Wednesday, June 17, 2026

how has india's foreign policy helped the nation under PM modi?

https://open.substack.com/pub/rajeevsrinivasan/p/how-has-indias-foreign-policy-in?r=66qfh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Malayalam DD podcast on how foreign policy initiatives have helped India in the time of the Modi government.

There are AI-generated English audio, summary, and a slide deck which may be more accessible. the audio podcast is actually very good.

Monday, June 08, 2026

Quick notes: G2 | Nuclear dependency...

  • G2 resets India’s calculus: The emerging US-China cooperation means the marginalisation of New Delhi and other powers in Asia and Europe. First proposed by Brzezinski and implemented by Obama in 2009, G2 suggests that the US and China rule the rest of the world. The Obama-Hu Jintao joint statement of 2009 even mentioned both countries looking after South Asian security issues.

    China will leverage G2 to scale up its “all-weather” friendship with Pakistan. India needs to brace for further aggression.

    Why Hegseth's 'Shangri-La' Speech Should Worry India: For peace, you need strength. But that is certainly not what the US is projecting right now.

    The Chinese use not just their navy, air force, or coast guard but even massive fishing fleets to threaten neighbours. These "maritime militia" obstruct shipping routes, forcing international shipping as well to zigzag around them.


  • Honeymoon: From mutual suspicion to political embrace: How the U.S. learned to stop worrying and love Pakistan.


  • Was Rafale a bad choice? Why IAF needs Russian Su-57 stealth fighter. Pakistan is pursuing Chinese J-35 stealth fighters while China already operates hundreds of J-20 stealth aircraft.


  • Chinese Missile Likely Downed US F-15 Fighter Jet In Iran: US officials said the equipment could have improved Iran’s ability to track advanced fighter jets like the US F-15E Strike Eagle.


  • High cost of import dependence: Tighten belts says PM, then $43 Bn thrown at Rafale, another $10 Billion for a diesel submarine


  • India will pay $68 billion to US to become a nuclear dependency: Trump has moved on from India and Modi. In the region, he has found Asim Munir and the Pakistani state he runs far more congenial to augment his personal/family holdings and US interests. Because however much Modi wishes to cuddle up to Trump and accommodate the US, there is a limit beyond which he cannot. Munir faces no such systemic constraint.

    As per the 2008 civilian nuclear cooperation act, the fuel for the imported American reactors will have to be periodically imported from the US, and which supply can be stopped/disrupted at will, at any time for any reason, that Washington can think up. If these reactors are owned by US power companies, however, the US govt will be more considerate in imposing sanctions, say. And with a regular supply of US fuel assured, these firms can be permitted profitably to run a chain of nuclear power plants in India in a closed loop.


  • Indians in MAGA land: How Trump's Visa Crackdown Triggered a Texas Housing Bust



  • India’s fertility rate falls below replacement level: India’s Total Fertility Rate has fallen below the replacement level for the first time, revealing a widening demographic divide between ageing southern states and younger northern states.


  • Rice bags for atrocity drama: Andhra Pradesh pastor booked for staging attack on self to trigger communal unrest


  • Big Subsidies for Google, Limited Water for Locals: The Dilemma of AI in India. When Google arrived last year in this sleepy coastal Indian city, the govt rolled out the welcome mat, offering billions of dollars’ worth of incentives for the U.S. company to build data centers for AI.


  • Lahore Is Changing Names Of Its Streets: Now, the official signboards of Islampura read Krishan Nagar, Babri Masjid Chowk has reverted to Jain Mandir Chowk, and Rehman Gali is back to being called Ram Gali.


  • America Can't Touch It: There Is A 'Shadow' Route Keeping Iran Alive.


  • Tabla Cover: Shreya Bhattacharjee



  • Beijing enforces policy to secure top-tier talent: Chinese AI experts in private firms now required to secure approval before international travel.


  • R&D: Chinese university builds 3D chip design tool tailored to Huawei's ‘LogicFolding’ architecture — 3D design delivers increased performance and better thermal management


  • Impressive specs: Russian-Chinese Irtysh 32-core CPU runs The Witcher 3 at 30+ FPS


  • China's New Export Rules: Will Curbs Short Circuit India's $120 Billion Electronics Dream?


  • India’s energy storage crisis: The Advanced Chemistry Cell PLI scheme, launched in 2021 with an outlay of Rs 18,100 crore, targeted 50 GWh of domestic cell manufacturing by 2025. As of December, 40 GWh had been awarded across four firms, of which only 1 GWh had been commissioned, and no incentive has yet been disbursed.

