Rohan

What you say is true, but nonetheless our AI will be great. Whether it is the best remains to be seen, but I will never give up. Never. Space(XAI) is only 3 years old. That’s half the age of Anthropic and quarter the age of OpenAI. Let’s see where things stand 3 years from now.

I’ve been reading the Vedas a lot recently, and what’s stood out is how it doubles as an encyclopedia as well as a religious text. Astronomy, medicine, mathematics, metallurgy, linguistics, are all woven through hymns and rituals as one body of knowledge. Simply calling it “religious” forces it into a Western category that didn’t have the apparatus to recognize what it actually was. It’s closer to a tradition of formalized epistemology in which metaphysics, observation, and language form one continuous inquiry, which as a result led Indian civilization to develop along a fundamentally different path because of it. You can see the effect most clearly in the sciences. Around 600 BCE, the Vedic record describes a surgical procedure that matches modern rhinoplasty and is still foundational to reconstructive surgery today. Centuries before Western Europe stopped treating eclipses as supernatural, Indian scholars had calculated the circumference of the earth within 0.2% and explained eclipses as shadows. Centuries before Plato and Aristotle rejected atomism, the Vedic tradition already held that matter is composed of indivisible particles combining into binary and triatomic compounds, transformable by heat. The first formal rules for zero and negative arithmetic appear in the Vedas, along with infinite-series derivations of π, sine, and cosine centuries before Newton and Leibniz. The interesting question is how did they get so much right, so early? My best guess is language. The Vedic tradition is unique compared to other oral traditions as it demanded letter-perfect oral transmission across generations. Around 500 BCE, scholars composed a generative grammar of Sanskrit called Panini so rigorous it anticipates Backus-Naur form, the notation that defines programming languages today, by 2,500 years. Sanskrit is recursive, rule-based, and built to minimize ambiguity. It reads more like mathematics than English. When you think in a language built like that, the precision of the language becomes the precision of your reasoning. The West didn’t formalize this until much later. Kant argued our categories of understanding shape what we can know, Wittgenstein wrote that the limits of language are the limits of one’s world, and Kripke showed that naming doesn’t just describe things, it constitutes what they mean and how we can reason about them. All three touch the same insight which is that thought is downstream of language. The Vedic tradition operated on that insight thousands of years earlier. To the point that they built a whole language first and used it to think clearly about everything else after. I find that all really fascinating.

I’ve been reading the Vedas a lot recently, and what’s stood out is how it doubles as an encyclopedia as well as a religious text. Astronomy, medicine, mathematics, metallurgy, linguistics, are all woven through hymns and rituals as one body of knowledge. Simply calling it “religious” forces it into a Western category that didn’t have the apparatus to recognize what it actually was. It’s closer to a tradition of formalized epistemology in which metaphysics, observation, and language form one continuous inquiry, which as a result led Indian civilization to develop along a fundamentally different path because of it. You can see the effect most clearly in the sciences. Around 600 BCE, the Vedic record describes a surgical procedure that matches modern rhinoplasty and is still foundational to reconstructive surgery today. Centuries before Western Europe stopped treating eclipses as supernatural, Indian scholars had calculated the circumference of the earth within 0.2% and explained eclipses as shadows. Centuries before Plato and Aristotle rejected atomism, the Vedic tradition already held that matter is composed of indivisible particles combining into binary and triatomic compounds, transformable by heat. The first formal rules for zero and negative arithmetic appear in the Vedas, along with infinite-series derivations of π, sine, and cosine centuries before Newton and Leibniz. The interesting question is how did they get so much right, so early? My best guess is language. The Vedic tradition is unique compared to other oral traditions as it demanded letter-perfect oral transmission across generations. Around 500 BCE, scholars composed a generative grammar of Sanskrit called Panini so rigorous it anticipates Backus-Naur form, the notation that defines programming languages today, by 2,500 years. Sanskrit is recursive, rule-based, and built to minimize ambiguity. It reads more like mathematics than English. When you think in a language built like that, the precision of the language becomes the precision of your reasoning. The West didn’t formalize this until much later. Kant argued our categories of understanding shape what we can know, Wittgenstein wrote that the limits of language are the limits of one’s world, and Kripke showed that naming doesn’t just describe things, it constitutes what they mean and how we can reason about them. All three touch the same insight which is that thought is downstream of language. The Vedic tradition operated on that insight thousands of years earlier. To the point that they built a whole language first and used it to think clearly about everything else after. I find that all really fascinating.

