ServantsOfAndhraPradesh

@Teslarati This is what Indian media need to discuss today, not about melody chocolates. A big slap on Modi govt and its failed policies. Mere slogans will not yield anything, one needs to have skills to execute and deliver better economy, jobs, opportunities and incomes to the people.

Tesla has reportedly scrapped plans for a vehicle production factory in India. India’s Minister of Heavy Industries, K. N. Balagopa, stated that Tesla has decided against building a manufacturing plant in India. Tesla’s decision weighed several factors, including major shortcomings in the country’s local supply chain and industrial base, a stalemate in talks with the government over the sequencing of tariff cuts versus factory construction, insufficient infrastructure, the limited purchasing power of Indian consumers relative to Tesla’s premium vehicles, and broader uncertainties stemming from policy and regulatory risks in the Indian business environment.

“ Elon is a living deity in Taiwan, S Korea, Japan and China. Best Engineers are going to work with him “ - Gavin Baker . And India kicked Tesla out. Is India moving in right direction in terms of technological advancement or pushing people to live in the past ? x.com/patrick_oshag/…

@Akshat_World Inflation going up Petrol going up Rupee going down Fertilizers going up Mr Modi is roaming around distributing toffees .

It seems like almost every week, we are losing 1% wealth. No discussions No noise. Nothing. Eerie silence. And, cluelessness.

This sums up everything Mr Modi achieved in India: - major shortcomings in the country’s local supply chain - lack of industrial base - a stalemate in talks with the government over the sequencing of tariff cuts versus factory construction, - insufficient infrastructure, - the limited purchasing power of Indian consumers - broader uncertainties stemming from policy and regulatory risks in the Indian business environment. Big slap on the face of Modi’s #Atmanirbhar . Mere slogans don’t yield results, one needs to have skills to execute.

This is my sixth conversation with @GavinSBaker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

Frequency that a person hooked on matters gaia.com/share/video/yo…

@KanojiaPJ Which investor will put his money in risk in such a crony manipulative atmosphere? The result is quite obvious.

ED used as an acquisition tool for Gautam Adani? 1. Ahmed A.R. Buhari, promoter of Coastal Energen, faces investigation and is jailed in an ED-linked money laundering case. 2. He spends around 32 months in prison while legal proceedings continue. Years pass, his reputation is damaged, and his business comes under stress. 3. Coastal Energen enters insolvency proceedings. Control of the company shifts through the corporate resolution process, with an Adani Power-led consortium later involved in acquiring assets. 4. Courts subsequently quash related proceedings after the underlying case collapses. Buhari walks out of jail. 5. Final outcome: a man loses years in prison, loses his company, and is later freed. India is not a free and fair market. The Modi government is using every trick to help Adani through government machinery. This is totally anti-national!

Gavin Baker on why the AI bubble talks might be overblown this time around "I am optimistic that we may avoid a bubble this time. The reason we are going to avoid it is because we have fundamental shortages of watts and wafers." The supply side is so constrained while demand continues to grow exponentially. This is nothing like the dark fiber of the dot com era where build out was happening with the expectation of demand on the other end. The demand is already here. Today. It is happening now in AI.

@iramsubramanian Totally wasted a golden chance with utter incompetence.

Narendra Modi will go down in history as the worst Prime Minister of India. He squandered a massive mandate given to him and there is no way people will forgive him for the damage he has done to the Indian economy. I will not be surprised if he is arrested after his tenure as PM.

@SupriyaShrinate @518_2100 @ieuditmisra

State of Indian economy 101 Huge balance of payment crisis looms large Both Current Account & Capital Account have turned into deficit Rupee continues to fall relentlessly Net FDI has turned negative Listen in to 5 minutes of @ieuditmisra

This article on Kerala CM designate @vdsatheesan in The Hindu must be read by all secularists.The only political path to defeat the forces of majoritarianism and communalism is to follow the sacred footsteps of #Gandhiji and ideology of Pt #JawaharlalNehru .

@krishan_sharmaa China uplifted & empowered their middle class while India punished and suppressed them at every opportunity. Healthy Middle class is the core for a growing economic engine.

