Jayaraman Rajah Iyer

गुरुर ब्रह्मा गुरुर विष्णु: गुरु देवो महेश्वरः | गुरु साक्षात परब्रह्म तस्मै श्री गुरवे नमः||

#webview=1" target="_blank" rel="nofollow noopener">www-thehindu-com.cdn.ampproject.org/v/s/www.thehin… Correct. My house is surrounded by wind turbines. Lucky to get water borehole in 900 feet due rock. All other nearby areas are deserts. 1400' borewells are dry. Water when we pump out is hot. It has spoiled the entire area the windmills.

@TidefallCapital @ArunrBits As Intangible Assets? Not yet capitalised? Explain how by GAAP? Or a number of Worldcoms?

"Moody’s found that the five major hyperscalers – Microsoft, Amazon, Alphabet, Meta, and Oracle – together have $662 billion off-balance sheet commitments already. GAAP accounting lets them hide it."

US Iran War Live Updat Peace Deal To Be Announced "Shortly", Says Trump. Trumpet is the Brahma, will get his job done in a day, in Brahma's time. In Hindu cosmology, a Day of Brahma is a cosmic time cycle called a kalpa, which lasts for 4.32 billion human years. During this day, the universe is manifested and active. It is followed by a "Night of Brahma" of equal length, during which the universe dissolves into a state of rest

@SudhanidhiB I thought Jahangir khan not fighting this election. But I see he is there with 4000 votes 🙂

@SouleFacts @Thomas11P I'm sorry for the previous image. This one should make my comparison clear.

Very interesting analysis madam. My take on this As an Oil & Gas professional with hands-on experience working across major Indian refineries (including Reliance Jamnagar, Nayara Vadinar & IOCL Paradip), here’s my take: You’re spot on — India holds a rare technical edge with Venezuelan heavy/sour crude (Orinoco/Merey grades). Only a handful of facilities worldwide can process these extra-heavy, high-sulphur, high-TAN barrels efficiently at scale. Reliance Jamnagar (world’s largest & most complex refinery, NCI 21.1) stands out as the leader. It has successfully processed hundreds of challenging crude grades and converts discounted Venezuelan barrels into high-margin products very profitably. Nayara Vadinar and Paradip are also well-equipped for this. This gives India the ability to buy Venezuelan crude cheaply and refine it economically — something many US refiners would find costlier due to limited high-complexity configurations suited for such grades. This technical capability actually strengthens the cozy relationship between the US and Reliance. Both share strong common interests: Reliance is a major exporter of refined products to the US, benefits from access to American technology & partnerships, and operates in a way that supports broader energy market stability. Mutual economic benefits and complementary strengths in global energy trade create natural alignment.

PM Modi stood on a 32-km wall across the sea in the Netherlands, and what happened next could change water security for millions of Indians. This wasn't a tourism stop. PM Modi had a plan.

Marco Rubio did not land in New Delhi to talk friendship. He came with a checklist. Buy American oil. Buy Venezuelan oil routed through US channels. Pay the premium. Do not ask questions. Washington has kept the Strait of Hormuz in a slow boil deliberately. Russian refineries sit under sanctions. The squeeze on global energy supply is not an accident. It is architecture. Manufactured scarcity to make US crude the only viable option at whatever price Washington decides to name. India is the target market. The mediation offer on Pakistan is another arm of the same agenda. The US wants to position itself as the indispensable middleman before any India Pakistan flashpoint escalates. What that really means is this: India must inform Washington before taking any unilateral defensive action. India must seek American approval before responding to aggression on its own soil. That is not mediation. That is a leash dressed up as diplomacy. And then there is the immigration lever. Hundreds of thousands of Indians are embedded in the American economy, in tech, in medicine, in finance. Washington knows this. Rubio knows this. The visa threat is the silent weapon sitting in the corner of every room where these conversations happen. The opening stop at Mother Teresa’s Missionaries of Charity in Kolkata was optics. It was a signal about values and about who controls the moral framing of this visit. The agenda was set before the plane touched down. India has navigated far more sophisticated pressure than this. The answer must be simple and non negotiable. Strategic autonomy is not a talking point. It is the policy. India does not pre-inform. India does not pre-seek permission. India does not buy overpriced oil because Washington engineered a shortage to make the math work. Rubio came with a list. India should hand it back unsigned.

