poker

@Simon_Ingari Nailed it !!

Wife: "Well.... It's… hard to explain. Basically he flies somewhere, finds whats broken in their business, spends 18 months with fixing it, and then everyone panics on this thing called go-live or something." Friend: "And they pay him for that?" Wife: "Sometimes they fire him first. Then they call him back." 35+ years in this industry. She nailed it in 90 seconds.

Wife explaining her husband's job to her close friend. Wife: "He sells software to companies." Her friend: "Oh nice, like apps?" Wife: "No. Big software. For running whole businesses." Friend: "Oh, like Microsoft?" Wife: "No. A German company. SAP." Friend: "What's SAP?" Long pause.↓↓↓

@elonmusk Need android app

Try Tesla Robotaxi in Dallas & Houston!

@tesla_na Requires pic of id and selfie just to get a quote. Should be required if customer purchases. Until then just ask the number and move on.

Tesla Insurance update With the latest version of Safety Score (v3.0), every mile you drive with FSD Supervised enabled will receive a score of 100. This allows you to maintain a higher average safety score over time, resulting in lower monthly insurance premiums. Applies to new policies in Indiana, Tennessee, Texas, Arizona, Virginia & Illinois

@raghavwadhwa Where will the electricity come from ?

India sold 1,000–2,000 induction cooktops per month in Delhi NCR. Last month? 1–2 lakh units. Per day. Amazon saw a 20x surge in 24 hours. Flipkart's sales tripled in days. Everyone's covering the demand. Almost nobody is asking: who actually makes what's inside that cooktop? I dug into the supply chain. An induction cooktop has 4 critical components: IGBT transistor → the power semiconductor that generates the electromagnetic field. India makes essentially none. Best ones come from Infineon (Germany) and Japanese suppliers. PCB → controls power, temperature, safety. Almost entirely imported from China. Microcrystalline glass → the heat-resistant cooking surface. Also imported. No meaningful domestic production exists. Copper induction coil → the actual heating element. This is the only part India makes well. 3 out of 4 critical components? Imported. The govt just called Havells, Epack Durables, and TTK Prestige into a meeting — asked them to ramp up production for commercial use. All said yes. But flagged one problem: component lead times jumped from 25–30 days to 40–45 days. Before you ask the source; here is it: https://www.freepressjournal. in/business/govt-urges-electronics-manufacturers-to-enter-induction-cooktop-segment-scale-production-amid-lpg-crisis Demand is here. The supply chain isn't. Now here's where it gets interesting for investors. The BEE Director General confirmed on April 10 that this shift could add 13–27 GW of additional electricity demand at the distribution level. India's entire peak demand today is ~243 GW. This isn't a kitchen appliance story. This is an infrastructure event. Listed companies with direct exposure: Stove Kraft (Pigeon) — induction + hobs = ~49% of revenue. Most direct play. 500+ distributors. 30% YoY PAT growth. TTK Prestige — induction = ~11% of revenue (₹273 Cr of ₹2,530 Cr in FY25). Strongest brand recall in Indian kitchens. Butterfly Gandhimathi (Crompton) — dominates South India which holds 39% of the induction market share. Bajaj Electricals — deepest Tier-2/Tier-3 distribution. Rural India now 98% grid-connected. Havells — small induction share today, but the government is actively pulling them in. The NECP (National Efficient Cooking Programme) originally targeted 10 lakh induction stoves by FY27. They quietly cut it to 5 lakh because nobody wanted them. That was 6 months ago. Today, EESL is in talks with the World Bank and ADB for zero-interest financing to deploy stoves at scale. When a government programme flips from "we can't give these away" to "we need multilateral funding to keep up" — that's not a temporary spike. That's a structural shift the market is still catching up to.

@ChShersh Fond memories of early 1990s.

If you recognise this, take care of your knees

@prakdadlani Vitamix

We’re building this BEAST in Bharat 🇮🇳 3.5 HP 2500W of commercial grade power 2 Litre unbreakable PC jar Sound barrier cover Touch screen control panel Programmable LED DISPLAY This monster is the first of many We are gonna dominate this segment 💪🏽

@D_N_K @evilfeynman @PlumbNick @CyberGreen09 @nicksrightpod @KellyIsRightTX Assimilation

@evilfeynman @PlumbNick @CyberGreen09 @nicksrightpod @KellyIsRightTX Saturday morning Home Depot just up the road. This was taken a bit over a week ago in McKinney.

@wordi25 These are not induction stoves.

For my first five years in the US, till I lived in apartments, I only had access to induction stoves. Not even the glass top ones but the ugly exposed coil ones. I cooked everything you can imagine on them. Yes including Rotis. It’s entirely possible to cook whole meals on them.