Why does India repeatedly face a dollar problem? Because India, in many ways, followed the American model of growth 👉without possessing America’s greatest advantage: the US Dollar. The United States could gradually move away from manufacturing because the Dollar became the world’s reserve and trade currency. America could run large trade deficits, import goods from across the world, consume more than it produced, and still sustain prosperity because global demand for Dollars financed that model. Over time, the US increasingly shifted: 👉from factories to finance 👉from production to consumption 👉from industrial capital to financial capital(this is important ton understand) Its brightest minds moved towards finance, technology, consulting, and asset management rather than mass manufacturing. Financial wealth became more rewarding than industrial production. India, after liberalisation, slowly moved in a similar direction. Privatisation, efficiency, profitability, ROE, EPS growth, shareholder value, and financial market expansion became the dominant economic language. But India did not have what America had: A reserve currency. India cannot endlessly run trade deficits without consequences. India cannot print globally demanded currency to finance imports. India must continuously earn or attract Dollars. And this is where the structural challenge begins. India became a service and consumption economy before becoming a manufacturing powerhouse. As manufacturing failed to dominate at scale, growth increasingly depended on: -services -domestic consumption -capital inflows -financialisation -and rising asset prices Meanwhile, China followed a very different path. China became a manufacturing civilisation before becoming a consumption economy. China focused relentlessly on: -factories -exports -industrial ecosystems -logistics -supply chains -infrastructure -and production scale—> most important For years, Chinese firms often operated with lower margins and lower returns on capital but with enormous focus on volume, exports, employment, and industrial depth. China chased capacity. India chased profitability. China built factories. India built financial markets. China strengthened its ability to earn Dollars through exports. India became dependent on attracting Dollars through capital flows. And that is why every global shock oil spikes, wars, capital outflows, rising US yields, or risk aversion creates pressure on the Rupee and India’s external position. Because India’s economic structure still depends heavily on foreign capital and imported energy, while its manufacturing base remains relatively shallow compared to China. This is also why replacing China in manufacturing is extraordinarily difficult. Manufacturing dominance cannot be built merely by optimising quarterly profits and market valuations. It requires: 👉patient capital 👉large-scale production 👉lower short-term profitability 👉deep infrastructure 👉supply chain ecosystems 👉export competitiveness 👉and long-term industrial ambition Perhaps India now faces a defining economic choice: Can India become a true economic superpower primarily through consumption, services, finance, and rising stock markets? Or must it reduce its obsession with margins, ROE, EPS growth, and financial engineering to build real industrial depth and manufacturing strength? India’s only problem is- It can’t earn dollars - it has to attract dollars and till than it will remain India’s weak link. #india #economy #growth

For years, whenever @RahulGandhi raised concerns about India’s economy, the ruling establishment mocked him, television studios dismissed him, and sections of the media projected him as someone who “doesn’t understand economics.” Yet, time after time, events have quietly proven him right. Two months ago, Rahul Gandhi warned that global instability, rising oil prices, weak domestic demand, and declining investor confidence would eventually hurt India badly. At the time, the government ecosystem dismissed those concerns. Today, even respected economic commentators are acknowledging the same dangers. In a striking interview, Indian Express Senior Associate Editor Udit Misra laid out the uncomfortable reality confronting the Indian economy. His observations expose the gap between the Modi government’s political messaging and the actual economic condition. The government is now asking citizens to reduce fuel usage, cut gold purchases, consume less edible oil, and “save forex.” But why has the burden suddenly shifted to ordinary Indians after years of claims that India is the “fastest growing major economy”? As Udit Misra explains, the problem did not begin with the West Asia conflict. The conflict merely exposed weaknesses building for nearly two years. Rahul Gandhi repeatedly warned about exactly this. He spoke about rising inequality, stagnant consumption, falling purchasing power, weakening small businesses, and an economy being managed through headlines rather than reforms. Instead of addressing those warnings, the government focused on perception management and PR. Today, the consequences are visible. The rupee has weakened sharply. Foreign investment is slowing. In several months, net FDI has turned negative, meaning Indian businesses are investing abroad more than foreigners are investing in India. Exports remain sluggish. Consumption is weak. And now, instead of announcing reforms, the government’s solution is to ask citizens to consume less. That is not confidence. That is crisis management. One of Udit Misra’s most important points is that the Modi government politicized the rupee itself. For years, the BJP attacked previous governments whenever the rupee weakened. But once in power, instead of accepting reality, the government tried to manage perception. The famous line “the rupee is not weakening, the dollar is strengthening”, became symbolic of an administration unwilling to acknowledge economic stress honestly. Whether it was unemployment, MSME collapse after demonetisation, distress after GST, weakening consumption, or concentration of wealth into a few hands, Rahul Gandhi raised these issues long before they entered mainstream economic debate. Now economists themselves are saying what Rahul Gandhi has been saying politically: India cannot sustain growth through slogans and publicity alone. Fuel prices may rise further. Imported goods will become costlier. Education abroad will become more expensive. Inflationary pressures will increase. Small traders connected to jewellery and retail will suffer. Rahul Gandhi had warned that global crises would expose India’s internal weaknesses. He argued that an economy built around event management rather than institution building eventually runs out of road. The real question India must ask is: Why has India, despite massive political centralisation and relentless publicity, failed to attract enough investment, strengthen exports, create broad-based prosperity, and build economic resilience? Because no amount of branding can permanently hide economic reality. And once again, Rahul Gandhi’s warnings are proving far closer to the truth than the government’s propaganda.