    Policy still treats storage as a single category. It is not. An electric vehicle battery is built around energy density — weight matters, lithium wins. A grid battery or data-centre backup has no such constraint. It needs cycle life of over 10 to 15 years, thermal safety in occupied environments.

    The chemistries worth backing are the ones where India already has the upstream. Zinc is the cleanest case. India is among the world’s top five zinc producers, with an integrated mining and smelting base in Rajasthan operating at global scale. The upstream does not need to be invented; what does not yet exist is the bridge from refined zinc to battery-grade material to an Indian-manufactured cell, and that bridge is a policy choice, not a technology gap.

    Sodium offers a parallel opportunity, side-stepping cobalt, nickel, and graphite — the three minerals Beijing holds most tightly. Indian institutions are already moving.

    The choice is between accepting whatever the current supply chain delivers at whatever price Beijing decides, and deliberately building a storage industry where the cell is Indian, the electrolyte is Indian and the input minerals are Indian
    .



Sunday, May 24, 2026

Quick notes: Emperor Xi | Ground 'drones'...

  • Trump’s Pursuit of a Partnership With China Raises Concerns in India: Rubio has a gargantuan task during his visit to Delhi: defuse tensions over Trump’s anti-India aggression and overtures to China. Trump found time to lavish praise on Xi Jinping calling him “a great leader” and “a friend.” The two men, Mr. Trump said, would “have a fantastic future together.”

    Trump's comment that he would revisit arms sales to Taiwan has stirred anxiety across Asia and prompted questions about U.S. security commitments. Indian leaders are among those with concerns.

    Trump-Xi Bonhomie: Should India Be Uneasy?: A former Indian foreign secretary, a leading China hawk until recently, has advised the Modi govt that a reassessment of Quad is overdue. But it is easier said than done, given the mindset of the Indian elite.


  • Xi Is Truly Done Falling For The Great American Bluff: China kept the upper hand during Trump's visit by, amongst other things, Xi Jinping retaining his poise and distance while Trump tried to ingratiate himself with flattery and body language.

    At the opening of the formal delegation-level talks, the lining up of the top-most American corporate leaders behind Trump suggested a homage being paid to Xi's China, reminiscent of the kowtowing to the Chinese emperor in the past. Trump was messaging a willingness to explore possibilities of renewed economic interdependence with China.

    Addressing Trump at the formal talks, Xi was sententious and demanding. He called on the US to be "partners, not rivals" with China. . . . amusing to see Trump kissing Xi's ass.


  • Christian nationalist push: Trump administration pushes narrative of Christian founding at Rally. . One Nation under Yeshu.


  • Trump Is Setting His Sights on Restricting Legal Immigration: A new approach is emerging on legal immigration, one that makes it harder for those abroad to enter the United States, and for those already here on a temporary basis to stay.


  • Ground drones taking on dangerous missions: The "Ground Drones" rescuing Ukraine's wounded from the Front Lines


  • China Boosts Indian Ocean Ambitions: China despatches thousands of fishing boats to the region for illegal fishing, thus depleting the fish stock of the region.

    During Operation Sindoor, hundreds of such boats appeared, possibly to harass the Indian Navy.

    Such 'grey zone' activities are conducted to indicate China's intention to enter the region, gather intelligence, create civil-military confusion, exploit lack of preparedness by adversaries or treated as a stop-gap arrangement before full-fledged naval deployments.

    Even though China had commissioned the Djibouti naval base in 2017, initially as a logistical support facility at the chokepoint of the Bab-el-Mandeb Strait, it is now being expanded to include submarine docking facilities.

    China also initiated a number of dual-use ports or maritime facilities -- estimated to be more than a hundred across 46 countries in the region. These are considered to be a counter to the US-led maritime world order as well as to marginalise India in the region.


  • Supreme Court of India: 'If Parents Are IAS Officers, Why Reservation For Their Children?'


  • Beyond just assembling phones: Lava's ₹1,100 Cr bet is to build what's inside. Aims to shift from mere assembly to producing key components domestically. . . a lot can be done even before domestic fabs go live.