I’ve been reading the Vedas a lot recently, and what’s stood out is how it doubles as an encyclopedia as well as a religious text. Astronomy, medicine, mathematics, metallurgy, linguistics, are all woven through hymns and rituals as one body of knowledge. Simply calling it “religious” forces it into a Western category that didn’t have the apparatus to recognize what it actually was. It’s closer to a tradition of formalized epistemology in which metaphysics, observation, and language form one continuous inquiry, which as a result led Indian civilization to develop along a fundamentally different path because of it. You can see the effect most clearly in the sciences. Around 600 BCE, the Vedic record describes a surgical procedure that matches modern rhinoplasty and is still foundational to reconstructive surgery today. Centuries before Western Europe stopped treating eclipses as supernatural, Indian scholars had calculated the circumference of the earth within 0.2% and explained eclipses as shadows. Centuries before Plato and Aristotle rejected atomism, the Vedic tradition already held that matter is composed of indivisible particles combining into binary and triatomic compounds, transformable by heat. The first formal rules for zero and negative arithmetic appear in the Vedas, along with infinite-series derivations of π, sine, and cosine centuries before Newton and Leibniz. The interesting question is how did they get so much right, so early? My best guess is language. The Vedic tradition is unique compared to other oral traditions as it demanded letter-perfect oral transmission across generations. Around 500 BCE, scholars composed a generative grammar of Sanskrit called Panini so rigorous it anticipates Backus-Naur form, the notation that defines programming languages today, by 2,500 years. Sanskrit is recursive, rule-based, and built to minimize ambiguity. It reads more like mathematics than English. When you think in a language built like that, the precision of the language becomes the precision of your reasoning. The West didn’t formalize this until much later. Kant argued our categories of understanding shape what we can know, Wittgenstein wrote that the limits of language are the limits of one’s world, and Kripke showed that naming doesn’t just describe things, it constitutes what they mean and how we can reason about them. All three touch the same insight which is that thought is downstream of language. The Vedic tradition operated on that insight thousands of years earlier. To the point that they built a whole language first and used it to think clearly about everything else after. I find that all really fascinating.

The notion that SIP investors have merely provided exits to FIIs at higher prices is overly simplistic and misguided. Where I would agree, however, is that relentless SIP inflows into funds managed by inexperienced fund managers have encouraged excessive risk-taking and investments in stocks at valuations where generating meaningful long-term returns becomes extremely difficult. There are far too many fund managers today who are incapable of managing even Rs 100 crore, yet are overseeing portfolios of Rs 10,000 crore. FPIs currently see relatively better opportunities elsewhere. However, once the profitability cycle in Chips and Semis peaks and begins a sharp decline from 2027 onwards, we are likely to see a shift in global capital flows, and India should receive its fair share of allocations.

Booked 28L. Now sitting on an expiry iron fly where I’m willing to risk the entire 28L for a potential 1.5Cr+ tomorrow. Max loss is approx 90K + 2.5L in charges! This is no longer a directional trade. This is a bet on: • expiry pinning • dealer gamma • theta collapse • liquidity holding together • Trump not doing “Trump things” Tomorrow this either becomes: “greatest screenshot of my life” or a masterclass on why greed arrives exactly after your biggest win.

Western civilization has collapsed before. But a few scholars preserved the ideas that once made Rome great. They made a backup, and it did eventually come all the way back. It just took one thousand years.

Everyone needs to read this... The Crab Mentality (a visual thread)

The internet being an open protocol led to multiple frontier ai training on them. Imagine if the internet was instead a closed wall garden like Facebook where a single company controls all the data. There will only be one AGI if ever. Now it’s incumbent on us to ensure that intelligence remains open so that the rest of us can innovate rather than having to depend solely on dario or sama.