Harshit

341 posts

Harshit

Harshit

@harshit0702

Katılım Ocak 2011
85 Takip Edilen58 Takipçiler
Harshit retweetledi
Tejasvi Surya
Tejasvi Surya@Tejasvi_Surya·
Had the Karnataka MLAs spent time in the Vidhana Soudha discussing safety and security preparedness for IPL fans, it would have upheld the dignity of the House. Instead, we saw MLAs pleading and even threatening for free tickets for themselves and their families. This is not just poor priority. It exposes a deeper problem - a VIP mindset that sees public office as entitlement. Why should any sports body owe MLAs anything? Why should elected representatives expect privileges denied to ordinary citizens? Public office is not a privilege. It is a responsibility. This culture must end. #IPLTicket #MLAIPLKarnataka
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Tejasvi Surya
Tejasvi Surya@Tejasvi_Surya·
This picture says more than a thousand words. It captures, in one frame, what our political culture has been reduced to. A national icon like Venkatesh Prasad, a man who brought pride to India, whose spells against Pakistan are etched permanently in our collective memory, is today standing with folded hands before a Chief Minister. Why? Not for any wrongdoing. Not for any failure of duty. But simply because he did his job. Because he did not anticipate that the brittle egos of politicians would be bruised. Because he did not bend to a culture that expects free tickets, special treatment, and unquestioned entitlement. This is the tragedy. When those who have served the nation with excellence are made to stand in deference, and those in public office demand privilege over accountability, something has gone fundamentally wrong. This is not just about one incident. This is about a deeper decay. A political class that sees power as entitlement, not responsibility should go. A system where excellence bows, and arrogance sits should go. A new generation of political class is badly needed at all levels. If this does not disturb us, nothing will. India deserves better. For whatever it is worth, I stand with @venkateshprasad. And I know, millions will.
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Harshit
Harshit@harshit0702·
AWS called a drone/missile strike on their UAE data center "objects struck." That language gap IS the story. Cloud geography is now a wartime calculation. AMZN, MSFT, GOOGL all have Middle East infra in an active conflict zone. Reprice that risk. #Markets #Investing #Geopolitics
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Harshit
Harshit@harshit0702·
Everyone's debating AI's energy use. Fewer are watching the water problem. 1 MW data center = 68,500 liters/day. (Deloitte) Next-gen AI clusters run 50-100x that. Water-stressed regions + hyperscaler expansion = underpriced infrastructure risk. #Investing #Stocks
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Harshit
Harshit@harshit0702·
The real story from India-Pakistan isn't the conflict. It's that a $2.5B indigenous defence system just outperformed Chinese-supplied Pakistani gear in live combat. Export inquiries are flooding in. India's defence industry moment has arrived. #Investing #Geopolitics
Aditya Raj Kaul@AdityaRajKaul

#BREAKING: Dubai Airport in UAE under fresh attack from Iranian ballistic missiles. Several passengers and staff injured. Developing story at midnight.

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Harshit@harshit0702·
Controversial take 🇮🇳 Sri Lanka went bankrupt. Pakistan ran to IMF. Bangladesh saw political collapse. India: 7%+ GDP growth, stable currency, rising FDI. Not perfect. Not full potential. But absorbing global chaos while growing? That's underrated. #India #Economy
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Instinct
Instinct@Clutchxgod33·
Before crushing Zimbabwe, Hardik dropped pure motivation in the huddle. - "The whole Indian crowd are here to get entertain by indian team not by individuals". - When Hardik speaks, the whole team will listen. ✍🏻
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Harshit
Harshit@harshit0702·
Iran attacked by US-Israel. What moves first when markets open: → Oil: spike (Strait of Hormuz risk) → Defence stocks: up → Aviation: down (mass flight suspensions) → INR: pressure Geopolitics IS portfolio risk. Not financial advice. #Investing #Geopolitics
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Harshit@harshit0702·
Anthropic just lost Pentagon contracts. Palantir deployed Claude on classified networks via its AI Platform. Now DoD must rebuild that stack. $PLTR wins or loses based on how fast they swap in xAI/OpenAI. Watch Palantir's next move closely. 📊 #Investing #Stocks #Markets
Aakash Gupta@aakashgupta

