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Delighted to be among the "100 Women To Watch" in the annual Female FTSE Board Report goo.gl/hRvx6M Fabulous, stellar company too!
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Shefaly Yogendra, PhD
65K posts
Shefaly Yogendra, PhD
@shefaly
Board Director | Author (#UnchartedSpaces) | Keynote speaker | curious and patient human
London Katılım Haziran 2008
1.3K Takip Edilen3.7K Takipçiler
This wasn’t and isn’t unforeseeable as a long tail risk and impact. And it is not just about State capacity and the global economy, but wider social stability.
This excerpt from my book #UnchartedSpaces that came out April 2026 (written over 2024-25).
Hedgie@HedgieMarkets
🦔The IMF quietly war-gamed how AI could destabilize the global economy last December. The biggest threat they identified was income tax erosion. 66% of US federal revenue comes from individual income and payroll taxes. Every job AI eliminates is a paycheck that stops funding the government. My Take Every AI earnings call celebrates headcount reduction. Dimon cut 30-40% of jobs in some departments. Oracle cut 21,000 to fund data centers. Meta used AI to rank employees for layoffs. The entire pitch to investors is fewer workers, higher margins. But who replaces the tax revenue those workers generated? Corporate tax is a fraction of what individuals pay in income tax, payroll tax, and Social Security. The companies eliminating the jobs aren't picking up the tab. So you end up in a cycle where companies fire workers to boost margins, the government loses revenue, and then the same government is expected to fund the safety net for the people who got fired. At some point a politician is going to look at the numbers and realize that the AI companies celebrating record efficiency are also quietly draining the tax base that keeps everything else running. CEOs don't bring this up on earnings calls, and analysts haven't started asking yet. Hedgie🤗
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@DivaJain2 Wrote how India had the tools to achieve exactly that with AI - from a few weeks ago
nervnow.com/how-indias-dpi…
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@nikesharora What a fabulous photo! Living legends indeed. 🏏
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In the presence of legends! This is not an AI post :). But for those who know, they know.
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Shefaly Yogendra, PhD retweetledi
Wrong! Teledesic never went bankrupt. Teledesic created the regulatory structure that enabled Starlink, which nearly exactly matched our business plan.
Before the dot-com/telecom crash in 2000/2001, Teledesic raised hundreds of millions of dollars and had already launch our first test satellite. We had also spent years persuading the 188 members of the International Telecommunications Union to create a new category of radio frequency spectrum regulation called “Non-geostationary Fixed Satellite Service” (NGSO FSS). That is the regulatory structure relied upon by Starlink.
After the 2000/2001 crash, we concluded that for the indefinite future the financial markets were closed to a satellite venture that would require $10 billion to deploy before first revenue. At the time, we still had hundreds of millions of dollars in cash in the bank and no debt. We returned that money to our shareholders through a share repurchase offer.
(Indeed, Starlink’s original VP responsible for regulatory affairs came from Teledesic.) Starlink benefited from more favorable capital markets, government support, significantly lower launch costs, and a big drop in the cost of electronically-steered, phased- array antennae essential to their user terminals.
This is not meant to detract from the impressive success of Starlink. Among other things, it was SpaceX that brought down the cost of launch by more than an order of magnitude. StarLink is an amazing service and a remarkable achievement. The Teledesic co-founders are thrilled to see that vision realized.
David Senra@davidsenra
Marc Andreessen on why Starlink may be the most misunderstood success story in tech right now: “Elon’s not the first guy who said we’re going to do satellite-based internet access. There was Bill Gates, Craig McCaw. Complete catastrophe, total bankruptcy, complete disaster. Elon’s like, ‘I know, I’m going to do another three of those. We’re starting as a side project at the rocket ship company.’ If the rockets are reusable, we’re going to be launching them all the time. What’s going to go in the rockets? I could wait for the customers to come to me, or I could just put up my own satellites. Anybody who knew anything about the history of satellites knew that was the craziest idea in the world. And of course it’s like this giant success. It’s the side project. It’s clearly the least studied and understood thing I know of in the world right now.” @pmarca @elonmusk
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Shefaly Yogendra, PhD retweetledi
A few months ago, I started working on the question of what DERs were actually worth to the grid. This question led me down a deep rabbit hole of grid data, most of which couldn't actually answer the questions that I had. I started building my own data layers. A grid digital twin
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@vboykis This also extends to those who have outsourced core parts of their work that involve thinking and creativity to LLM-driven tools. Seeing it from board directors to students to all sorts of functional specialists. Trajectories from here will be fun to watch.
