Peter Cherian

1.6K posts

Peter Cherian

Peter Cherian

@peter_cherian

Katılım Mart 2015
1.3K Takip Edilen101 Takipçiler
Peter Cherian retweetledi
Upamanyu Acharya
Upamanyu Acharya@upamanyuacharya·
"India is overcrowded" is the most successful gaslighting campaign Indian babus ever ran on their own citizens. They underbuilt the country for forty years and convinced 1.4B Indians to blame themselves for it. Every overcrowded space you've ever queued in is a supply failure the state engineered, not a demographic accident. Five lifts in a hospital, one working. Seven railway counters, one ticketer. Toll plazas, water boards, municipal offices: built once in 1972, patched once in 1996, abandoned ever since. The only exception is airports, and even those lounges are gigafried at peak. Why did this happen? 4 reasons, none of them are "too many people." 1. Cost of capital. Rupee down 60% against the dollar in two decades. Inflation 5-7% on paper, 8-10% in reality. Risk-free rates above 7%. No rational allocator underwrites a hospital with a 30-year payback under those conditions. Capital flows into software and consumer brands; anything with a 3-5 year ROI window. Parks, ports, metros, dams, schools need multi-decade underwriting that India's macro structurally cannot support. 2. The regulatory stack is engineered to prevent construction. 50+ clearances across municipal, state, and central bodies for any large project, each with its IAS gatekeeper extracting rent. Real builders give up. The only construction happening at scale is therefore illegal, which is exactly why slums mushroom while sanctioned housing projects sit at 15% completion for a decade. 3. The corruption tax. Budget 15-20% of project cost in bakshish before pouring a single slab. Stacked on top of GST, stamp duty, capital gains, property tax, labour cess. Software shops escape it; they ship from a laptop. Anyone touching cement, steel, or land pays the surcharge in cash, off the books, with zero recourse and zero deductibility. 4. State capacity has collapsed into pure friction. GST portal crashes on filing deadlines. MCA21 is a relic. Every regulator (SEBI, RBI, IRDAI, FSSAI, BIS) optimises for CYA, never throughput. Babus paid 1990s salaries to administer 2026 complexity respond rationally by doing nothing. India's perpetual undercapacity is a capital allocation story the political class would rather you never learn. The 1.4B is a feature. The people running the country are the bug. Until cost of capital drops, the regulatory fat gets gutted, and the corruption surcharge gets squeezed out, the lifts and the counters and the hospitals will stay exactly as broken as they were when your grandfather first complained about them in 1987.
Pankaj Arora 🇮🇳@Panks_Arora

Every single place in India is just so overcrowded. - Want to go to a park? Hundreds are already there, not enough space. - Want to go to a temple? You won’t even get five minutes of peace. - Want to visit a hill station? Not a single hotel is available. - Same with Ladakh, Uttarakhand, and everywhere else. It feels like the calmest place is your own house.

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Peter Cherian retweetledi
ai waifu
ai waifu@waif0000·
Babe wake up, the 22-year C-section follow up data just dropped, and it’s *much* worse than the public was led to believe. 1 in 3 American babies are born this way.
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Peter Cherian
Peter Cherian@peter_cherian·
@justkevooo While the overall agreement is for four world cups, the dollar value for this year's world cup is $60 million, as said in the article. The value of the other three has not been disclosed.
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kev - lvl 3 xiaohongshu data collector
Am I reading this right China got the next 4 world cups for $60m (2026, 2027, 2030, 2031) Germany paid $125m for TWO world cups England paid $350m for TWO world cups Italy paid $80m for TWO world cups ART OF THE DEAL
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The (Subtarded) Grim Scalper
The (Subtarded) Grim Scalper@thegrimscalper·
Gift card fraud in particular is horrendous. Not all gift cards get redeemed. So there is natural breakage (its sleezy to begin with). Keep in mind tho they KNOW when a card is close to expiry, whos using the card ,etc. also important is that chargeback ratios are relaxed on POS transactions, and that chargebacks themselves are very difficult on prepaids to begin with. Anyway, you can put whatever name down you want. The indians get access to the card databases b/c the company buys them in bulk. When the call comes in the staff is told to redirect it to the tech support office. A certain level of card fraud can be tolerated to begin with, and prepaids are practically impossible to charge back anyway. so tech support issues the fraud to smurfs locally in the states who then run the fraud schemes (both refund and just shopping...they are indian. I know this b/c call center staff are binge drinkers after work all over asia) then the call operators in philippines for example are instructed to send that call to india (and usually there is an indian overlord floating around somewhere) Those indian overlords are also binge drinkers, but prefer to lurk in the cigar /whisky bars / brothels. easy to get them bragging after a drink or 2 Anyway, I digress. the call goes back to india , tech support covers up the fraud (they can re issue a card etc) Theoretically if they control the accounting department state side as well (I'm not so sure, b/c I left a long time ago and dont have too much knowledge on that part) they could also hide the excess fraud there as well
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KumarXclusive
KumarXclusive@KumarXclusive·
I worked in India for a decade. The manager expects three shifts of work in two shifts from one person without OT or Comp off with $2 an hour - 14 to 16 hrs a day including SAT and Sundays due to service support roles. At one point, a CEO who had studied for an MBA in the USA warned all PMs, sales teams, and HR: “If you don’t get projects for people on the bench, you will be fired.” Traditional CEOs followed a “hire more, then find projects” approach. That’s why many Indian outsourcing consultancies often hire more people than required. Sorry, I don’t even like calling them companies — they simply forward resumes or bodies to U.S. clients and take an $85/hour cut. If you do not understand the above, look at the three attached
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Moneycontrol@moneycontrolcom