  • Three Charts:

  • India Oil Consumption: 2013 to 2024: 5.621M bbl/d for 2024

    USD to Indian Rupee - 2013 to 2026:

    Brent Crude Price - 2010 to 2026:


  • Uber-ize gold: For national necessity & personal prosperity. How a National Gold Library could transform household jewellery into productive capital, strengthen the rupee, and cut imports.


  • Ustad Rashid Khan: Raag Shyam Kalyan



Saturday, May 16, 2026

Quick notes: Royal Enfield | Unlivable cities...

Saturday, May 09, 2026

"Mark my words"...

Astrologer called it right, for once :) ..his other predictions fell flat, though

Monday, April 27, 2026

ep. 190: pax indica unblocked malacca in 1025 CE; do we need it in 2026?

Uploaded Image

Quick notes: Cash cow | DRDO's laser weapon...

  • For Korean companies, India is a lucrative cash cow: LG India reported revenue of Rs 24,366 crore and a net profit of Rs 2,203 crore last year. Royalty payments to its Korean parent reached Rs 454.61 crore. But the real headline came with its 2025 IPO: In one stroke, LG India’s market capitalisation surpassed that of its global headquarters’. And it was purely due to generous policy environment.

    Hyundai Motor India and its sibling Kia tell a similar tale of extraction masked as investment. Royalty payments stand at 3.5% of sales revenue, translating into thousands of crores annually repatriated to Seoul. Such an anomaly has left Tata Motors and Mahindra to fight an uphill battle against what many term subsidized Korean pricing power.

    Samsung India completes the triumvirate of value extractors. Its revenue for the first time crossed Rs 1.11 lakh crore during 2025, making it the only consumer-electronics firm in India to cross the trillion-rupee mark. During 2024, royalty remittances to the Korean parent hit Rs 3,322 crore, roughly 40% of that year’s net profit. Retained earnings have ballooned and been diverted to Vietnam.

    Profits earned from Indian consumers through high royalties, IPO cash-outs and dividend flows are effectively subsidizing Vietnamese factories that then export finished goods back into India. Why? Should Korean conglomerates plough cash extracted from India into manufacturing facilities in a smaller neighbor that then undercuts Indian industry? The optics is toxic: India as a lucrative cash cow, Vietnam as the preferred factory floor.

    Decades of liberalization were sold on the promise that FDI would catalyze domestic industry, transfer technology and create balanced growth. Instead, the policy has tilted towards foreign giants who repatriate profits, royalties, special dividends and IPO proceeds liberally.

    On the other hand, Indian firms struggle with higher compliance costs, delayed approvals, and a royalty burden that starves local innovation.


  • Draining the economy: The proof is in the math: In just the last 12 months, Hyundai and LG repatriated $4.7 billion in royalties and profits. That is nearly ₹40,000 crore leaving our economy.


  • Funding the Adversary: India’s trade deficit with China has nearly tripled since Modi took office. Bankrolling China's rise which in turn lays claim to vast Indian territories including an entire state.


  • You signed a trade-deal, now we will screw you: Indian exports face rising cost pressure as EU plans carbon tax expansion


  • Galgotias School of Innovation: AI making work cheaper and this is a BIG Problem for Indian IT Services



  • Trump kissing Xi Jinping's ass: A quiet U.S. favor for Xi Jinping.. A U.S. quota increase at the IMF would rescue China’s bad loans.

    Trump is scheduled to visit Beijing in May for a summit with Xi, and he will come bearing at least one surprising gift: A budget request to Congress to hand more money to Mr. Xi’s friends at the IMF.


  • Chinese satellites over Mideast battlefield put US on edge: Chinese AI company MizarVision claimed on social media to have tracked the movements of American aircraft carriers, F-22 stealth fighters and B-52 bombers by using AI to analyze satellite data.


  • Microwave weapon: 20-gigawatt Chinese microwave weapon touted as ‘Starlink’s worst nightmare’ by country's media — portable 5-ton device can deliver full-minute destructive bursts


  • India’s “Star Wars” LASER DEFENCE: DRDO's $3 solution to a $30,000 drone problem. 100 kW Dura-2 can melt drones in seconds.



  • Pakistan Is Getting a Stealth Fighter in 2026: China is ramping up the timeline to deliver J-35A to Pak


  • Lesson for India, the GREAT consumer of imported tech: Iran claims US exploited networking equipment backdoors during strikes — says devices from Cisco and others failed despite blackout in attack that 'indicates deep sabotage'


  • Privacy risk: Google Chrome lacks protection against one of the most basic and common ways to track users online


  • Why this Chinese EV terrifies Europe’s carmakers: Luxury car makers staring at Chinese onslaught.


