arshGPT

One of the best things in Singapore, you can be anywhere, anytime & still find fresh orange juice.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

We’ve partnered with Amazon Web Services, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, NVIDIA, and Palo Alto Networks. Together we’ll use Mythos Preview to help find and fix flaws in the systems on which the world depends.

microsoft 365 & google workspace have maybe 4-5 years of relevance left simply cuz the document/spreadsheet paradigm itself will become mostly irrelevant. i.e. it already makes zero sense to draft, review, or analyze anything without a native ai environment around it. that gap only widens over time. & most communication incl. email, chat, status updates is heading toward agent mediated flows where humans set intent & ai handles execution. this leaves the incumbents stranded with human first tools in an ai first world, retrofitting copilots onto artifacts nobody should be producing manually in the first place. they become the system of record, but no longer the system of creation. & that’s a very dangerous place to be.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

If you think data centers are using all the water wait till you find out about farms