@hookskat What I have found is the hp subscription based ink lasts more than the same cartridges bought without subscription. There is a scam somewhere...

My printer ran out of ink. To buy an new ink cartridge = $69. To buy a new printer (the same one I have) = $59. How does this make sense?

@reliantenergy Renewal page

Decades of trust don’t happen by accident. When times were tough, Debra didn’t lose her power — she found support. That’s the kind of energy we believe in.⚡ ms.spr.ly/6011QcdSN

@reliantenergy renew my plan page doesn't work

@CyrusDhabhar @Nike Your reply would make more sense if you cared to explain how it makes economic sense . Just bcoz it's a big market doesn't mean it must make economic sense. Strategy is about both - choosing what to do and what NOT to do.

@bzzzz1971 @Nike The confidence with which you misunderstand basic economics is honestly impressive. That’s a lot of words for “I didn’t understand the tweet.”

How stupid must a big international brand be to completely alienate one of the biggest retail markets in the world! That is exactly what @Nike has done with India. Whoever is in charge of that decision needs to be fired. Period.

@PubSafetyHero No wonder there is a STEM shortage

I pulled a nonprofit's tax filing and stopped cold. Three people. All listed as 'Former.' All in the same filing. Same year. I had to read it twice. 🧵👇

@thecurioustales Your forgot the 5th. Taking care of elderly family.

🚨 I just learned about a concept, I can't stop thinking about. The Four Burner Theory. It destroyed Elon Musk's first marriage. It explains why Bezos is jacked but divorced. And why Zuckerberg has no real friends. Once you understand it, your life will never be same:🧵

@BernieSanders Apply payroll tax to robots

Amazon says that it’s going to replace 600,000 workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills? We’ve got to fight back.

@BharatTechnow @A_K_Mandhan Nobody measured productivity before either. Bunch of people taking bribes everywhere. Compare the number of working days in india vs us. That is enough to tell you.

The market has spoken, Productivity is no longer linked to headcount. Anthropic’s 11 new plugins just did more to right-size the industry than any recession ever could. We are shifting from Doing the work to Directing the machine. Which model wins in 2030: Talent or Tools? 🗳️

Top 10 Indian IT Companies Combined #Valuation ~ $350 billion Total employees ~ 1.6 million #Anthropic #Valuation ~ $350 billion Total employees ~ 3000 ... see more

@E_Bruxxx Colorado School of Mines

Universities producing elite hard tech talent: Georgia Tech CMU MIT Michigan Caltech Who did I miss?

@IndianGems_ Lot of people to be taken advantage of... you sell what you have

USA has NVIDIA China has ALIBABA Japan has TOYOTA India has?

@law_ninja Marathas fighting kannadigas fighting tamilians fighting telugus. That is the reality. Indians in US leading some of these functions are overestimating durations by months to get work done. Productivity gains are non existent.

The biggest shift in global finance is happening quietly. And it is happening in India. The numbers are insane: —> JPMorgan has about 55,000 people in India —> Around 20 percent of its global workforce sits here —> Plans to grow India headcount 5 to 7 percent per year —> That alone can add thousands of roles every year —> Goldman Sachs has 8,000 plus people in India —> Citi has over 32,000 employees here —> Citi Service Center alone employs 33,000 in India —> Morgan Stanley has around 9,000 in India —> Fidelity Investments India GCC has about 7,000 employees What they are building here: —> FP&A —> Treasury —> Corporate accounting —> Product control —> Fund accounting —> Market risk —> Credit risk —> Liquidity risk —> Quant and analytics teams —> Regulatory reporting —> Compliance analytics —> Financial modelling —> Strategy and valuation support —> Portfolio and performance reporting —> AI enabled finance operations GCC numbers tell the real story: —> Roughly 1,700 to 1,900 GCCs in India today —> India hosts around 53 percent of the world’s GCCs —> GCCs employ about 1.9 million people already —> Projected to reach 2,100 to 2,400 centers by 2030 —> Headcount expected to rise to 2.5 to 2.8 million by 2030 New jobs are being created: —> 4.25 to 4.5 lakh new GCC jobs in 2025 —> About 1 million additional GCC jobs by 2030 —> A major share is finance, analytics and risk work Fortune 500 behaviour: —> More than 170 Fortune Global 500 firms run GCCs in India —> 70 percent of Fortune 500 expected to expand India presence by 2030 What this means: —> India is no longer only an IT services destination —> India is becoming the execution engine of global corporate finance —> The real opportunity is at the intersection of finance, data and technology The shift is not coming. It is already here. And the scale may be bigger than the first IT boom.