Amit Panday

Building a #car today is no longer just a business. A carmaker has to navigate a minefield of #sanctions, #tariffs, & mineral diplomacy. This is just the beginning as auto industry’s struggle is merely the front line of a larger war for #AI dominance open.substack.com/pub/amitpanday…

Today, a CIA whistleblower sat before my committee and confirmed what I've said for years: government officials, including Dr. Fauci, deliberately misled the American people about the origins of COVID-19. This is not a conspiracy theory. This is sworn testimony. 🧵

If this reporting is accurate, it would require a complete reevaluation of the role Pakistan is playing as mediator between Iran, the United States and other parties. Given some of the prior statements by Pakistani defense officials towards Israel, I would not be shocked if this were true.

Why are they so bothered if TMC lost elections in #WestBengal? It’s not even their country. Clowns! (it’s a no brainer!) #WestBengalLegislativeAssemblyelection2026 #westbengalviolence

India will add a Pakistan to its GDP this year and a South Africa next year. That’s the velocity of growth you are looking at. My comments at Delphi Economic Forum @DelphiEconForum, with Fokion Karavias and @pranjalsharma youtu.be/C07nSd_kGxA?si…

Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI @CNBC cnbc.com/2026/05/10/alp…

Open letter to Indians in America. -- Dear brothers and sisters from Bharat: Like I did 37 years ago, you arrived in America with no money but with a good education and cultural heritage from Bharat. You achieved outstanding success. America was good to us. For that we must remain grateful - gratitude is our Bharatiya way. Yet today, a significant number of Americans, may be not the majority but not too far from it either, believe that Indians "take away" American jobs and our success in America was unfairly earned. You may think the next election will fix this, but your choice would be between people who hate our Bharatiya civilisation and people who hate civilisation itself. That is the "hard right" vs "woke left" battle. You are mere bystanders to that conflict. Meanwhile there is one thing that is true now and will be true in the future: the respect Indians command world-wide will substantially depend on the fortunes of India herself. If India remains poor, the woke left will give us moral lectures with pity and the hard right, different moral lectures with scorn ("hellhole") and we must not confuse either with respect. Respect in today's world, along with prosperity and security, comes from one source: a nation's technological prowess. India produces sufficient brain power to achieve that prowess but alas we exported so much of that talent, particularly to America. As we develop that prowess in India, our civilisational strength will assert itself. As difficult as it is for many of you to contemplate this, please come back home. Bharat Mata needs your talent. Our vast youthful population needs the technology leadership you gained over the years to guide them towards prosperity. Let's do it with a missionary zeal. Respectfully Sridhar Vembu

Used my weekend to analyse #RoyalEnfield’s electric pivot: 1. #FlyingFlea branding insulation strategy is straight out of global automotive playbook 2. Aimed at establishing a connect with GenZ born in digital era 3. Sandbox for new product lines open.substack.com/pub/amitpanday…

@ShivAroor I’ve followed Grossman for years, trying to understand his sense of geopolitics. It’s heavily biased for a professor that he claims to be in his bio. Feel sad for his students who took him seriously!

Imagine being an American and having this view today 😂 A country that’s been humiliated in an unpopular war, zero leverage at talks, several ‘laundry fires’, ALL its Gulf Bases hit, $200 billion vaporised in losses etc, and Iran’s regime still standing. “Head spinning” indeed.

आप्रा द्यावापृथिवी अन्तरिक्षं सूर्य आत्मा जगतस्तस्थुषश्च || apra dyava-prthivi antariksam surya atma jagatas tasthuaas ca || "Filling space & earth, atmosphere, the Sun is the soul of all that moves and all that are stationary (on Earth)." - Ṛgveda 1.115.1 (~ 3500 years ago).

It doesn’t get more direct than this!

Agree! Now keep an eye on all those who appreciate Pak for mediation between US & Iran. These will be the usual idiots 😂 #IranWar‌

Trump lost this war in every possible sense — morally, legally, politically, economically, reputationally, and strategically.

Regime change? Not happened. Uranium? Still with the Iranians Enrichment? Will likely continue Missile and drone capability? Far from being degraded Support for non-state allies? Remains robust The massive armada? Far away from the Gulf Sanctions? Already partly lifted Strait of Hormuz? Stays under control Who won the war? That's donald trump.

#IranWar‌ 😂😂

@AdityaRajKaul Tale of two cartoons with near-zero credibility!

US began the war with the objective of freeing people of Iran from the ‘Islamic Regime’ and is ending it by surrendering at the Strait of Hormuz and giving a terror state like Pakistan stature of a mediator. Guess what desperation for an off ramp can do during a mad conflict.

@aravind Yes I agree! Paris, Rome and Munich airports are like just another airport, pretty ordinary! In contrast, many new airports in India look and feel better. 🫡

I will tell you something. But first, these rankings have also become like those happiness and hunger index. I can accept Changi or Incheon here, but Paris CDG and Rome Fiumicino are so bad compared to Mumbai, Bangalore, or Hyderabad. Also, Tokyo Haneda shuts two of its three terminals at night. HK has become quite congested and worn down. There are many airports in mainland China so much better than HK now. Now what I want to say is, India is unmatched in its location for airports that can be major transfer hubs. South India, North East, and North all offer amazing international airports that can be used by airlines to connect to ME/Europe from Oceania, Asia, and SE Asia. Everyone knows this. Just like they don't want our airlines to become global players, they will never want our excellent airports to become such transfer hubs.

Finally we’re moving towards #energy independence! #oilrefinery

The genius of James Bond 007 is to reflect the world journalists at @TheEconomist, browbeaten by years of shrill racist messaging on BBC news, already believe to be true

This is the state-owned media channel of one country trying to spread canards about oil supplies in another country