  • China's Geely just built one of the most efficient engines ever: Geely now holds a Guinness World Record for thermal efficiency, with its new i-HEV Hybrid system rated at 48.4%


  • Raag: Kamod By Manjiri Alegaonkar



Wednesday, April 15, 2026

Quick notes: Ditching windows | Dr Kurt Tank...

  • Digital sovereignty push: France is ditching Windows for Linux... when will India do this? Claude is there to make the process smooth.


  • Dr Kurt Tank and the Marut program:



  • “If we can’t build it, host a summit”: India's technological progress occurs primarily in keynote presentations


  • R&D poor nation: The Ministry of Electronics and Information Technology (MeitY) proposed Rs 28,169 crore but received Rs 21,632 crore at the budget estimates stage — a reduction of nearly Rs 6,500 crore. The ministry proposed Rs 13,000 crore for the semiconductor programme but received Rs 8,000 crore at the budget estimates stage.


  • A giant leap for our energy sector: India is now only the second country after Russia to operate a commercial-scale FBR. Parallel development of the third stage to leverage India’s vast thorium resources, a vision conceived by Dr Homi Bhabha.


  • Meta must face youth addiction lawsuit: "...designing a social media platform that capitalizes on the developmental vulnerabilities of children or by affirmatively misleading consumers about the safety of the Instagram platform" . . . . Yoga can reduce gaming addiction.


  • Sweden goes back to basics, swapping screens for books in the classroom: Studies have linked heavy digital use to reduced comprehension and memory retention as well as eye strain. . . Sweden’s Education Recalibration


  • Non whites are non Americans:


  • Pakistan’s solar boom shielding it from worst of Iran war crisis: A quarter of Pakistani households are now using solar panels. This insulates millions of families from the energy supply crunch prompted by the US-Israel war on Iran.


  • India no Vishwaguru: Acharya S.N. Goenka's interview




Monday, April 13, 2026

Has the Indian army gone woke?

https://www.ndtv.com/india-news/delayed-op-sindoor-strike-at-terror-camps-to-respect-namaz-army-chief-general-upendra-dwivedi-11338467
Next time, why not “bombard” Pakistan with portraits of Ghandy instead? The General’s statement is so problematic. Is is it his job to allow SICKULAR PRINCIPLES to determine military operations? This is consistent with General Mukund Naravane’s statement while he was serving as COAS that “The army will defend the constitution!” and his hesitancy to follow the Defense minister’s advice (revealed in the General’s leaked book after retirement) to “act appropriately” when the Chinese PLA tanks were rolling up towards Indian positions in Ladakh! Why is it Army’s job to defend the constitution, manage the nation’s economy, do diplomacy, PREVENT WAR or PERPETUATE SICKULARISM? One would imagine that the Army’s charter is, exclusively to DEFEND THE BORDERS, DEFEND NATIONAL SOVEREIGNTY, CRUSH INTERNAL REVOLTS aimed at balkanizing the nation. The Indian armed forces have always been surprised and found wanting when it comes to preventing encroachment of Indian territory - ex: Ladakh, Kargil, POK, Gilgit-Baltistan, Aksai Chin or even Tibet. I’m particularly grateful to POTUS Trump and Israeli P.M Netanyahu for launching their military operations against Iran, Hizballah - without caring a damn about Ramzan, Eid ul Fitr, etc. Equally alarming is the General’s revelation in the interview that he solicits opinion from his daughters and implements policies pertaining to “gender equity” in the Indian armed forces based on their guidance! Are his daughters soldiers, elected representatives, ministers in the government, etc.? Wonder if that directly informed the decision to perpetrate the spectacle of the stupid “Colonel Sofiya Quereshi” in the context of Operation Sindoor. There was a visual of female Indian Navy personnel struggling to lift and fumbling with Lieutenant Vinay Narwal’s coffin, looking back helplessly - until male officers stepped in to prevent them from dropping it! *Are we a serious nation*? We might as well have a *Ghandy Sena*! I distinctly remember my father’s comment nearly 35 years ago when he disallowed me to write the NDA exam. He had said: *“Do you think we do proper warfare in this country?”* Sorry to say, the General’s comments are deeply demoralizing and come across as extremely woke and clownish. Incidentally, the USA had injected extreme wokeness into its military under Gen. Mark Milley and Secretary of Defense Lloyd Austin - which is now being visibly rolled back under POTUS Trump and Secretary of War Pete Hegseth! Is India trying to imitate woke western nonsense - as always, a few years behind the trend in everything - with an additional stupid Ghandyian Masala? The Pakistani General Asim Munir, in contrast - is a hardcore Jihadi and a “Hafiz” of the Quran at that - certainly does not have such woke illusions of the mind. The Jihadi Generals of Pakistan must have had a hearty laugh over a peg of Scotch - marveling at this clownish exhibition of woke slavish obsequiousness emanating from the top most echelons of the Indian military! There have always been liberandus among prominent Indian military families - too many examples to name. But, this disturbing trend is apparently now interfering with decision making at the top most level!