🦔Workers in India are wearing head-mounted cameras for 12 cents an hour to collect training data for humanoid robots. The footage of them doing everyday tasks like cooking, cleaning, sorting, and walking through public spaces gets sold to robotics companies building the models meant to replace those same kinds of jobs in higher-wage countries. The arrangement has been running for roughly two years. Workers do not own the data, do not get residuals, and in many cases are not told what their footage is being used to train. My Take The workers wearing the cameras live in a country where robotics automation will hit decades later, so they are training their own future replacements at a delay that hides the consequence from them personally. The companies buying the data are mostly US and Chinese, building humanoid robots aimed at warehouses, retail, and service jobs in countries paying $15 to $25 an hour rather than 12 cents. Robotics companies need motion data that mimics how humans actually move through real environments, and synthetic data has not been good enough yet. Paying 12 cents an hour in Bengaluru is cheaper than running motion capture studios in Boston, and it works at scale because the worker absorbs the cost of the camera, the discomfort of wearing it, and the long-term loss of any rights to their own movement data. The robotics labor market that eventually emerges from this footage will displace far more wages than the data collection cost to gather. That is the trade investors funding humanoid robotics startups are betting will pay off, and the workers in the videos are the ones paying the tab up front. Hedgie🤗

Happy to have met President Nikos Christodoulides in Delhi. We held extensive deliberations on further strengthening the India-Cyprus friendship. Considering the close ties between our nations, we have decided to elevate our friendship into a Strategic Partnership. Ours is indeed a strong and futuristic partnership rooted in shared values. The growing investment linkages between our nations are a matter of immense joy and we hope to increase trade and economic ties in the times to come. @Christodulides

We are making our discount permanent! 🎉 Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀

DeepSeek just popped the American AI bubble. Not by killing AI. By killing the fantasy of unlimited AI pricing power. DeepSeek V4 Pro: Input: $0.435 per 1M tokens Output: $0.87 per 1M tokens OpenAI GPT-5.5: Input: $5.00 Output: $30.00 Claude Opus 4.7: Input: $5.00 Output: $25.00 Claude Sonnet 4.6: Input: $3.00 Output: $15.00 DeepSeek is roughly: 11.5x cheaper than GPT-5.5 on input 34.5x cheaper than GPT-5.5 on output 28.7x cheaper than Claude Opus on output 17.2x cheaper than Claude Sonnet on output If a model is “good enough” at 1/20th or 1/30th the cost, margins will compress faster than Wall Street expects. AI is not dead. But the AI bubble just lost its pricing power. $NVDA $MU $AMD $SMCI $AVGO $ARM $MSFT $GOOGL $META $AMZN $ORCL $PLTR $CRWV $NBIS #AI #DeepSeek #AIBubble #ArtificialIntelligence #Semiconductors #HBM #DRAM #Nvidia #Micron #AMD #TechStocks #Nasdaq #StockMarket #Investing #WallStreet #YapayZeka #Borsa

Happy to receive the US Secretary of State, Mr. Marco Rubio. We discussed sustained progress in the India-US Comprehensive Global Strategic Partnership and issues related to regional and global peace and security. India and the United States will continue to work closely for the global good. @SecRubio @marcorubio

गुरुर ब्रह्मा गुरुर विष्णु: गुरु देवो महेश्वरः | गुरु साक्षात परब्रह्म तस्मै श्री गुरवे नमः||

