Global South

Shooting at malls. Shooting at bars. Shooting at schools. Shooting at rallies. Shooting on tourists. Shooting on diners. Shooting on babies. Shooting even at the President despite all the security. Drugs, Guns, and Crimes everywhere. And other countries are "Hellhole?" Right.

Ridiculous. You can learn from your own limited experience or from the vast experience of others by reading books. As Charlie Munger said: "You don't have to pee on an electric fence to know it's a bad idea." You can learn from experience of others. Read (like most successful investors and others do).

The UAE's request for a swap line -- presumably after a big fall in the central bank's $285b in reserves in March/ early April -- confirms that the GCC countries are now a net drain on offshore dollar liquidity. The Saudis also will need to borrow dollars to get through 1/

"Sanskari, haye haye, pooja karne se sanskari nahi hote" "Namaz is the best exercise of world" Indian corporates who are so called "sharks" of India 🤡

We are called “Randi” online. It’s a tragic reality of our times. That’s what the internet is. But that you were called one cannot be your primary argument to prove yourself right. You glorified a religion which explicitly mandates that you, as a “proud Hindu” be raped, converted or killed. So shut up with your victim card. Stop whining. You say “Religion is respect” and then glorify one which murders and rapes hindu women EVERYDAY. You are garbage, Namita.

Jensen Huang said AI has 5 layers of value. India doesn't have a presence in any of them. ⚡ Layer 1 — Energy. A hyperscale AI campus now draws 1–2 gigawatts — a mid-sized nuclear reactor, for one building. China added nearly India's entire installed grid in new capacity last year. 💾 Layer 2 — Chips. The silicon brain and everything that makes it. → GPUs: Nvidia (US), AMD (US), Broadcom (US) design. TSMC (Taiwan) fabs at the cutting edge. → HBM, the high-speed memory beside every GPU: ~90% Korea. → ASML (Netherlands) has a monopoly on the one machine that prints the most advanced chips. → Silicon wafers ~60% Japan. Photoresist ~90% Japan. 🏭 Layer 3 — AI infrastructure. The data centre and everything around the chips. → Hyperscale cloud: AWS (US), Azure (US), GCP (US); Alibaba (China), Tencent (China). → Servers and AI-rack cooling: Supermicro (US), Vertiv (US), Schneider (France), Eaton (US). → Commodities: copper (Chile, Peru), niobium (~90% Brazil), rare earths (~85% processed in China). 🧠 Layer 4 — Models. Closed: OpenAI (US), Anthropic (US), Google (US), Meta (US). Open: DeepSeek (China), Qwen (China), Kimi (China). 💻 Layer 5 — Applications. ChatGPT (US), Copilot (US), Cursor (US), Claude Code (US), Agentforce (US). Mostly US. Increasingly Chinese. China has a presence in all 5. Korea owns HBM. Taiwan owns the cutting-edge factory. Netherlands owns the machine that makes it possible. India: Layer 1 — grid stretched, industrial power expensive and patchy. 24/7 clean power is hard to deliver today. Layer 2 — no frontier chip factory. Tata-PSMC (India-Taiwan) at ~28nm is a decade behind AI chips. India's chip design talent works for Nvidia (US), AMD (US), Qualcomm (US), Intel (US). Value flows to US balance sheets. Layer 3 — India builds the data center buildings (Yotta, Adani, Reliance) and generic industrial power and cooling gear (BHEL, Crompton, Blue Star). But no hyperscale cloud, and no specialized AI-rack cooling or power shelves. Every Indian AI startup runs on AWS (US) or Azure (US). Layer 4 — Sarvam, Krutrim (India). Real teams, orders of magnitude below the frontier. Layer 5 — Zoho, Freshworks (India) are real SaaS businesses, but their AI features — like most Indian AI-app startups — are thin wrappers on OpenAI (US), Anthropic (US), Google (US). And not agentic. Agents are where the flywheel lives. India has no agentic platform at that scale. This is a 30-year-old choice. India bet on services and not manufacturing. TCS, Infosys, Wipro, HCL (India) built a ~$250B export industry. It paid off. But services sit above the stack — they don't own any layer of it. India's AI Mission is ~$1B. China's is in the hundreds of billions. That's not a gap to close — it defines the game.

Iran’s geography is essentially a "fortress by design." A ground invasion from the sea—specifically through the southern coastline shown—presents a tactical nightmare for any conventional military. The most striking feature in the image is the massive, corrugated mountain system. These aren't just hills; the Zagros Mountains run parallel to the Persian Gulf and Gulf of Oman, creating a series of high-altitude ridges that act as a natural "curtain" against the interior. The distance between the shoreline and the first major mountain foothills is extremely small. An invading force would be pinned against the sea with nowhere to spread out or establish a safe supply base. In the lower-left sections of the image, you can see the pale, desolate stretches of the Khuzestan plains and various salt marshes. While these areas look flat, they are often treacherous. Depending on the season, they transition between baked-hard crusts and impassable mud, making heavy logistics unreliable.

India currently ranks 4th in ship count (343 vessels) and 5th in total tonnage (approx. 632,000 tons). With two operational aircraft carriers (INS Vikramaditya and INS Vikrant) and a growing fleet of indigenous destroyers and nuclear submarines. Its time to secure out Supply lines

Imagine being an American and having this view today 😂 A country that’s been humiliated in an unpopular war, zero leverage at talks, several ‘laundry fires’, ALL its Gulf Bases hit, $200 billion vaporised in losses etc, and Iran’s regime still standing. “Head spinning” indeed.

THE COUNTRY TO WATCH OUT FOR IS NOT CHINA, IT IS INDIA Modi is playing Geopolitical chess better than anyone

Claude Opus 4.7 is now the default orchestration model powering Computer. It's also available for Max subscribers on Perplexity web, iOS, and Android.

Delhi and Bombay are different worlds. They just are.