Hardik Jadav

@ShivAroor Can we please get the loss estimates in dollars?

The U.S. certainly plans & budgets for combat losses. But the numbers are undeniably piling up. These are aircraft losses/damage in the Iran War till today, April 4:

@nakul_sarda Aren’t these “signals” or the “results”? I.e DJT showing willingness to end the war will reduce the insurance cost. What signals are the insurance companies using to price the premium?

I've stopped reading Gulf war headlines. Here's what I track instead. We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal. But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this. So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie. 1. Ship insurance premiums through Hormuz This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that. 2. How many ships are actually crossing Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker. 3. Paper oil vs real oil This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number. 4. The mid-April cliff Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory. Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.

@ShivAroor @grok how will this affect the weather in north India. Will it be a hazardous? If yes, what level are we taking about?

Unless this war goes nuclear, this image will be the face of it.

@deedydas @pangramlabs @6ESinger157593 People having real stories may use AI for better a content delivery. Isn’t that 1 of the basic use case of AI?The OP doesn’t have a blue tick and did clarify the same point. There is a higher plausibility of being true than an engagement farming. Still calling the readers idiots?

@pangramlabs @6ESinger157593 Moment of silence for the idiots falling for this trash

I flew a President of India many years ago, on a State Visit—the kind of flight where you expect layers of protocol, noise, and importance. We were a few hours into the flight at cruising altitude and my colleague and I were in our cockpit seats, focused on the job. Those days during VVIP flights the cockpit door was often open, and the flight deck didn’t feel like a locked fortress. At one point, I glanced back. And I was genuinely shocked. The President of India was already inside the cockpit, sitting quietly in the first observer’s seat behind us and away from our field of view. No announcement. No entourage. No drama. He had come in silently, on his own, with such ease and dignity that neither of us had even noticed him enter. I immediately started to apologise. He stopped me with a gentle smile and said, “I didn’t want to disturb you.” That single sentence has stayed with me for life. Because that is what real stature looks like: power without noise, authority without arrogance, dignity without performance. And then, as we spoke, something even more human emerged. He wasn’t there to intimidate or to be “treated specially.” He was simply curious. He told us he had always been keen to be a pilot as a child but could not due to a medical condition —and he began asking questions the way a fascinated young boy would. About instruments, procedures, navigation, decisions in the air. He listened carefully, absorbed every answer, and looked genuinely delighted to be in the cockpit. No ego. No entitlement. Just wonder. And I can’t help comparing that memory with what we see so often today. Today, we deal with fragile egos—people with small authority who behave like emperors. Politicians and bureaucrats who demand respect but can’t offer basic courtesy. People who want red carpets, not responsibility. Who want to be addressed, escorted, praised—yet won’t even reply to a simple phone call. Messages go unanswered. Emails are ignored. Basic decency is treated like a favour. No class. No humility. No grace. That’s why that moment in the cockpit still feels so powerful to me. Because the President of India didn’t need to announce himself to be important nor did he have a huge ego that demanded attention. He had qualities of a leader that are far more important and rare: Humility,decency and dignity.

@AhmedabadPolice @PoliceAhmedabad @PoliceAhmedabad @AhmedabadPolice I have already highlighted this multiple times since the traffic piles up everyday on that spot but haven’t seen action in last 3 months or so. Person attending the nearby traffic spot doesn’t want to take it up, citing that’s not his job.

@hardikj23 @PoliceAhmedabad Thank you for notifying us. The Traffic Control Room has been informed to take appropriate action. @PoliceAhmedabad

@PoliceAhmedabad @AhmedabadPolice major choking point of traffic near Shalby hospital sg highway but still no policeman is there to manage it. Everyday story.

@deepigoyal Wonderful. Are you bullish more on uSTOL alone or VTOL as well? What will be primary use cases of Lat v0.2?

Video of Lat One v0.1 test flight. uSTOL achieved. Achievement unlocked 🛫 The plane crashed a bit later, which we knew was going to happen, and our simulations had already suggested so, due to structural defects. However, the main objective of the test flight was to test uSTOL, which was successfully demonstrated. We are already building Lat One v0.2, which should hopefully complete a mission. Making a plane take off is only 20% of the problem. Making it land safely is where the work lies. Overall, we learnt so much from this entire experience. We will come out better and stronger from this. — To know why we are so bullish on Lat Aerospace and how it will change the future of our country, tune into my recent podcast with Raj Shamani And follow @lataerospace for future updates.