Sunday, April 05, 2026

Quick notes: Converted xtian | F-35 vulnerability...

  • Akkala Rami Reddy vs State of AP: Landmark ruling on converted Christians SC status: It all began with land grab for Church.

    Rami Reddy found that a parcel of his family land, which had been temporarily given to a distant relative for use as a cattle shed, had allegedly been converted into a Christian prayer hall. The relative had converted to Christianity and changed the site into a place of worship.


  • India the big loser in the US-Iran War: At the core the issue is of India being strung out between strategic subservience to the US — that has led to its Gulf policy ending in a cul de sac, and economic dependence on China, with both Washington and Beijing now hanging Modi-Jaishankar and India out to dry.

    "Washington will strive to keep India down, preferably under its thumb, economically and in the technology sphere, prop up Pakistan as its main agent in the region, but will expect Delhi to help the US counterpoise China in the Indo-Pacific! The Indian govt is sufficiently spooked by the China threat to want to rely on the US strategically and to do so on American terms. And sure India should arm itself with American weapons, and reproduce any US military goods it wants but under license, thus lighting fire to the atmnirbharta pyre".



  • Chinese engineer shared trick to shoot F-35 fighters just days before Iran’s strike: F-35 vulnerable to low-cost systems. . Since the Operation Epic Fury started, more Chinese civilians with science, technology, engineering, and math backgrounds have been sharing military analysis online to help Iran counter U.S. airpower. These posts include technical explanations of weapons and tactical advice, and are shared without pay or official support. . . . Dutch Secretary of Defense threatens to 'jailbreak' nation's F-35 jet fighters.


  • White man's angry God: Hegseth injects combative Christianity into America’s military. . . Hegseth prays for violence 'against those who deserve no mercy'


  • China produces >90% of its ammonia from coal gassofication: China insulated itself against energy shocks with coal gas. India didn’t move from words to action.


  • No LPG? No Problem: These Bengaluru Restaurants Run on Gas from Kitchen Waste.


  • Black pepper and healthy oils: The ingredients that super-charge the nutrients you get from food


  • Protein myths: “There is no evidence that habitual exercise increases protein requirements; indeed protein metabolism may become more efficient as a result of training.” ..just because it’s post workout, doesn’t mean you need oodles of whey


  • Bike Bus: "One of the benefits of the bike bus is that when you're cycling as a group you feel a bit safer.

    "There's been a lovely buzz watching the bike bus arrive each week and the children who participated have been really happy, enthusiastic, really energised by their bike ride here to school".

    "I think it's great for kids mental health as well as their physical health plus I think it's great for parents too.

    "I think for the community more broadly too because there's less cars on the road, less congestion, it's better air quality, so there's a lot of benefits."

  • Solar is winning the energy race: The world's cheapest power source is scaling at warp speed, pushing coal, gas and nuclear aside. In 2015, Pakistan and South Africa each produced less than 1% of their electricity from solar. Ten years later, that has risen to 20% and 10% respectively.


  • 'The myth about SIPs': At the end of the day, in order for me to win, someone else must lose. Now, in order to create that population of losers, you need the millions of retail investors, the millions of SIP participants, for their capital to flow somewhere.


  • Showing some spine: Malaysia exits US reciprocal trade deal. Becomes the first country to abandon a pact negotiated under Washington’s reciprocal tariff strategy after a court ruling removed the legal basis for the policy.


