Rana.

This is how it all started. 14 Years ago My Startup Journey. From #Movinture to @mytiyoapp .#Nostalgic. And my prediction did come true :)

There are moments when you revisit your digital footprint & realize it tells a story you weren’t consciously tracking. For years, Matthew Van Dyke had been following me on X. Not a recent follow. Not a fleeting one. A consistent presence. This is someone who follows over 383,000 accounts, & yet somehow remained connected to a relatively small handle like mine, one that never really scaled, partly because between 2014 & 2017 it lived under the shadow of restrictions & quiet suppression due to views that didn’t align with dominant narratives at the time. I never questioned it. I have always believed in freedom of expression, even when it’s uncomfortable. Especially when it’s uncomfortable. So differences in worldview were never a reason to curate my feed aggressively. But this week, while traveling, I caught up on news I had missed. Developments that were not just ideological disagreements anymore, but crossed into something far more serious. That was the line. I removed him. Does it change anything in the larger scheme of things? Not really. But it does make you pause. Why was he following me all this time? Was it random noise in a massive following list? Was it ideological monitoring? Or simply an algorithmic accident dressed up as significance? Or perhaps, more interestingly, was it because I write about modern warfare, geopolitics, & systems of power, & that, in itself, attracts attention from places we don’t fully understand? We often underestimate the signal our work sends out. This wasn’t about one person. It was a reminder. In an age of asymmetric information & digital proximity, your network is not just a social graph. It is a map of influence, intent, & sometimes, quiet observation. Time to audit that map more carefully.

This week's food choices.

@markvision9 Correct. Should be JV Telia Mobile. I got the name wrong. But then it's 29 years. The first provider of mobile telephony in Bangalore. Usha Command was the first one in India and they operated from Kolkata.

Never knew about Jasmine

@ANI Pick him up @NIA_India @HMOIndia @PMOIndia

#WATCH | Saharanpur, UP: On 'Dhurandhar: The Revenge' movie, Congress MP Imran Masood says, "Who will watch this nonsense? Who will believe this? Modi ji announced demonetisation, and it broke the backbone of the country's economy. Country suffered due to such foolish decisions of Modi ji. You are glorifying it...If you want to glorify something, show how Indira ji responded to Nixon. Modi ji is standing before Trump with folded hands to protect Adani and himself. He knows that the country is suffering, but he is under compulsion as there are files..."

The Tata Group is among the biggest Indian employers in the UK. I am pleased to present its Chairman, N Chandrasekaran the KBE on behalf of His Majesty The King. A well-deserved recognition and a testament to his impact on global business and his many contributions to advancing 🇬🇧🇮🇳 growth.

TLDR: Your take captures the intensity of the 2026 AI debate, but it flattens a few important shifts. The old framing of OpenAI as consumer & Anthropic as B2B worked in 2024, but the reality now is more layered. On Google, you are partly right. They are fighting on multiple fronts, but in 2026 that looks more like a vertical integration strategy than distraction. They control the full stack from TPUs to Android, & Gemini is embedded across Workspace & Search. They are not just chasing new users, they are defending a billion-user moat. The real tension is still internal. The risk of cannibalizing search ads continues to act as friction, which supports your point. On OpenAI, the consumer-first framing no longer holds. ChatGPT is still the biggest consumer AI brand, but their API & enterprise business has grown to nearly half of their revenue. At the same time, the super-app push across travel, shopping & more is real, but it comes with heavy losses. They are clearly winning attention, but profitability is still unresolved with projected losses in the tens of billions this year. On Anthropic, your view is the most accurate. They have positioned themselves as the blue-chip AI provider by focusing on safety, reliability & enterprise use cases. That has translated into roughly 70% of new enterprise AI deals in early 2026. Their focus on high value professional workflows is also driving stronger revenue per user, putting them on track for positive cash flow by 2027, ahead of OpenAI. Where the argument needs the biggest update is on Chinese models & the idea that only hardware players win. That was a 2024 lens. By 2026, efficiency has become a real moat. Chinese labs like Alibaba with Qwen, DeepSeek & Moonshot are getting close to US model performance at a fraction of the cost. That efficiency has translated into real market share, especially among developers & startups who care about price & speed. They now account for a significant portion of the working AI market. Nvidia & AMD still benefit from the build out, but long term margins are clearly shifting toward the software & orchestration layer. If you zoom out, Google is playing a vertically integrated defense with strong profits but high capex & internal risk around search. OpenAI is chasing scale on both consumer & enterprise fronts with high growth but heavy losses. Anthropic is building a focused enterprise business with a clearer path to profitability. Chinese labs are competing on efficiency & unit economics, delivering strong returns despite geopolitical constraints. Happy to go deeper into how OpenAI & Anthropic revenues are shaping up through the rest of 2026 if that helps push the debate further.

@Gaurav_7887 Same carrier since 1997. The number changed when I moved circles back in 2008, mobile number portability wasn’t in vogue then. Started with JTM (Jasmine Telecom), which became Bharti Airtel and now Airtel. So I’ve been with them for 29 years now.

Is there anyone who has been using the same SIM number for 10 years? Mine - 8 Year

@CricketCentrl 100 crore ki aukat kar le pehle @SAfridiOfficial then compare with IPL. Stadiums are empty, size of the league is 1/100th of IPL yet see the fascination of doing badi badi baatein.