🚨Cognizant may cut 12,000-15,000 jobs globally; bulk of cuts in India Details by @chandrarsrikant & @shaw_reshab ⤵️ moneycontrol.com/news/business/… #Business #IT

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Peter Cherian
Peter Cherian@peter_cherian·
@CurtisScoon Congrats, Curtis. I think I remember you talking about wanting more sometime in the past and it is great to see you make it happen.
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Curtis Scoon
Curtis Scoon@CurtisScoon·
For anyone who did not catch the ScoonTv Newsletter. I'll be back next week, May 12. I'm on paternity leave till then.
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Peter Cherian
Peter Cherian@peter_cherian·
@apinions_ I don't believe that Thailand's weak economic performance has to do with a worsening connection to the Thai identity. It has to do with other factors such as political instability, industrial policy, educational policy, things of that nature. (x/x)
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Peter Cherian
Peter Cherian@peter_cherian·
@apinions_ That is one of the signs that assimilation has been successful. Also, during election campaigns here in Thailand, i have never heard of a politician attacking another Thai about their ethnicity. This happens all the time in India where identity politics is very widespread.(3/x)
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Ap
Ap@apinions_·
India is doing what every country wanting to reform and develop must do: create a shared national identity. Without it, institutional reform is rarely possible. People instead organise according to religion, language, ethnicity and, in India’s case, caste. Political bargaining happens at the tribal level. Institutional and economic reform in Thailand has slowed, coinciding with and possibly caused by a weaker shared national identity. Homogeneous societies like Japan can reform their monarchy. Thailand - a starkly heterogeneous society - struggles, partly due to lacking an alternative shared national identity. Left-leaning public intellectuals campaigned for monarchy reform but didn’t offer a viable competing shared national identity.
Yuri Bezmenov's Ghost@Ne_pas_couvrir

India under Modi is using state power to raise a collective ethno Hindu-national consciousness through Hindutva. Nothing has changed that. Indian Prime Minister Narendra Modi is the public face of a much larger project. It runs through two closely linked institutions: the Rashtriya Swayamsevak Sangh, or RSS, the Hindu nationalist volunteer network founded in 1925, and the Bharatiya Janata Party, or BJP, the party Modi leads and that has governed India since 2014. The RSS supplies the worldview, discipline, cadre, and ground network. The BJP supplies the electoral vehicle and the levers of state power. Together, they have turned historical grievance into mass identity, institutional control, and a self-feeding cycle of rupture, awakening, and repair. The pattern is familiar: first comes the wound, then consciousness-raising, then political repair. In India, the process is unusually disciplined because it is backed by a dense organizational ecosystem. The wound creates the emotional charge. The RSS turns that wound into a unified Hindu identity that cuts across caste, language, sect, and region. The BJP converts that awakened identity into votes, mandates, and state action. Each victory becomes proof that the awakening works, which feeds the cycle again. In Hindutva’s story, the wound is civilizational fracture. Hindu India was broken by centuries of foreign rule: first Islamic conquest and empire, then British colonialism. Political power was lost. Cultural control was imposed from outside. After independence in 1947, the injury supposedly continued through “pseudo-secularism,” where the Hindu majority was treated as the safe default group while minorities received special protections through personal laws, institutions, and political patronage. In this telling, Hindus became politically scattered, divided by caste and region, and cut off from their own civilizational memory. The past becomes a live political problem. The core people of India were broken, and now they must remember who they are. That is where consciousness-raising begins. Savarkar’s early Hindutva framework moved “Hindu” beyond private worship and ritual into a broader cultural-national identity. Hindu became a civilizational category, capable of folding Hindus, Sikhs, Jains, and Buddhists into one larger peoplehood. The goal was national formation. The RSS is the daily machine that plants this identity. Through local shakhas, or branches, volunteers are shaped by drills, songs, talks, discipline, and shared stories of Hindu history and unity. The RSS produces cadre. It builds memory. It trains people into a shared identity and plugs them into a wider social network. The BJP then turns that formation into state power. Since Modi came to national office in 2014, the BJP has used government to deliver visible symbolic and institutional wins. The Ram Temple at Ayodhya is the clearest example: a civilizational wound turned into a state-backed victory, broadcast as proof that history is being repaired. Other moves, including the Citizenship Amendment Act, textbook changes, welfare schemes wrapped in national-unity rhetoric, and the broader language of Bharat, follow the same pattern. The state becomes the instrument of civilizational repair. That is why the cycle keeps strengthening. The wound justifies the awakening. The awakening wins elections. Elections produce state action. State action becomes proof. Proof deepens the awakening. The recent state votes only reinforce the pattern. The BJP took West Bengal and retained Assam, while communists lost Kerala. For Hindutva politics, Bengal especially matters: another hostile region pulled into the saffron map, another symbolic conquest, another sign that the machine still works.