  • End of Bitcoin? Google research suggests encryption technique used by Bitcoin will be cracked by quantum computers around 2029 — search giant says quantum attacks need to be prepared for now


  • Google unveils TurboQuant, a new AI memory compression algorithm — and yes, the internet is calling it 'Pied Piper'. . . A simple explanation of the key idea behind TurboQuant


  • Pakistani Women's Obsession With Hindu Culture:



ep. 189: drones are a step change in warfare: india better pay attention

Tuesday, February 17, 2026

Quick notes: Tariff exemption | Price of intelligence...

  • India’s pollution is becoming an economic roadblock: The government’s inaction runs counter to its goals. The latest budget cut funding for pollution control.

    It is all getting embarrassing. In December a cricket match between India and South Africa was called off because smog made it impossible to see the ball. In January one the world’s top badminton players pulled out of the India Open in Delhi citing the bad air (and getting a $5,000 fine). Those who did play sent an official complaint to International Olympic Committee.


  • Tariff exemption for apparel made with US cotton: US–Bangladesh deal jolts India’s textile calculus


  • The Price of Intelligence is Collapsing One developer with Claude Code can now do what took a team a month. The cost of Claude Pro or ChatGPT is $20 dollars a month, while a Max subscription is $200 dollars. The median US knowledge worker costs ~350-500 dollars a day fully loaded. An agent that handles even a fraction of their workflow a day at ~6-7 dollars is a 10-30x RoI not including improvement in intelligence.

    The cost collapse is destroying the seat-based software model. There has been no bigger share shift than Microsoft’s seat-based Office 365. Most of the cash today still comes from Office. The core way of how a human interacts with a computer is about to change, and Microsoft sits at the center of the old paradigm.

    Why does a company need to standardize Salesforce if an agent is just going to query data on leads on your behalf? Salesforce is a form and workflow wrapper, and the form and workflow can likely be scaffolded by AI into a database and then queried as needed.


    AI fears wipe out $50 billion from Indian IT stocks. . . Software ate the world. AI is eating software.


  • Dr Vishal Sikka: At a time when there was no ChatGPT, Gemini, or self-driving cars, Vishal Sikka gave a presentation on AI before NITI Aayog at the PM’s request, where officials of 20 Union Ministries were gathered. . . India's risk-averse capitalism has no place people like him


  • Engineering Talent Pipeline: Elon Musk’s impact on a new generation of engineers.



  • Starlink, a regime-change weapon? U.S. Smuggled Thousands of Starlink Terminals Into Iran After Protest Crackdown

  • Existential threat: The EU should consider either an unprecedented 30% across-the-board tariff on Chinese goods or a 30% depreciation of the euro against the renminbi to counter a flood of cheap imports, according to a French govt strategy report.

  • The long game: As Trump trashes the dollar, China smells opportunity

  • Hindus could be next: Without a Border ‘Invasion,’ Texas G.O.P. Turns to an Old Enemy, Islam. . . Muslims know how to play this game. Hindus..?


  • Not everything imported is healthy: Why is eating oatmeal damaging if you eat it every morning?


  • Sounds of Isha: Akka Kelavva (ಅಕ್ಕ ಕೇಳವ್ವ)



Sunday, February 08, 2026

Quick notes: SaaS-Pocalypse | Greater Balochistan...

  • The SaaS -Pocalypse Has Begun: For most of the past two decades, enterprise software benefited from a remarkably stable economic story. Software was expensive to build. Switching costs were high. Data lived in proprietary systems.

    Once a platform became the system of record, it stayed there. Recurring revenue was treated as a proxy for predictability. Contracts were assumed to be sticky. Cash flows were assumed to be resilient.

    AI is now testing every part of that logic at once.

    AI doesn't kill the software directly. It kills the headcount that uses the software. Which kills the per-seat revenue model. Which kills the business... "Software becomes a commodity; AI becomes the "brain" and the worker".


  • Anthropic's new AI tools disrupts data analytics and software companies: AI developer Anthropic launched plug-ins for its Claude Cowork agent that would automate tasks across legal, sales, marketing and ‌data analysis. That move has sparked worries of an impending AI-fueled disruption of the data and professional services industry, which were once seen as major beneficiaries of the AI era.


  • India's staffing-intensive IT sector shaken: "As Indian enterprises ​integrate Claude for critical coding ​workflows, dependency on large vendor teams may decline, squeezing billable hours and margins. Anthropic’s advanced AI systems also threaten entry‑level talent pool at Indian IT firms by ⁠replacing routine development and testing tasks".