Shoaib Akhtar said: I’m going to say this very clearly, even if it makes people uncomfortable. If leagues like the IPL can ban players like Harry Brook for pulling out, then why shouldn’t PSL take an even stronger stand? In my opinion, players like Blessing Muzarabani and Gudakesh Motie — who commit to PSL and then choose IPL — should face strict consequences. I’m talking about long bans… even lifetime bans if needed. Yes, I said it — lifetime. Because this isn’t just about contracts, it’s about respect. You can’t sign with one league and then walk away the moment more money is offered somewhere else. That’s not professionalism, that’s betrayal. And let’s not pretend it’s only the players at fault. I believe there’s a bigger game being played here. When India start offering significantly higher money behind the scenes to pull players away, it raises serious questions. Is this competition… or an attempt to weaken another league? People can deny it, but the timing and pattern speak for themselves. The truth is — PSL has built a reputation for quality cricket, raw talent, and intensity. And maybe that success is making some people uncomfortable. But instead of trying to pull players away, why not compete on equal terms? Focus on your own system, your own talent, your own infrastructure. Because in my view, respect in cricket isn’t bought with money — it’s earned on the field. And if PSL wants to protect its future, it needs to start taking hard, uncompromising decisions right now.

Same carrier since 1997. The number changed when I moved circles back in 2008, mobile number portability wasn’t in vogue then. Started with JTM (Jasmine Telecom), which became Bharti Airtel and now Airtel. So I’ve been with them for 29 years now.

May this Ugadi mark not just a new year, but a new edge. A time to reset ambition, sharpen intent, and build with clarity. Wishing you growth that compounds, decisions that matter, and victories that endure. Ugadi Subhakankshalu. ಈ ಉಗಾದಿ ಹೊಸ ವರ್ಷವಷ್ಟೇ ಅಲ್ಲ, ನಿಮ್ಮ ಜೀವನದಲ್ಲಿ ಹೊಸ ಮುನ್ನಡೆಯ ಆರಂಭವಾಗಲಿ. ನಿಮ್ಮ ಆಶಯಗಳನ್ನು ಮರುಸ್ಥಾಪಿಸಲು, ದೃಢ ನಿಶ್ಚಯದಿಂದ ಮುಂದೆ ಸಾಗಲು ಮತ್ತು ಸ್ಪಷ್ಟತೆಯೊಂದಿಗೆ ನಿರ್ಮಿಸಲು ಇದು ಸೂಕ್ತ ಸಮಯವಾಗಲಿ. ನಿಮಗೆ ವೃದ್ಧಿಯಾಗುವ ಬೆಳವಣಿಗೆ, ಅರ್ಥಪೂರ್ಣ ನಿರ್ಧಾರಗಳು ಮತ್ತು ದೀರ್ಘಕಾಲ ಉಳಿಯುವ ಯಶಸ್ಸುಗಳು ದೊರಕಲಿ ಎಂಬ ಹಾರೈಕೆಗಳು. ಉಗಾದಿ ಶುಭಾಶಯಗಳು. #UgadiSpecial2026 #GudiPadwa

🙌 Andrej Karpathy’s lab has received the first DGX Station GB300 -- a Dell Pro Max with GB300. 💚 We can't wait to see what you’ll create @karpathy! 🔗 #dgx-station" target="_blank" rel="nofollow noopener">blogs.nvidia.com/blog/gtc-2026-… @DellTech

King @iamsrk Consider age specific roles. Plus corporate bookings are a passé now after #Dhurandhar part 1 & to be released Part 2. What's fun of doing a Bichoo remake in the guise of Leon the professional. Lots of love but take cue from evergreen @SrBachchan ❤️

There’s nothing surprising about it. Most high-profile salespeople do the same, often with fewer privileges, without relying on a group of people acting as a concierge.

The Ministry has issued the following directions through the Directorate General of Civil Aviation (DGCA): 1. Minimum 60% of seats on any flight to be allocated free of charge to ensure fair access 2. Passengers travelling on the same PNR to be seated together, preferably in adjacent seats 3. Carriage of sports equipment and musical instruments to be facilitated in a transparent and passenger-friendly manner, subject to applicable safety and operational regulations. Airlines shall also bring out clear, transparent policies for carriage of pets. 4. Strict adherence to passenger rights framework, particularly in cases of delays, cancellations and denied boarding 5. Prominent display of passenger rights across airline websites, mobile applications, booking platforms, and airport counters 6. Clear communication of passenger entitlements in regional languages to ensure wider accessibility and awareness The Ministry of Civil Aviation remains committed to enhancing passenger experience, ensuring transparency, reducing grievances and upholding the highest standards of safety across the aviation ecosystem. @RamMNK @mohol_murlidhar @samirsinha69 @AAI_Official @DGCAIndia @Pib_MoCA pib.gov.in/PressReleseDet…

Mumbai, colaba.

Met Srikanth from ThoughtField after almost three years. We go back a long way, friends since 1999. Glad to share that ThoughtField and @quantumtigerhq will be partnering for Quantum Tiger’s hyperscaler business. More details soon.

Jensen Huang spotlighted Sarvam during his keynote at NVIDIA GTC.

@astianix No. It's closed.

@bladeit Ha ha is the link still active?

Hello! I am this old!

Morning breakfast.

Grateful for the warm hospitality at such a lovely venue, along with some truly sumptuous idli & dosa. A big thank you to fellow board members, @IamSuvenduChand and @Manas_Paull, for your august presence, an engaging & meaningful hour of conversation. Appreciate the thoughtful gifts: the tiger portrait, Indian Heroism in Israel, & the Quantum calendar. Onwards and upwards 🚀