@championswimmer Can you please share more information on IFTTT wrap jobs? Will it be a separate job or will it be a baked process in software development? Apologies if I misunderstood anything.

9. There will be tons of jobs created which basically are in the shape of "wrap IFTTT workflow into MCP and add e2e testing evals + monitoring to it" Look at the state of ChatGPT apps. Try to use one. You'll see the mountain of software engineering left on that vision.

Thoughts on how I predict AI will play out in 2026 - especially in the field of software engineering. From my vantage point and the conclusion of the tinkering around I've been doing with it. 1. The "AI bubble" will not burst in 2026. Likely will in 2027

@championswimmer Can you please elaborate more on “Lot of developing world "cheaper" tech talent will be absorbed.” What factors will affect how? Thanks

4. I don't know the long term trend of this arbitrage but in 2026 there will be a rise of digital gig work of creating RL environments and evals. Keep an eye on Mercor, Surge, Scale, Invisible, Deccan, Prolific. Lot of developing world "cheaper" tech talent will be absorbed.

@crickohlic @grok how many test matches India won in SENA under kohli’s captaincy and how many series India won? Also, how many matches and series India won against SENA teams at home? What was the record before Kohli? And what is the record after him?

Ms Dhoni left Test captaincy when India was at 7th position in ranking, we were badly losing. Then the man Virat Kohli came and ruled test cricket, no.1 for 5 years and 5 test maces!

@MumbaiPolice @DGPMaharashtra a reckless driver tried to run over passengers including a kid, on terminal 2 p10 at Mumbai Airport. Upon complaint, policeman Sanjay Bhosale told me to come to police station. How can a departing passenger come to police station for a complaint?

Hi @DGPMaharashtra I am still looking for a resolution here.

@DGPMaharashtra a reckless driver tried to run over passengers including a kid, on terminal 2 p10 at Mumbai Airport. Upon complaint, policeman Sanjay Bhosale told me to come to police station. How can a departing passenger come to police station for a complaint?

@IndiGo6E I rescheduled the flight, rescheduling charge was waived off but convenience fees was charged. So you charged me under another header, this is highly unethical. @DGCAIndia

@IndiGo6E is charging convenience fees on rescheduled flight after reschedule charge is waived off. This is a cunning way of charging customers under a different header. Why this conning? And why no one is calling them out?

@vinodchendhil Perfect, thank you. By the way I have been following when you had your website hosted on buildabazar by Infibeam. I was their employee in website delivery team.

@hardikj23 Cook it like Baggi

We sold 10,000 packs of these noodles last month. Now there are live on Amazon! Our "Protein noodles" are now live on Amazon. Links in the tweet below , do give them a try 👇

@vinodchendhil Ordered and excited. But cooking instructions not clear. First the noodles and masala to be added in boiling water and then separately to be cooked in open pan? And If I have to add veggies in the process, how to do so? Do you have reference cooking videos?

Khapali Wheat Instant Noodles -24g protein/pack (₹89/- per pack 175g, serves 4 bowls, per bowl ₹22) amazon.in/dp/B0FXWTMVMH

@_aaryanshah_ @gautam_adani somebody could well disguise as a delivery person of this guy’s brand and can gain access to the inside of your premise.Someone can attack the website of this brand and try to steal your data now that attacker knows that he’d hit a jackpot if he attacks the website

folks thinking / dming if it’s fake or clickbait, i’ve a business to run & click baiting is the last thing i would do as a brand, it’s an iconic moment for us. we’ve verified every touch point before i even hit that post button

@_aaryanshah_ @gautam_adani please see your right of data privacy is being violated. A business with Z category of security shouldn’t allow these breaches. This could be dangerous

mr adani recently placed an order with us, and he's loved them we've had prominent men across industries shop with us, but this one's remarkable

@IndiGo6E Kanpur staff at the counter is on a mission of creating worse experience. Intentionally did not allow me 20kg of check-in despite the fact that I did not have any cabin baggage(allowed of 7kg). Zero empathy shown by them including the their superior. @MouthShut