Trump just banned Anthropic from the entire federal government. That's the headline. Here's what actually happened. Hegseth designated Anthropic a "supply chain risk," which means every contractor, supplier, and partner that does business with the U.S. military is now banned from conducting any commercial activity with Anthropic. Effective immediately. The defense industrial base includes roughly 60,000 companies. The $200 million Pentagon contract was 1.4% of Anthropic's $14 billion revenue. Survivable. The supply chain label is a different animal entirely. Boeing and Lockheed Martin were already asked this week to assess their Anthropic exposure. Anthropic says eight of the ten largest U.S. companies use Claude. Many hold defense contracts. Those companies now have to certify they don't touch Claude in their Pentagon workflows, or potentially drop it entirely to stay clean. One policy analyst estimated that "some large portion" of Anthropic's existing customer base could evaporate because they either have government contracts or want them in the future. The designation is normally reserved for Huawei and firms linked to the Chinese Communist Party. The company that voluntarily cut off hundreds of millions in Chinese revenue, shut down CCP-sponsored cyberattacks, and advocated for chip export controls now sits in the same category. The two contract terms they refused to drop: mass domestic surveillance of Americans and fully autonomous weapons with no human oversight. The capability gap the Pentagon just created is staggering. Claude is the only AI model actively running on classified military networks. It was used in the Maduro raid through Palantir. It operates inside national nuclear laboratories. xAI signed the "any lawful use" terms to get Grok into classified systems, but defense officials privately admit Grok can't match Claude. The six-month phaseout exists because they banned the model they depend on and have no substitute ready. Then the industry response broke the Pentagon's strategy. Over 330 employees from Google and OpenAI signed a solidarity letter. Sam Altman went on CNBC and said OpenAI holds the same red lines. The Pentagon picked this fight to establish that AI companies serve without conditions. Instead it unified the industry around the exact two guardrails it wanted eliminated. Anthropic is planning to go public this year, valued at $380 billion. Whether the supply chain risk label actually forces Fortune 10 companies to drop Claude or quietly dies in legal challenges will determine everything. The Pentagon is about to find out how many of those 60,000 contractors use Claude. That number is the only one that matters now.

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Harshit
Harshit@harshit0702·
The Pentagon's $800M AI bet isn't really about chatbots. It's about agentic AI — autonomous decision-making at military speed. Whoever controls that stack controls battlefield advantage. China is watching. So should you. #Geopolitics #AI #Markets
Secretary of War Pete Hegseth@SecWar

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic. Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission - a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives. The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield. Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable. As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives. Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered. In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service. America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

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Harshit
Harshit@harshit0702·
HDFC waived Infinia criteria for FY26 — ₹18L spend OR ₹50L relationship value. Most people chase the spend. Fewer realize parking ₹50L in savings/FDs qualifies too. Banking relationships are an underrated asset. 📊 #PersonalFinance #CreditCards #Investing
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Harshit retweetledi
anand mahindra
anand mahindra@anandmahindra·
In the past few days, markets have been whipsawing in response to various AI scenarios, most recently the Citrini thought experiment. The report sketches a fictional 2028 in which agentic coding tools drive the cost of software production close to the cost of electricity. In that scenario, corporations sharply reduce or cancel outsourcing contracts, revenues at major Indian IT firms decline, IT exports shrink, India’s balance of payments comes under strain & in its most dramatic passage, even the IMF is imagined to be in preliminary discussions with New Delhi. It’s a great thought exercise. But I can’t resist quoting Mark Twain who once said, “Reports of my death are greatly exaggerated.” Let me add another possible scenario to the debate. I do not claim to have a foolproof counter-scenario. The future remains magically uncertain. Markets are swinging because they are trying to price that uncertainty & in that sense, perhaps they are behaving rationally. AI will undoubtedly put pressure on IT services companies. Yes, they will need to become more efficient, reduce cost structures, rethink headcount models and move away from pure effort-based pricing toward outcomes & value delivery. But what if AI does not eliminate service providers & instead makes the best ones even more central? As AI systems scale across enterprises, someone still has to ensure secure data foundations; integration across legacy and cloud systems; governance, compliance and auditability; mission-critical reliability. Especially for medium and large enterprises, integration is messy, regulation is heavy, and failure costs are high. The differentiator may not be who supplies effort but who can deliver outcomes, manage risk and help deliver ‘Scale at Speed’ as we like to say at @tech_mahindra That role doesn’t disappear. It evolves. So an alternate scenario, offered with humility and not certainty, is that services firms that pivot decisively toward AI orchestration and outcome-based delivery will remain extremely relevant.
Citrini@citrini

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic

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Harshit
Harshit@harshit0702·
The real EV story isn't the battery. It's software. HARMAN just showed AR windshields, AI-personalized audio & OTA updates across 80M cars. Samsung's automotive bet is underpriced by markets. #Stocks #AI #Investing
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Harshit@harshit0702·
LLMs think in 3 regimes per new Apple research: 1. Simple = standard models win 2. Medium = reasoning models edge ahead 3. Complex = both fail completely AI valuations assume regime 2 is everything. It's not. #AI #Markets #Economy
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Harshit
Harshit@harshit0702·
Two of the biggest gold buyers on the planet right now: → Global central banks (structural shift post-2022 sanctions) → Indian households ($5T+ holdings and climbing) These aren't traders who sell on dips. That's what a structural bull market looks like. #Gold #Investing
Macro Liquidity by Sunil Reddy@Macrobysunil