  • 'Start Considering Alternative Livelihoods': Sridhar Vembu's advice to coders

  • Anything but Deep Tech: Indian corporate investment is characterised by low R&D intensity and concentration in real estate-linked, regulated, or quasi-monopolistic sectors with a relative lack of willingness and appetite to invest towards long-term risk absorption and become globally competitive.


  • Indian corporate investment had "flatlined since 2012": "The question that the government isn't asking is: how come for 13 straight years, corporate India has not invested?"


  • A 'Greater Balochistan'? There is growing trepidation in Pakistan establishment circles that there could be a new great game underway in the region to create a Greater Balochistan comprising Sistan-Baluchistan and Balochistan. This is not just a mineral-rich area, but geographically, a very pivotal area.

    A Greater Balochistan will alter the geopolitics of the region, straddling not only the entire Gulf region but also providing a base to access Central Asia and keep a watch over troublesome areas in Iran, Afghanistan and a rump Pakistan. In fact, the geographical relevance that Pakistan keeps talking about comes from its control over Balochistan.

    The Pakistanis are losing sleep at the thought of powerful regional and global players waking up to the importance of Balochistan. Operation Herof 2 and the larger Baloch uprising are, therefore, no longer being seen as a local separatist movement but as part of a larger global conspiracy to cut not just Iran but also Pakistan to size. 


  • Pakistan Faces Crunch As Demand For China-Developed JF-17 Jets Surges: In the past month, Iraq, Bangladesh and Indonesia have expressed interest in acquiring the JF-17 Thunder, according to Pakistan's Armed Forces. Saudi Arabia and Libya are also exploring the aircraft.


  • The United States did not merely abandon the Kurds: It handed them over to terror, to knives, to silence. Allies were turned into expendable bodies. Promises were buried alongside the dead.


  • Why Indian cities are hostile to pedestrians: Annual pedestrian deaths on Indian roads exceed fatalities reported in several active conflict zones globally, underscoring that Indian streets function as a daily warzone for walkers... “Attempts to redesign roads without prioritising pedestrians are a fundamental part of the problem. Footpaths are a default globally, not here.”



  • Win for American farmer: New US-India deal will export more American farm products to India's massive market, lifting prices, and pumping cash into rural America.


Sunday, February 01, 2026

Quick notes: GaN technology | Xiaomi SU7...

  • DRDO's GaN technology breakthrough: Denied access to compound chip technology by foreign powers, Indian scientists, operating in tandem from Delhi and Hyderabad, crack the code to make Gallium Nitride (GaN) monolithic microwave integrated circuits (MMICs).
    + How GaN is revolutionising key industries.
    India is no longer dependent on foreign powers for these high-value, cutting-edge chips. Instead, it broke into a select group of six nations—the US, France, Russia, Germany, South Korea and China. . . . . Defense as well as commercial applications!


  • UK FTA was terrible. EU FTA is worse: India gives away market access for nothing. Once CBAM takes effect India will be immensely disadvantaged.


  • WSJ: I test drove a Chinese EV. Now I don’t want to buy American cars anymore.
  • Marques Brownlee's negative reviews had bankrupted some automakers in the past.


  • Ford CEO Jim Farley: Praises his Xiaomi SU7. 'I don't want to give it up'

    Honda CEO Toshihiro Mibe: "Chinese are ahead, even more than expected"


  • Foolish NRIs: The overconfidence of the Indian settler in the pre-MAGA days led to excesses. Such as the 90-foot-tall statue of Lord Hanuman, dubbed by some over-clever NRIs who installed it, as the “Statue of Union” in Sugar Land, Texas.

    Besides being considered an eyesore by the enraged local Texans, it is a goad for the Christian Nationalists of the American south and southwest that make up the MAGA flock. So far they have restricted themselves to mocking the Monkey God, reviling Hindus as savages, Hinduism as satanic, and Hindu religious symbols as an affront to Christianity. Soon they may take a hammer to the statue, and run the Indians out of town.

    Two Indian jewelry stores raided in Texas


  • Trump betrayed the Kurds?: Tell me something new.


  • No headscarves in Kosovo's public school classrooms: Over 95% of the population of Kosovo is Muslim.


  • Why are strokes rising among young adults?: Stroke deaths are climbing among people ages 25 to 34, even as overall cardiovascular deaths return to pre-COVID levels.


  • The scientific case for ping-pong: Why athletes — and you — should play more table tennis


  • How Ancient Is Indian Music? Dr. Raj Vedam on the history of Indian music