rohan

@Akshay_VAK First step imo is to ensure these elements of TMC do not join the BJP.

"My favourite club lost, here's my ass-"

If you change 4 results over a 20 year period, United end up with 17 out of 20 Premier League titles under Ferguson.

@Akshay_VAK Rajdeep crying. Nothing comes close.

@lalitgrateful Cause they have resale value. Try selling the 300k home in Germany and see how much you get back

2 bhk in Bengaluru : 1.7 cr average salary : 15 LPA multiplier : 25x Meanwhile 2 bhk in Germany : €300k average salary : €60k multiplier 5x Indian homes are 5x expensive. why?

@abhymurarka Why ? They have -5% rev growth ttm ?

This crazy chart shows the Avengers Endgame version of the US Big Tech. The AI megatrend is (so far) a cash guzzling monster - all the cash of US Tech is going into Capex, but profits or cash is nowhere in sight. Between the Big 4 (Microsoft, Google, Amazon and Meta) and the chip makers like Nvidia, the Capex on AI in 2026 is projected to be almost $575 bn (up almost 100% yoy). This is more than the GDP of 180 countries. On the debate of India building frontier AI models, India cannot really and shouldn't really play this game. PS: This chart is great for our recent stock pick Black Box Ltd. Amidst the debate, it gives them almost unprecedented growth certainty.

@arankomatsuzaki What do you do with this many tokens ? Rebuild Linux

I spent 1.7B tokens on Codex (Pro 5x) and 80M tokens on Claude Code (Max 20x) yesterday. Guess which one gave me a usage-limit warning.

@omarali50 lol. Oil is a touchy subject for you lot. We do what we want when we want. Now go steal some from Iran on those 70cc bikes you beggars ride around.

@omarali50 I agree. The prostitutes can’t generally go against their pimp.

I told you so.. could not have been done without US approval, was likely done as part of his attempts to get a deal..

@cjzafir What are you building with 100m tokens ?

Codex 5.5 as orchestrator and Deepseek v4 as executor is a steal. I burnt 100M tokens in 36 hours on Deepseek v4. Beating Opus 4.6 with no sweat.

@Prakashplutus As an investor why would you compare market cap to GDP 😂. Are all you lot just huffing coke all day and writing bullshit on this hellsite. They’re uncorrelated you clown. Go back to pawning of shit pump and dump stocks or cry about the STT

Google is approaching a $5 trillion market cap — bigger than the entire GDP of India. One company outperforming a whole country through innovation, massive scale, less corruption, and less bureaucracy. Mind-blowing.

I mean India’s IT services numbers might not. But spending 10 bn to make 5 bn is not a business plan. And valuing dogshit companies with 5m rev at 20x is insanity. These models will get commoditized. Anthropic and OpenAI might (will) not exist in 5 years but our services firms will.

@mufcnotok I think that's one part of the story that they are trying to push but the other part is the numbers just do not show any positive sentiment

Indian IT bloodbath this week: 🔻10% last week 🔻26% YTD Clear message: No reward until IT Services companies demonstrate OPEX leverage from AI (via higher revenue per employee with positive CC revenue growth) There was a clear window of 3+ yrs for these cos to withhold buybacks & dividends - to allow re-investment into R&D and product capability. "In the short run, the market is a voting machine, but in the long run, it is a weighing machine"

IMO they’ll wait for the nonsense part of AI to blow over and once the models are commoditized (they will be) and adoption is slow (it will be) they’ll step in to help with that and make money hand over fist. The smartest of the big 7 also has no AI play and is waiting for the party to end before the real part begins.

Nilekani says India should just spread AI benefits, not build frontier models but owning the stack is non-negotiable for survival. India already got hit during Galwan, Chinese malware inside power grid infra, RLDC and SLDCs targeted. During Sindoor, NSE alone faced 40cr+ cyber attacks in one day and 200,000 probing attempts on the power grid. You can't diffuse AI benefits when someone else controls the models reading your Aadhaar data and running your banking pipes. Diffusion without ownership is just renting your own future. Vishal Sikka said it straight - letting others build foundation models while India builds apps on top is a terrible idea. And he's right. Application layers get eaten by whoever owns the platform underneath. India's cybersecurity market is going from $5.5B in 2025 to $12.9B by 2030, and 60% of current attacks come from the China-Pakistan axis. That tells you the threat is real and growing fast. Nilekani built Aadhaar, so he knows what happens when identity infra gets compromised, except now the attack surface includes AI models that process health records, tax filings, and defence logistics. Sovereign fine-tuned models running on domestic compute aren't a luxury. They're the digital version of owning your own water supply during a siege. This is bigger than Nuclear or Atom Ecosystem, in my view even I told that when chatGPT come, if yu not own yu will regret it... not common people but the government that nation will lose its power even if yu are nuclear, it not matter China is just 6 month to 9 month away US Lab, first time i have seen IT companies are behaving like congress party .... they think they will manage it ...but create Agent is one game and playing with the Ecosystem is another League Some of the Insight taken from @Finstor85 I just Added some of outlook Variable

This kids is why you don’t take investment advice from journalists. Pick up a book, read get better. Ignore snake oil salesman

@_YogendraYadav When did you do it, Salim?

I don’t do psephology any more. Hence kept quiet so far. But I have to say this much after looking at Exit Polls for West Begal this evening: There is NO WAY the TMC would fall short of majority this time in a FAIR election. The only way the BJP can win is by rigging, ie, electoral malpractice of one form or the other, from voter list manipulation to counting fraud. @DeKoderAI

@Crazynaval I disregard anything Saurabh Mukherjee says. If he says my pasta has sauce I’d check it thrice.

There goes my retirement plan. Version 1.2 The guy has assumed 9% inflation, zero real return and zero respect to probability of not living beyond 80. Even a 1% real return or 2% real return and 20 year in retirement versus 30 changes equation dramatically But who cares ;)

Guys just buy index funds. Keep them low cost and forget. Don’t get into the whole mfd thing. You don’t need one. No one does.

Samajwadi Party chief Akhilesh Yadav met BJP leader Anupama Jaiswal, currently admitted in Medanta hospital, who had sustained facial burns while burning effigy of Akhilesh Yadav and Rahul Gandhi.

did Anthropic launch Claude Music or something