SK

The brilliant K V Kamath (boss of Jio Financial) in a beautiful, must-read interview 1) The Iran War crisis will end soon in few weeks 2) Crashing rupee not a concern, no one complaining 3) LPG shortage very temporary, will resolve fast 4) Many Indian metros to be better than those in the West by 2035 5) Indian growth story extremely strong in long-run #AccheDin #NewIndia

Well, well, well! Former Indian Supreme Court justice gives evidence in favour of Nirav Modi in London!!!

Inevitable

🚨The Iran War is putting the semiconductor industry on high alert: The shutdown of Qatar's Ras Laffan facility, the world's largest LNG export plant, has knocked out ~33% of global helium supply, as helium is a byproduct of natural gas processing. With the facility offline, the global market is losing ~5.2 million cubic meters per month, while there is almost no spare capacity as helium must reach end users within ~45 days before it evaporates. As a result, Helium spot prices have risen over +100% since the Iran War began. Notably, in 2025, Qatar produced 63 million cubic meters of helium, making it the 2nd-largest producer in the world after the US. If the disruption lasts 60 to 90 days, prices could surge another +50%, potentially exceeding $2,000 per thousand cubic feet, according to AKAP Energy. Helium is essential for semiconductor manufacturing, MRI machines, fiber optics, and space exploration, with no viable substitutes, meaning higher helium prices will directly raise the cost of making every chip in the world. Chipmakers hold ~6 months of inventory, but Samsung and SK Hynix are already scrambling to find alternative sources, with 64% of South Korean helium imports coming from Qatar alone. The Iran War is sending shockwaves well beyond the energy market.

Nobody's talking about helium when they should be👇 Qatar's Ras Laffan and Mesaieed have been offline since March 2. That's 33% of global helium supply gone. 5.2M cubic meters lost every month with zero spare capacity anywhere. Helium evaporates in ~45 days so you can't just stockpile it. ‣ Semiconductors became the #1 helium consumer in 2025 (~24% of demand) ‣ Samsung and SK Hynix have ~6 months of inventory. Past 90 days, fabs start prioritizing ‣ US is the top producer now but at capacity. New projects don't come online until 2028 ‣ Spot prices already doubled. Chinese prices up 22% in one week. 60-90 more days could push past $2,000/Mcf For crypto and AI, every GPU, ASIC and AI chip needs helium to manufacture. Higher wafer costs mean higher hardware prices, longer mining rig lead times, and more expensive data center builds Hospitals are already seeing MRI delays. Naphtha supply from the same facilities is down, raising costs for plastics, chemicals and auto parts. One facility complex offline for 16 days and it's repricing hardware costs across every chip-dependent industry.

Read his letter in full

This doctor! 👏

Never seen a better use of a MacBook

On this day in 1996.

Rapido now has more monthly active users than Uber and Ola combined

Insane

Tragedies like this often occur due to a "window of vulnerability" or Cold Chain Failure. If the vaccine isn't stored at 2°C-8°C constantly, it loses potency. ​4 ways to prevent this from happening to you 1️⃣ The 15-Minute Flush: Immediately wash the wound with soap and RUNNING water for 15 mins. This is the single most effective way to kill the virus at the entry point. 2️⃣ Demand the RIG: For broken skin (Category III), you need RIG (Rabies Immunoglobulin) inside the wound, not just the vaccine in your arm. RIG provides instant antibodies while the vaccine takes 7-14 days to work. 3️⃣ Choose the Right Hospital: Avoid small, local clinics that might have frequent power cuts or poor refrigeration. Go to a major government hospital where cold chain protocols (backup generators/medical fridges) are strictly monitored. 4️⃣ Zero Delay: If the bite is near the face/neck, the virus reaches the brain faster. Start the treatment within hours, not days.

Potholes are highly underrated.

@paraschopra Wow!

We made LLMs speak Tulu, a language with only 2 million speakers. It wasn't easy because LLMs kept confusing it with Kannada, but we discovered negative constraints really help.

Thousands of Indians stranded in the UAE are discovering something their travel insurance policies have always said, but never quite grasped the impact of: wars are nobody's problem but yours. Flight cancelled due to closed airspace? Stuck and can't get home? Evacuation costs? Your policy has a word for all of this: exclusion. What IS covered: a medical emergency, an illness, an accident that has nothing to do with the conflict. The fine print was always there. The West Asia crisis just made everyone read it. @Preeti__Kul tells the tale in this week’s @ET_Wealth (story in thread 👇)

@KabirTaneja @_pragyaa Also all the problems began after you moved

Turns out oil was the new oil all along.

Sure enough

So dangerous to have deepfake videos involving sensitive figures getting a free run and massive reach, sowing confusion. Weaponised disinformation.

India is dominating world cricket because this kid didn't want to disturb his mother's sleep

The alert on the phone says “potential #missile threat.” The packed beaches and restaurant waiting lists say otherwise. Nine days after the first missile interception over the #UAE, #Dubai is carrying on, cautiously, but unmistakably. Day 10 of #IranIsraelConflict