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Shefaly Yogendra, PhD retweetledi
I miss blogrolls on personal websites so I made a side quest to bring them back
slashfriends.org/about
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"visa, do you have a favorite bible verse?"
i'm glad you asked
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One can tell who paid attention in middle school thermodynamics classes and who didn’t by how they react to @janrosenow’s unpacking of the airconundrum.
Good thread.
Jan Rosenow@janrosenow
Yesterday the Telegraph reported on my comments about air conditioning. The comment section is quite something. I have apparently become a hero of the anti net zero crowd by saying something what I think is sensible about air con. Allow me to point out three ironies in this 🧵
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Shefaly Yogendra, PhD retweetledi
For my American friends
UK is similar in latitude to Alaska
UK gets 2.5hrs more daylight than Texas
Las Vegas humidity is 30%, UK is 81%
Imagine Alaska having the same weather as Florida, that’s what’s going on here
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@tomfgoodwin It’s technically not that hot I agree. Laptops however might melt down with Teams calls that seem to heat things up weirdly.
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It’s really not that hot in the uk. It’s just that everyone goes up to everyone and says “wow it’s hot” and then we all convince each other it is.
At a conference in London this week it’s all people could talk about.
Wear natural fibers, walk a bit more slowly, enjoy feeling warm. It’s dry heat , it’s wonderful .
It’s humidity that sucks
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@ramit Very interesting thread. The U.K. is explained wholly through a class lens and language, intonation, particular references are the ever-present if sometimes subtle signals.
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I’m obsessed with this comment thread about “all inclusives” that’s really a critique of social class 🧵
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Folks in India, Rajiv Tiwari & I discuss #UnchartedSpaces on @AkashvaniAIR today at 4pm IST.
Link: akashvani.gov.in/radio/live.php
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@Makarand_S @ssmumbai In other words - critical thinking.
This past weekend in an exchange, I said to a young person I know well: it is nothing more than placing a pause between coming across something and taking action based on it.
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Read.
In this thought provoking piece, @ssmumbai writes about the mad scramble for prominence mistaking it for importance. There is, he says, need to reevaluate what makes for a meaningful life. Hint, it does not need life to be extraordinary.
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@nirupamakotru Thought this may interest GG ji
Dr. Genevieve Guenther (she/they) 🪬@DoctorVive
This is the most jaw-dropping part of Princeton/BP scandal: that the scientists funded by BP believed that their job "was to invent a future where the fossil fuel industries have not disappeared yet climate change is being forcefully addressed, and this is still our job." 🧵
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When enough folks cannot be drafted and warfare itself has changed, hiring and training have to change too.
This - from my book #UnchartedSpaces, that came out in April.
Jay in Kyiv@JayinKyiv
A whole new level.. Russians complaining that Ukrainian Forces are now outsourcing drone operations to gamers all over the world by connecting hundreds of drones to a virtual server and inviting skilled drone operators to take out battalions, with cash prizes awarded for each.
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@_KarenHao Hi Karen, I just saw this on Amazon and it looks like a rip off from your book. I reported it since it says it has no relationship with you but flagging it to you. Thanks.
amazon.co.uk/Workbook-Empir…
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@tomfgoodwin This problem pervades
medicine, boards of companies etc too. Building a generalist has to be intentional. The first 3 of 8 semesters in my Engg degree were courses from all other disciplines before we could stream to our chosen one. It built a foundation to understand others.
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It's exhausting working with specialists not generalists.
The architect designed a house, it turns out with little knowledge of costs.
The structural engineer designed foundations with no consideration of the trees ( on the survey they wanted)
The landscape architect ignored the house blocking the light for plants
The MEP engineer ignored the louvres and utility locations
By FAR the most useful people are the Builders who build the thing, they actually understand how things relate.
Is it that hard to know a little bit about everything?
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@LongFormMath The handwritten list is on display in Downe House where his family and he lived.
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I just read that Charles Darwin made Pros-and-Cons list when deciding whether or not he should get married (to his first cousin).
One of the 9 benefits to staying single: “more money for books”
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