ZenG

@athreya49 Maybe since Apple is more successful in hardware company than software? Not many Indians in hardware tech.

How Apple side stepped the ‘Indian CEO’ trend needs to be studied. Considering that Jobs travelled to India as a teenager in search of spiritual awakening.

Good deep dive - livemint.com/economy/india-…

Which world class product has Adani produced after all the Govt support it has received? Its only innovation seem to be financial engineering -

44% of evening peak met by batteries. In California, world’s 4th largest economy. Not some tiny pilot project or a niche experiment, a global industrial powerhouse If you’re still sitting in boardrooms or parliament banging on about baseload and the intermittency of renewables, you’re not just wrong, you’re a dinosaur California's 44% isn't an anomaly. It's a preview of the 2027-2030 reality for every major grid overbuilding renewables The "technical barriers" the fossil fuel lobby loves to cry about are gone. We are shifting solar and wind into the night at a massive, industrial scale. We don't need expensive, inflexible coal or gas to keep the lights on; we need more storage and we need it now - everywhere reneweconomy.com.au/grid-batteries…

India’s Buffers: Time Bought, Not a Remedy Amid geopolitical tensions in the Middle East, India’s foreign exchange reserves, estimated at $585 billion net of forward sales, are providing a critical safety net. In my latest piece for Business Standard, I argue that these buffers buy time, but we need to solve the underlying structural frictions. The data suggests a stark disconnect in the currency market: while India’s core external deficit was approximately $80 billion over the last two fiscal years, the RBI had to supply an estimated $195 billion to the market. A significant part of this gap reflects hedging and speculative positioning, a chunk of it intermediated through the offshore NDF market. Key themes I explore are: The Speculative Spiral: Why the RBI was right to curb the onshore–offshore NDF linkage to prevent a reflexive currency slide, even as the manner of implementation can be debated. Fiscal Realism: The mounting pressure on our fiscal balance, from possible deferral of expenditures by states and rising direct cash transfers to elevated energy input costs and upcoming Pay Commission outcomes. Challenges to Growth and Inflation: How rising energy prices, disrupted supply chains, El Niño, and fertilizer availability all threaten the delicate balance of growth and inflation. The Structural Reset: Why tough policy choices are inevitable unless external conditions improve rapidly. Moving away from financial repression toward market-determined interest rates and a residence-based capital gains tax for FPIs can help foster sustained capital formation. A New Opening: Utilizing the proposed India–EU Trade and Investment Agreement to pilot “passporting” for trusted global funds like UCITS. We have the buffers to navigate the current storm, but hope is not a strategy. It is time to shift focus from managing volatility to enabling the investment and innovation required for the next decade of growth. Read the full article here: bit.ly/4tyEe87 #IndiaEconomy #Macroeconomics #RBI #FiscalPolicy #Markets #IndiaEUFTA #investment

Bacteria move around using a molecular machine called the flagellar motor that rotates faster than the flywheel of a race car engine and switches directions in an instant. After 50 yrs, scientists have finally figured out how it works. “My lifelong quest is now fulfilled.” Link⤵️

Something I taught 14 yo: Most progress is a mix of steps forward and steps back, just with with more of the former. But you can get a run of steps back. So to judge progress accurately you need to use a big enough window, or it could look like you're failing.

If you have not watched the BBC documentary on the killing of children in Gaza, I would implore you to please watch it. They documented over 160 cases. 95 of the children were shot in the head and chest. If this doesn't trigger you, nothing else will. youtu.be/orR7H8GnhCY?si…

Pretty much becomes untouchable to the risk averse financial institutions -

We had room for 2,000 people at Startup School India. More than 25,000 applied. No Startup School anywhere in the world has ever had this many people apply. Not SF, not NYC, not London. India blew them all away.

Third, the state of UP must be divided. Just like the disproportionate power of a commercial entity is a market failure, one state having disproportionate power is a major political failure. UP today alone accounts for nearly 15 per cent of the Lok Sabha strength. This is an unhealthy dominance for a Union of States.

Second, change the composition of the Rajya Sabha. My colleague @acorn has argued earlier that Rajya Sabha must live up to its name, “Council of the States”. That requires two major changes: going back to having domicile requirements for Rajya Sabha members such that they truly represent the state they claim to do and allocating the same number of seats to all states.

Global electricity demand grew more than 2x as fast as overall energy demand in 2025, with electrification & AI expanding strongly US energy demand growth reached one of its fastest rates this century while growth in emerging economies slowed Read more: iea.li/4ewNOUc

Led by “extraordinary” growth of solar, clean energy pushed fossil-fuel generation into reverse Solar growth of +600TWh in 1yr is the largest ever rise – from any source – excl rebound yrs 5/10

Electricity again grew more than 2x as fast as energy, which IEA says “confirms[s] the arrival of the Age of Electricity” Rapid demand growth from EVs / data centres is still “relatively slim” vs demand growth overall, driven by industry, households & commercial buildings 4/10

There is far more politics than governance in India right now. Sadly, so many Indians are relishing the political boxing, as if they are members of a fight club, not voting citizens of a democracy.

The former Lokha Sabha Secretary General P D T Achary has given a very insightful interview to the Indian Express. Please read: indianexpress.com/article/politi…

Why does a caste census matter? India last counted its castes in 1931. But Telangana decided to do it in 2024. State surveyed 3.55 crore people across 242 caste groups, door to door. I read every page. More I read, More convinced I got why it's needed. Here is what I found

Only one chance in this lifetime… Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him. I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.

@ajayrotti That graph I posted shows all states got seats as per an average 10.1 lakhs population. TN got 42 for 4.12crores and KA got 28 for 2.93 crores, that exercise was fine, not sure what is the complaint against that?

@iZentwt See this. Also see population of GJ, MP, MH, KA and then TN and compare the seats. Do the same with Kerala seats. Tell me rhe answer without bias on pure mathematics x.com/i/status/20443…

Over representation? It was average 10.1 lakhs per seat in the past exercise, what is the correction to be done?