:) retweetledi
:)
598 posts

:) retweetledi
:) retweetledi
:) retweetledi

If I win the lottery I won’t tell anyone but there will be signs
All day Astronomy@forallcurious
Angelina Jolie bought 60 thousand hectares in Cambodia that were used for hunting. Today, the area has become a wildlife protection reserve.
English
:) retweetledi
:) retweetledi
:) retweetledi
:) retweetledi
:) retweetledi
:) retweetledi
:) retweetledi
:) retweetledi

How did Anthropic do automation to Word, PowerPoint and Excel before Microsoft 365 Copilot?
Claude@claudeai
Claude for Word is now in beta. Draft, edit, and revise documents directly from the sidebar. Claude preserves your formatting, and edits appear as tracked changes. Available on Team and Enterprise plans.
English
:) retweetledi

Yesterday i met a founder who graduated from Yale and came back to India to build a biotech company. They're trying to make vaccines for liver and pancreatic cancer and other infectious diseases that kill 80-90% of patients within five years. Team of 100+ scientists, AI engineers and medical specialists based in India who got research grants from some of the world's most credible institutions. But they're unable to raise VC money from Indian investors because most can't underwrite a 7-10 year bet on deep science. So they're moving the legal entity outside India to access international investors.
Another issue is the slow regulatory framework. India holds 17% of the world's population and 20% of its disease burden, but runs barely 1.2% of global clinical trials. Getting regulatory approval for a clinical trial takes a few years sometimes versus a few weeks in the US or China. So this company is doing their first phase of trials outside of India.
We need two things to change. First on funding, we need a dedicated health fund which is government backed with a 10-15+ year horizon, willing to take the early risk that commercial VCs can't model. This is something we're trying to do at Rainmatter across all our investments. If we want a better healthcare , we need a system to support innovators.
On regulation, maybe add more staffing bandwidth and bring updates to clinical frameworks at CDSCO with a 30 day timeline and a parallel ethics review that moves fast.
We've the talent and science here and the patients are here. What's missing is the institutional will to back them. We just keep making it someone else's problem to fund. It's shouldn't be acceptable that Indian talent runs the science but India won't own the upside.
English
:) retweetledi

I recently had dinner with Dr Devi Shetty, the founder of Narayana Hospitals. For those who don't know him, he's the guy who figured out how to do open heart surgery for a few hundred dollars when the same procedure costs a bomb in the US. Narayana has 18,000 beds across India, and if you ask most middle-class people in Bangalore about it, they'll speak highly of it.
There was one thing I kept thinking about over and over again after meeting him.
Narayana's market cap is around ₹38,000 crore. Now compare that to pretty much any half-decent financial services business in India, and it'll be valued more than that, including Zerodha. A brokerage, worth more than a hospital chain, that has probably saved hundreds of thousands of lives.
I get the arguments. If you're a fund manager/analyst, you can immediately explain it away using margins, capex, asset-light vs asset-heavy, and all that, and I'm not saying the market is wrong.
But it's still a strange world we've built, where the businesses closest to money get valued the highest, and the ones doing the hard and essential things get priced like boring utilities. A hospital carries physical infrastructure, enormous liability, thin margins and the actual weight of keeping people alive. And somehow that's worth less than a platform for buying and selling stocks.
I don't have a clean take on this. All of this just felt odd.
Ps: Nothing here is investment advice. For that, go to @zerodhavarsity

English
:) retweetledi
:) retweetledi
:) retweetledi
:) retweetledi





