Manmohan gave a BMW & Modi turned it into a bullock cart. Quality of the leadership matters and & @RSSorg made a Himalayan blunder. “We are cooked “ that’s the reality.

INDIA's ECONOMIC CRISIS The Iran War pulled away the lid from a simmering economic crisis in India, forcing the PM to accept the crisis, though blaming it entirely on the Iran war's aftermath, which is wrong. From 'sab changa si' to 'crisis of the decade'. So, what crisis was simmering since 2016? 1) Demonetisation 2016 killed a large per cent of MSMEs that employed millions 2) Hasty patchy GST rollout 2017 destroyed MSMEs even more, concentrating power in large enterprises 3) Corporate tax cuts 2019 added massive profits to large enterprise balance sheets, and they didn't invest more, but discharged debts and bought back shares 4) Covid 2020-21 birthed a huge K-shape recovery in Indian economy and society, widening the haves vs. have-nots gap to colonial levels 5) Lack of employment intensive manufacturing 2014-2026 (but pushing subsidy and capital-intensive PLIS) didn't generate the crores of formal jobs desperately needed 6) India failed to build its AI play completely (2015-2026), with large IT firms focused on comfortable Dhandho outsourcing instead, and now facing a massive restructuring due to AI 7) R&D by private sector remained pathetically low, leading to poor innovation and productization 8) Imports from China rose and rose, leading to a $100 billion merchandise trade deficit annually 9) Foreign investors slowly lost interest in the Indian Story, pulling out their FPI moneys and not bringing in FDI money (thereby now created a BoP crisis) (the arrogance of FM didn't help at all) 10) Real wages did not grow across sectors to match the real lived inflation reality, leading to many social pressures on quality of life. 11) India's own crude oil production dropped significantly from 2015-2025, and import dependence kept rising steadily. The Iran War blew the lid off of this simmering basket of troubles. Blaming everything on the 70-day old war won't be technically or morally or factually sound at all. Time to make amends on a war footing, instead of speaking vaguely and spreading more concern back home.

In short, we're cooked... Listen to Indian Express Senior Associate Editor Udit Misra.

Modi asked you to eat less oil, skip gold, work from home. Sitharaman told you to eat out less and watch your expenses. BJP IT Cell told you “India is the fastest growing economy.” Meanwhile, Indian Express’s Udit Misra just filed the autopsy report: 🔴 Rupee: ₹86 → ₹96 in ONE year. Quietly. 🔴 Net FDI gone NEGATIVE; Indians building factories abroad because they don’t trust this government’s economy 🔴 BOTH current account AND capital account in deficit; simultaneously. First time. Ever. 🔴 Per capita income = ₹20,000/month. MOST Indians earn below even that. 🔴 Exports? Almost stagnant and flat; after 12 years of “make in India”, And Misra confirmed, the government KNEW this for 2 years. They hid it during elections. The call only came once votes were counted. This isn’t bad luck. This isn’t Iran. This isn’t Trump. This is what 12 years of suit-boot economics, crony capitalism, and GDP optics actually looks like underneath. Rahul Gandhi called it in July 2025: “Indian economy is DEAD.” The Indian Express just put the post-mortem report on the table. They didn’t mismanage the economy. They HID the mismanagement from you; until after you voted. That’s not incompetence. That’s a betrayal. 🇮🇳 💔

@naralokesh garu, please take advance steps to protect #AndhraPradesh from the forthcoming dreadful El Nino. India is going to suffer severely with its impact as per the expert opinions in terms of food shortages and fertilizer shortages. Also please alert central govt as well. @revanth_anumula @AndhraPradeshCM @TelanganaCMO x.com/theallinpod/st…

తత్వమసి అందిస్తున్న ఈ తొలి తత్వం శ్రీ సదాశివబ్రహ్మేంద్ర గారు రచించిన “మానస సంచరరే”, ఇది కేవలం ఒక భక్తి కృతి మాత్రమే కాదు; అది ఒక ఆహ్వానం…అశాంత మనస్సును మనందరిలో అంతర్లీనంగా ఉన్న శాశ్వత బ్రహ్మంలో విశ్రమించమని చేసే ఆహ్వానం. నెమలి పించములతో అలంకరించబడిన కేశములు కలిగిన వాడు, అద్దమును సైతం ఓడించేంతటి ప్రకాశవంతమైనవాడు, సుందరమైన చెక్కిళ్లు కలిగినవాడు, శ్రీకృష్ణుడి యందు నా మనస్సు సంచరించుగాక ! #Tatvamasi @smitapop పూర్తి వీడియో లింక్ : youtu.be/-KNaOzP8nbs?si…