INDIA IS DOING THE TRADE OF THE DECADE 🔥 FM Nirmala Sitharaman just indirectly gave it official blessing today (post-RBI board meet): “All gold… is imported… dependence on precious metals is very much from outside only… Gold has always been a favoured investment for households… Most countries today, particularly their central banks, are buying gold and silver… the spike is largely due to central banks also buying and storing.” Here’s the macro translation every liquidity watcher needs: India as a system is now structurally LONG hard money (Gold + Silver) and SHORT the Dollar. Exactly how this Trade of the Decade plays out at national scale: 1. India earns billions of fresh dollars every month — IT/services exports + NRI remittances create a permanent structural surplus. 2. Households (and quietly the official sector) take those dollars and recycle them straight into physical gold & silver imports. 3. National balance-sheet shift: ✅ LONG hard money, household gold holdings alone > $5 trillion (bigger than entire GDP). RBI gold share at record 17% of reserves and rising. ❌ SHORT the dollar, every gold price spike = Selling dollars to fund imports. Yes, it widens the merchandise trade deficit. Yes, it puts mild pressure on the rupee. Yes, gold imports have spiked to $12 bn+ in peak months. But FM’s tone is crystal clear: “Not alarming… usual seasonal demand… hasn’t gone beyond a certain limit… we’re watching but it hasn’t reached alarming proportions.” No duty hike in Budget 2026. No new taxes. No restrictions. This is official blessing. Global central banks stacking + Indian households stacking = the structural bull case for gold & silver is now India’s de-facto national strategy. The Trade of the Decade is live, and India is fully in it. Position accordingly. 💎

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Harshit@harshit0702·
Hinton's Nobel speech buried the lede for investors: "If created by companies motivated by short-term profits, our safety will not be the top priority." That's not just ethics. That's regulatory risk. Watch which AI companies are building safety moats. #AI #Markets #Investing
Big Brain AI@realBigBrainAI

The "Godfather of AI," Geoffrey Hinton, warned in his Nobel Prize speech that the technology he helped create is already causing harm. He acknowledged AI's promise, noting it will create "highly intelligent and knowledgeable assistants who will increase productivity in almost all industries." But he added a critical condition: "If the benefits of the increased productivity can be shared equally, it will be a wonderful advance for all humanity." Then came the warnings. Hinton outlined three ways AI is already causing real-world harm, not hypothetically, but right now: • Creating "divisive echo chambers by offering people content that makes them indignant" • Being used by "authoritarian governments for massive surveillance" • Enabling cybercriminals to launch "phishing attacks" at scale He then turned to what's coming next: "In the near future, AI may be used to create terrible new viruses and horrendous lethal weapons that decide by themselves who to kill or maim." All of these short-term risks, he stressed, "require urgent and forceful attention from governments and international organizations." But it was his final warning that carried the most weight. Hinton spoke directly about what happens when we build digital intelligence that surpasses our own: "We have no idea whether we can stay in control. But we now have evidence that if they are created by companies motivated by short term profits, our safety will not be the top priority." His closing words were blunt: "We urgently need research on how to prevent these new beings from wanting to take control. They are no longer science fiction." What's striking is the progression: from echo chambers we can already see, to weapons we can imagine, to superintelligent systems we can't yet control. Each step more consequential than the last. And when the man who helped build modern AI is the one calling for urgent action, it means the threat is no longer theoretical.

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Harshit
Harshit@harshit0702·
OpenAI: $13B+ ARR, still unprofitable, energy costs scaling with every model. When someone frames a trillion-dollar infrastructure bet as "feeding a child," ask what they need you not to question. #Markets #Investing #FinTech
Dustin@r0ck3t23

Sam Altman has mastered the art of making a $500 billion infrastructure gamble feel like a law of nature. Here’s exactly how he does it. Altman: “It takes like 20 years of life and all of the food you eat during that time before you get smart.” Brilliant framing. AI training costs feel biological. Natural. Inevitable. The same way nobody blames a child for eating. But OpenAI isn’t raising a child. It’s building 10-gigawatt data centers and burning through tens of billions of dollars to maintain technological dominance. That’s not biology. That’s a brute-force business strategy. Your electricity bill is going up. Your grid is straining. Blackouts are spreading across data center regions. And the company responsible needs you to feel like questioning that is as heartless as starving a child. Altman: “If you ask ChatGPT a question, how much energy does it take once its model is trained to answer that question versus a human?” Notice the move. He isolates the inference cost and writes off the training cost as evolutionary debt. Altman: “The very widespread evolution of the 100 billion people that have ever lived to produce you.” By anchoring AI training to the entire evolutionary history of humanity, the Stargate data centers start to feel like a reasonable price to pay for intelligence. They’re not. They’re a choice. An aggressive engineering and business decision that scales with every model generation and grows more expensive with each one. OpenAI has crossed $13 billion in annual recurring revenue and is still fundamentally unprofitable. The energy consumption isn’t a natural law of intelligence. It’s the cost of winning a race at any price before anyone else can. And once that comparison embeds, once people accept AI training equals childhood, questioning the energy burn becomes questioning whether children should eat. That’s not an analogy. That’s a shield. Equating a multi-gigawatt campus to a human eating lunch is how you normalize a trillion-dollar takeover of the global energy grid without anyone questioning whether the output justifies the cost. The most expensive business decision in human history just became as unquestionable as feeding a child. That didn’t happen by accident.

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