Nitin

@gajen_jangid @ActusDei @Maruti_Corp One very under appreciated reason for Maruti’s success is the investment they did India. From steering systems to ACs to interiors they created the full ecosystem for car manufacturing. They bet on India when it was not popular.

In 2006, @Maruti_Corp had ~46% of India's car market. 2 decades later after everything, it still has ~40%. Their story baffles me. In between: - Kia, MG, Jeep, Citroen, BYD entered. GM, Ford, Fiat, Mitsubishi, Datsun entered and exited. - Ford alone lost $2 billion trying. - Hyundai held #2 for 17 straight years, then slipped to #4. - Tata nearly died at 5% and fought back to 13%. - Mahindra became India's #2 car company. Every one of these wars was fought in the 60% of the market Maruti doesn't own. The challengers didn't take share from Maruti. They took it from each other and from the brands that gave up. My favourite stat: more than half of Toyota's India sales today are rebadged Marutis. Even the competition runs on Maruti. Ironically, The same Suzuki that owns >40% of India exited the US in 2012, sold its China business where it once led for 1 yuan in 2018, and has since left Canada and Thailand too. I am genuinely curious - What is keepng this Suzuki India fort fortified for decades.

🇮🇳 India Tops the World at the 56th International Physics Olympiad 2026! 🥇🥇🥇🥇🥇India's young physicists deliver an extraordinary performance at #IPhO2026 in Colombia. All five members of the Indian team win Gold Medals. 1/3 @PMOIndia @DrJitendraSingh @HBCSE_TIFR @TIFRScience

@stevesi Microsoft was complementing SAP while Oracle was substituting.

@nitingoyal Yes. And Microsoft spent countless futile energy to win SAP as a SQLServer and NT customer over Oracle DB and Unix/Linux.

Someone asked me "when did SV 'get' SAP?" -- part of that answer is "never, really" and then also here's an ultimate SV "gets it" from Red Herring (RIP) in 1998 (!) complete with Hasso and a long history arc.

The investor is the only source of money in the entire financial services ecosystem. Fund management fees, distributor trails, brokerages, transaction charges, STT, GST, relationship manager salaries, and finfluencer sponsorships are all extracted from your capital. Nobody else puts money in. Everyone else takes money out. Think about it deeply. Who all are you paying and for what returns?

In order to prevent stores from evading taxes, every receipt in Taiwan is automatically a lottery ticket, too, which can win up to $300k, turning customers into voluntary tax auditors:

If we get to the final, Trump needs to make a call to get the new US goalkeeper in the game

@rorysutherland Company email servers should only deliver messages three times a day - morning, noon, and mid-afternoon (mimicking the old London postal model). It would kill the constant distraction, and I'm convinced would make offices more productive and significantly happier places.

Crazy take from Claude

@signulll Lets imagine a group of Neanderthals - hunting a bison, hearing rustling sounds in nearby bushes Instead of imagining its a tiger (disaster), it is more fun to imagine its a herd of large bisons that are easy prey. Sadly most such fun people are evolutionarily obsolete

ppl are weirdly disciplined about imagining disaster. but almost never ask: what if it all turns out better than you ever imagined?

At this point, Indian apartment complexes aren't residential communities. They're sovereign nations. They have their own government, opposition parties, bureaucracy, law enforcement, and a Parliament that meets exclusively on WhatsApp. There are elections. There is campaigning. There are factions. There are lifelong political rivalries that began over visitor parking in 2019. The RWA President has more visibility than some MLAs. People who haven't voted in a state election in years will spend three weeks passionately debating the position of Treasurer. Every issue becomes a constitutional crisis. Dogs. Parking. Fire exits. GAIL gas lines. Swimming pool timings. The intensity suggests we're negotiating a peace treaty rather than discussing maintenance charges. Honestly, the spirit of democracy is alive and well. It just moved into gated communities.

The best investment strategy to get rich slow is to buy what the establishment hates and be skeptical of whatever they are shilling. For the first 10 years of Bitcoin, the establishment hated it while random people from around the world believed. You had 10 years to buy and 10x - 10,000x your money. These opportunities still exist if you zoom out, manage greed and think about human psychology. We are the market.

@rorysutherland The abundance of emails leads to scarcity of thought. (With apologies to Herbert Simon)

This is inarguably true. Email has made communication worse and decision-making inordinately slower and more bureaucratic. Yet nobody ever talks about it. yourleadgeneration.co.uk/2026/06/14/why…

Twitter's search function rocks because you can type in anything at all, and the results will not feature a single word you included in your search

An Indian with deeper analytical approach, responded to my post on babus being responsible for Indian lack of progress in AI. From his list I left #1 and #3 alone coz they are an educational institutes. Although, I must say that for #3 (Zenteiq) with Rs 206 Crore funding, a static website with no information does not instill confidence. My views on Sarvam being a Nandan brokered nepo enterprise are clear from my earlier posts. You can self device on why Tech Mahindra is getting this government funding, as the company is nothing but another body shop. I went through rest of them and I am going to show you how all of them are actually a result of nexus between Babu and outsiders to fleece Indian taxpayers.

"What did you do by age 15?" In 1930, the most common answers were “Read a book for fun” and “Learned how to cook.” In 2026, the most common answers are “Watched porn online” and “Went on a diet.” tinyurl.com/4f88vtwh

All of these were reported over the past month: • A new pancreatic cancer drug, daraxonrasib, that roughly doubles survival in late-stage disease • A precision lung cancer drug, lorlatinib, that kept 55 percent of patients progression-free after 7 years, versus 3 percent on the old drug • A prostate cancer drug, talazoparib, that halves the risk of progression • An endometrial cancer drug, dostarlimab, where 58 percent of patients hadn't progressed after 4 years, versus 16 percent on chemo alone • An early-detection blood test, the NHS Galleri test, that quadrupled cancer detection but missed its main goal • An mRNA cancer vaccine that halved the risk of melanoma recurrence when added to Keytruda • The most effective weight loss drug so far, retatrutide, which cut body weight by about 28 percent • The first in vivo gene editing therapy, which cut hereditary angioedema attacks by 87 percent from a single injection • A one-time gene edit, VERVE-102, that lowered LDL cholesterol by 62 percent • A feat of pharmaceutical synthesis that raised enlicitide's manufacturing yield 14-fold using engineered enzymes • A functional cure for hepatitis B, bepirovirsen, that cleared the virus in about 20 percent of patients • The discovery that human cells can swap chromosome-sized DNA through nanotubes • An ancestor of CRISPR, VIPR, found in bacteriophages, that silences genes without cutting DNA • A preventive Covid-19 pill, ensitrelvir, that cut symptom risk by 67 percent after exposure • The first PROTAC drug, vepdegestrant, which destroys a disease-causing protein rather than blocking it Every month, Niko and I write a round up digging into the latest news in biotech and medicine, and this month's was astonishing. We share some thoughts on what's responsible for this progress and what it means for science in the future.

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Everyone saying Elon Musk is the world’s first trillionaire is conveniently ignoring the entire country of Zimbabwe

Probably the most crazy thing you will read today about LLMs.