Kkeval

@Justin_Halford_ @FirstSquawk Not correct way to look at it, most people joining these colleges come from affluent backgrounds and are not seeking education as a ticket out of poverty. Which is the larger use case for a degree. Un idealistic but realistic

@FirstSquawk Narrative violation: the top MBA programs are hiking their tuition A cleaner explanation of the current arc is that the high caliber cohort is going to be in demand to drive the consolidation of firms and acceleration of competition between megafirms by leveraging AI.

BUSINESS SCHOOLS IN PANIC MODE MBA PROGRAMS NOW OFFERING UP TO 50% OFF AS APPLICATIONS COLLAPSE STUDENTS ARE WALKING AWAY FROM EXPENSIVE DEGREES AMID: AI FEARS WEAK JOB MARKET MASSIVE STUDENT DEBT FALLING ROI

@Ganu492 @1shankarsharma Could have been the best spot around mumbai, but it’s been just another real estate scam and local toll unionists and cabs and same poor infrastructure. Could be spot for adventure sports like para gliding to bungee jumping and so much more. Tourism needs development.

@kevalb26 @1shankarsharma What is even there in lonavala?

I am willing to lay the opposite bet. I was with the 3 foreign tourists recently in India for a few days. When you look at it from the lens of F2 tourists, barring Taj Mahal & Rajasthan Palace Hotels, there is nothing else that they want to see here with they cannot get anywhere else. ( And of course the approach to the Taj ,less said the better) International cards don't work in many many places. They don't want to carry a lot of cash around because of safety. The dirt, squalor ( just outside beautiful Deer park in Delhi, there is a dump truck permanently parked and never cleaned. Non existent roads and payments in most parts Terrible driving ethics whether it is on red light or coming the same way in a one way road whether it is within the city or on highways People who are not cultured or polite or even with basic manners of holding doors open or saying thank you Eg, Goa could have been our Bali , Phuket. But for that we need a swinging liberal culture not moral policing. And yes we need garbage free roads. Out of the 90 lakh tourists every year that come, I am counted a minimum of 20 times because I visit India that many times per year. NRIs are probably 40- 50% of that number. Genuine F2s, F2- esses are probably half. Other countries have not stood still and they have executed. People want amazing places to spend money on. Bali has 80 lakh tourists. Happening night life. Super cheap. Phuket too. Vietnam. Here we only talk and that's where it ends. But yes, this opportunity is a permanent past , present and future opportunity

@VishalBhargava5 If anything they should have made minimum fare for all taxis 200rs for first 2 kms. That would have ensured better cabs, higher income and avoidance of cabs for shorter distances.

Prime Minister: We must conserve fuel Maharashtra Minister: Ban one of the most fuel-efficient vehicles as a Taxi. I’m shocked that Ministers in a State Government are brazenly humiliating the goals of the PM.

India isn’t hit cuz we don’t have Ai, the bigger part of the problem is we have something which the world no longer needs, or will need much lesser. Low skilled, cheap offshore labour. 2nd order effects of these macro changes will reduce consumption, cars, RE, CG & savings

PPFAS is sitting on 19% cash. They still deployed over 4,000 crore in March, in just two transactions. In our latest episode of Speaking with Stalwarts, @RajeevThakkar (CIO, @PPFAS Mutual Fund) breaks down: - Why a 10% fall is not always an opportunity - The real reason behind FII outflows - The case for global investing when 96% of the world's market cap sits outside India - And what to actually expect from Nifty 500 over the next decade Full conversation on our YouTube channel: youtu.be/8viMwmv18yg @BahlKanan #PersonalFinance #InvestmentInsights #IndianMarkets

@apsster @anuragwho 😂 i hope this could be first nepal PM to finish his term… just like pakistan who has not had even a single full term PM since 1947… it’s better he breaks that jinx asap….

@anuragwho @kevalb26 yeh sab tum sikha rahe ho kya sab ko

Given that Nepal gdp is around 45bn and Mumbai gdp is about 310 billion, someone with equal stature to Nepal PM would be Bandra ward ka MLA. Maybe that’s what he’s asking for.

@porinju Atmanirbhar or unwanted by anyone else…. We are reading this whole dii thing wrong. Big money is moving towards the manufacturing capacity over service countries. Even for our Diis to make money we will have to not only be atmanirbhar but also make other countries nirbhar on us

Towards Atmanirbhar Bharat..

Seems like there a mandate with every VC / PE firm to invest in a Invest-tech (Broking) / Wealth-tech (Distribution) venture. Already too competitive. Markets are shrinking. Nothing new on the offerings. Revenues & ARPUs are shrinking. TAM isn't expanding as fast as you expect. Cost of regulations & compliance are going up. Stock Market performance is sideways. Yes, VC Money can accelerate & drive innovation as well as adoption. But can't change macro conditions faster than usual cycles.

30lac cr from that 35 lac cr is from EPFO and with 3 PMS managers. Uti, sbi & darashaw…. PMS is a novelty product in india ppl try once and are done with it. It’s the sizzling brownie of investment, most ppl order it for attention it gets. The number of unique investors has been same for a decade. Same 1.8 to 2 lac

PMS: Charges & Fee structure to know

I did. Many times. But for proof, here's the documentary with me on camera saying it. youtube.com/watch?v=q9kmG-…

Advice from Charlie Munger:

@kunalkamra88 TN aise hi ayega bhai !

Clear Mandate Against Constitutional Democracy…

@loubohan The insane rush and inspiration from indian founders to pull off such things in India will finally come to some sense. INDIA MEIN SAB TECH FOUNDERS HAIN 😅👏🏻

Heard that Harvey is slicing their wrapper even thinner by outsourcing their product to Anthropic Managed Agents as they realize there is no data/posttrain moat on top of the models Harvey/Legora will become a brand + sales team distribution channel for Anthropic until they get bought or give up

@viraj_sheth Took a poll from my IIMC alumni group… 100% people voted for v happy with the results, 0% said not happy. Some memes are hilarious 🤣

what is the general sentiment amongst bengalis with this election result? was there resentment for tmc after all these years? is there hope/lack of it with bjp coming in?

@SandeepMall Habits are a true form of legacy 🫡

She just gets holidays to workout but never misses

@natashamalpani Curious to see who is actually putting their money where their mouth is. I hope they do.

@kevalb26 seeing a lot of forward thinking moves on AI infra from indian financial institutions.

have we ever had this level of consensus and concentration at the frontier? the uncertainty hasn’t decreased. the ambiguity about which AI architectures actually work, which applications retain margin, which distribution channels survive agents is not resolved. what has changed is that enough capital has been committed that dissenting looks costly. perception shapes reality. but concentration of capital and narrative into the same categories at the same moment means the wins get competed away and the losses get amplified. the frontier companies that actually breakout will not look like what we predict today.

I love this idea from Max Levchin:

@DivaJain2 Graviton guys are good 👍🏻

There are some like Graviton but largely Indian markets produce Share bajaar types that are either tel sabun MBAs or Lalaji Baby/baba log whose competence is limited to spinning stories. They have neither the ability nor the vision/eye for talent to set up a quant/MM/HFT desk.