India just built a missile that can destroy enemy radar systems from 600 km away. Before the radar even knows it is coming 🇮🇳 Meet Rudram-3. India's first hypersonic anti-radiation missile. Now being integrated on Su-30MKI. Here is what it actually does 👇 • Flies at Mach 5 plus in terminal phase • 550 to 600 km range launched from 11 km altitude • Passive radar homing seeker, hunts enemy radar emissions automatically • 200 kg modular warhead for radars, bunkers and command nodes • Weighs 1.6 tonnes, Su-30MKI carries two simultaneously • 80% indigenous components, BDL gearing up for production • Full operational clearance targeted 2026 to 2027 The moment an enemy radar switches on, Rudram-3 locks on to its signal. Switch off the radar to survive. India is building the missile that makes enemy air defence a liability instead of an asset. 🇮🇳

🦔Google AI Pro subscribers got an email yesterday telling them the 1,000 AI credits included in their base plan are gone, replaced by a "compute-based usage limit" that varies based on prompt complexity, features used, and chat length. The new limit refreshes every 5 hours until a weekly cap is hit, after which extra access has to be purchased separately. Annual subscribers who paid upfront are seeing the change mid-contract. The Gemini app, Flow, and Antigravity products are all on the new model. No price reduction was offered. My Take Google told paying customers the included benefit is gone and replaced it with a metering system the customer cannot calculate in advance. "Compute-based usage limit that factors in complexity, features, and length of your chat" is a polite way of saying token-based billing where the user has no idea what each prompt costs until after they send it. Annual subscribers paid for a year of credits they no longer get, which would be a contract breach in any other industry but reads as routine in AI subscription land. This is the same token cost story I just wrote about in the Fortune post playing out one layer down. The labs face IPO-driven pressure to fix their unit economics, the hyperscalers running the infrastructure pass that pressure to enterprise customers, and now consumer subscribers are getting the same treatment. Headline price stays flat, included usage shrinks, and the difference gets sold back as a metered upsell. Anyone subscribed to an AI service should expect the pattern to keep repeating. The bill is moving down the stack from labs to enterprises to households. Hedgie🤗

गुरुर ब्रह्मा गुरुर विष्णु: गुरु देवो महेश्वरः | गुरु साक्षात परब्रह्म तस्मै श्री गुरवे नमः||

India trains the engineer. America files the patents. Gurtej Sandhu was raised in Amritsar and trained at IIT Delhi. He now holds 1,299 US patents at Micron, Edison topped out at 1,093. Sandhu is the 7th most prolific inventor in American history. His titanium nitride deposition work is why every DRAM cell in your phone and every GPU training a foundation model actually holds charge. Micron, Samsung, and SK Hynix own 95% of global DRAM. None of them are Indian. We export the inventor. We import the chip.

Roger Penrose, Nobel Prize-winning physicist and mathematician, explains why we should stop calling it AI and start calling it "artificial cleverness": He believes the entire field is mislabelled, and the label itself is doing damage. His objection is simple but cuts deep: "The name is wrong. It's not artificial intelligence. It's not intelligence. Intelligence would involve consciousness. Well, if it's a machine, it's not conscious." For Penrose, people have confused raw computing power with genuine understanding. "People have lost the plot. They've lost it in the power of computing. The thing is that computers have got so powerful that they've lost the thread of what they're doing. But I think consciousness is something different. It's not computational." He believes the term itself has hypnotized people into a category error: "People are so hypnotized. The trouble is that AI is a bad term. It means artificial intelligence. Now intelligence in my view is conscious. That's what intelligence is about." So he proposes a rename. Artificial Cleverness. AC instead of AI. To illustrate the distinction, Penrose draws on his experience teaching mathematics: "You have mathematics students. Some of them understand what they're doing. Some are just clever. They can repeat what they've learned. They know how to do it very cleverly. They can calculate very well, but they don't necessarily understand what they're doing." That gap, between calculating well and actually understanding, is the gap Penrose sees between today's machines and genuine intelligence. Cleverness can be manufactured. Consciousness, in his view, cannot. So the question worth sitting with: when we call a system "intelligent," are we describing what it does, or quietly assuming something about what it is?