Vaibhav
5.9K posts


@Fabizothehdon Had it been my Mom, I would have to be shifted to ICU from the general ward
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شابة هندية دخلت في علاقة مع شاب وتعلقت به ومن ثم دخل بينهم جدال مما تسببت بزعل الشاب
الشاب نتيجة لذالك اختفى بشكل مفاجئ والفتاه لم تتحمل الموقف وتوقفت عن الاكل والضرب لمدة يومين بينما كانت تبحث عنه، حتى وجدتة في مستشفى
الام وقتها كانت مرافقة لابنها الشاب تفاجأت برؤية عاطفة الفتاة،، برايكم هل هذا حب ام هوس
العربية

@creaativesoul True. Ab toh even families now feel like coalition governments; one argument away from collapse 😂
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Vaibhav retweetledi

Positive visualization is overrated. Every self-help guru tells you to picture your dream life. Feel it. Manifest it. Vibe with the version of you who already made it.
It doesn't work. And the reason is simple: The brain is wired for loss aversion, not gain pursuit. We will fight twice as hard to avoid losing $100 than to win $100. This is the most replicated finding in behavioral economics. And yet every motivation framework ignores it.
Your vision is a $100 you might win. Your anti-vision is a $100 you're actively losing — every day you don't change.
Write this down. Be brutal: In 10 years, if nothing changes, where do you wake up?
Whose body is that in the mirror? What did your kids stop asking you for? Who gave up on you quietly? What did you never let yourself try?
Don't soften it.
Most people can't do this exercise because the answer is unbearable. So they stay vague. They keep the future fuzzy. Fuzziness is the addict's best friend.
Clarity about the life you're sleepwalking toward is the only thing strong enough to wake you up.
Stop dreaming bigger. Start fearing more accurately.
Note, the anti-vision is more powerful than the vision!
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I just finished reading 14 earnings calls in the Indian AI infrastructure universe.
Four quick observations the sell-side won't write up:
1. The single best-positioned company in the theme is not trading on the AI narrative at all.
Its conductor EBITDA per ton is up 49% YoY. India domestic +30%. Premium mix gone from 37% to 44%. Trades at 40x. Everyone calls it a power-cables stock.
2. The data-centre cooling supplier that quietly serves every major HVAC OEM in Indian DCs (except one) saw its DC mix double in a year. Backward integration gives it a 15–20% landed-cost advantage over imports.
3. Some of the loudest "AI plays" are quietly insolvent or close to it.
One has ₹3,531 crore of net debt on ₹1,103 crore of revenue.
One has cut its annual guidance three times in twelve months.
And these too trade at 60–100x earnings or are loss-making.
4. Nobody — not one management — addressed US export-control risk on NVIDIA GPUs to India. One CMD said the only risk he could think of was an earthquake.
The gap between the thoughtful longs and the narrative shorts in this theme is the widest I've seen in Indian markets in years.
I'm writing the full breakdown over the next few weeks — company by company, with the actual numbers from the calls.
Follow if you want it in your feed. Otherwise it's easy to miss.
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@caffeinatedoc Fourth tier: tweeting about it instead of setting boundaries
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First tier of ppl pleasing: elder daughter
Second tier: toxic ex bf
Third tier : this profession
Heisenberg ⚕️@augsby
The Hippocratic Oath says "DO NO HARM." But working 72-hour shifts causes harm. Underfunded hospitals cause harm. Unpaid salaries cause harm. Where is the oath that protects the doctor?
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Vaibhav retweetledi
Vaibhav retweetledi

My current mental model basis what I am seeing around me and at InfoEdge in all our verticals - Naukri, 99acres, Jeevansathi and Shiksha.
1) AI is fundamentally deflationary for businesses.
2) When the cost of intelligence drops toward zero, the cost of doing many things drops with it.
3) Everyone becomes more productive but no one stays differentiated for long.
4) The natural outcome? Price compression. Margin pressure, Commoditization.
5) We’ve seen this with the internet, cloud, SaaS. AI is doing it to cognition itself.
But this is only half the story.
6) AI is deflationary for existing markets
and expansionary for new ones
The big mistake
7) Using AI just to do the same things cheaper. That’s a race to the bottom.
8) The real question is, What becomes possible now that was previously impossible?
Three ways I see AI creating real advantage
1) Solving problems that were too expensive to solve or not solvable earlier
2) Serving customers who couldn’t be served before
3) Delivering experiences and quality that wasn’t possible to deliver before
In other words
Don’t just lower costs. Expand the market. Because when capabilities commoditise , value shifts to,
– Distribution and Customer Relationships
– Brand
– Trust
– Proprietary data
– Ecosystems
The winners in the AI era won’t be the most companies which are the most efficient.
They’ll be companies with the best imagination
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Men get lucky with one display pic, in some distant land, at a particular time, with the right sunlight, with an expert cameraman, and keep the same picture for 10 years. Almost freezing their youth. Deceiving people on the internet, who perchance meet them in real life, mistake them for the dad of the DP guy. Men!
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