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stack sats, stay free
stack sats, stay free@UTXOghost·
India being an amoral, value-less nation means the average voter has no internal moral anchor for honest earning or property rights. He sees nothing wrong with living off taxation and robbing future generations through inflation. The freefall is truly unstoppable.
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Peter Cherian retweetledi
Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
I have been quiet long enough. This is perhaps the most important thread on X ever published. And the most powerful and impactful comic book you will ever read. If you want to understand the reverse carry trade, bookmark this. Oil, Yen, Japan, and an all-star cast. 1/24🧵👇
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Peter Cherian
Peter Cherian@peter_cherian·
@anymanfitness They would be lucky to do 3 or 4, given that the average man in the US is about 200 pounds.
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Jason Helmes
Jason Helmes@anymanfitness·
How many push-ups (all the way down and up, zero cheating) do you think the average guy can do? Not gym rat. AVERAGE guy. If I had to guess, I would set the over/under at 8.5. Maybe lower.
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Harsh Vardhan
Harsh Vardhan@harsh_vardhhan·
How Akshat converts currency > buys THB at airport > INR → THB > loses 40% how everyone else converts > buys THB from currency dealer > INR → USD → THB > loses 2%
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Peter Cherian
Peter Cherian@peter_cherian·
@americakaran "Who killed that? Who forced a generation to flee?" Mallus. Simple as.
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Joe ن 🗽🌴🚡🏙️
Joe ن 🗽🌴🚡🏙️@americakaran·
Kerala could’ve already had a structural transformation to a high value manufacturing and knowledge economy if we had built Kerala Expressway (with its optic fiber, gas grid, rail) + allowed private universities 20 YEARS AGO. Who killed that? Who forced a generation to flee?
Dialectical Parippuvada@tovarischrizzz

If the exit polls are true, Congress will push Kerala back another 20 years as has always been the case. We were at the cusp of an economic structural transformation to high value manufacturing, and a knowledge economy. Now the era of corruption and inefficiency will dawn again.

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Peter Cherian
Peter Cherian@peter_cherian·
@benjamincrozat Benjamin, i am so sorry to hear this. I can't imagine the heartbreak that you must be going through right now now. My heart goes out to you and your children,especially your oldest. I wish you all the strength to get through this difficult time.
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Benjamin Crozat
Benjamin Crozat@benjamincrozat·
I want to share this with you people. I just lost my fiancée during childbirth. I miss her a lot of I love her with all my heart. I'm devastated and crying all the time. But I'll find the strength to raise our children the way she wanted to. I have a lot of support from family and friends.
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Peter Cherian retweetledi
Riggs (6.4) On Camera Handicap
Riggs (6.4) On Camera Handicap@replies_guy·
Rare video of Tiger’s putt to force a playoff in the 2008 US Open
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Aruvin 💊
Aruvin 💊@aruvinchan·
I'm starting to realize that the thumbs-up emoji is actually very triggering to women. 🤣 Next time, if you want to set them off, just end off your message with the emoji, like so: "Cool. 👍" Or even on its own: "👍" They consider it a passive-aggressive micro-aggression, like you're dismissing them or don't even want to dignify their verbal diarrhea with a proper response. Works best when you deploy it after a wall of text or long-ass voice notes. 😂
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Peter Cherian
Peter Cherian@peter_cherian·
@Fittrwithkj Koh Samui is similar in the sense that it is totally built to cater to rich foreign tourists.
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FittrwithKJ | Kapil Jadhav
FittrwithKJ | Kapil Jadhav@Fittrwithkj·
I see idiotic comments under this 2024 Singapore 2025 Japan First world like countries In both these trips I used cabs 90% of the times despite having a good public transport infra And I didn’t find their cabs expensive If I find Thailand cabs expensive because third world countries shouldn’t command exorbitant cab prices Rupee has devalued but even discounting that fact It’s expensive
FittrwithKJ | Kapil Jadhav@Fittrwithkj

Damnnn Thailand is soooo CHEAP 3.6 kms Taking 6 mins Costs only 700 rs Dream destination for budget travellers 😍😍😍 I’m so sorry for the previous tweet on how expensive it is We always take things for granted

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