present.

The sense of Doership is often associated with unnecessary hubris of a human mind. Even doing away 10% of it is getting closer to Nirvana !

@hvgoenka Very True, therefore being very alert and proactive is the key.

Never forget this: 1. If you’re always available, people stop valuing you. 2. If you constantly help, they start using you. 3. If you stay silent when it hurts, they’ll hurt you more often. 4. If you settle for less, they’ll never offer more. 5. If you don’t set limits, they’ll take control.

@TheRealBradLea Yes, you need to figure out where the correct room is, the right people

Look at your circle. Who’s actually living with purpose? Spend more time with them. Less with everyone else.

The older I get, the more I realize intelligence is overrated. Intelligent people are more likely to overthink, overplan, and overanalyze. They hide behind motion that doesn't create progress. They fear the judgment of others if they're proven wrong. The truth is that intelligence is abundant. Courage is not. The people you admire are the ones who had the courage to act. They aren’t more talented than you. They aren’t smarter than you. They just took action when you didn’t. I often wonder how many extraordinary people wasted their entire lives waiting for permission that never came. Permission isn't granted. It's taken. You get to tap yourself in whenever you want. You can just do things. Courage beats intelligence.

2016 – Demonetization: Wedding at home. Guests ready. Gas available. But no cash. 2021 – Pandemic: Wedding at home. Cash ready. Gas available. But no guests. 2026 – Gulf War: Wedding at home. Cash ready. Guests present. But no gas. 2031 – God Only Knows:

pushing someone to improve is an act of love not an attack

You’re not broke, you’re pre-rich. Start moving like money’s already calling your name.

@TheRealBradLea thanks brad, thanks indeed

Wake up grateful. Period. Because no matter how bad you think it is, someone out there would trade places with you in a heartbeat.

Nobody: India’s judges 80 years after Independence:

Regret the times of of my life, when I was an employee. So much of an entrepreneur learning was missed