Wednesday, August 19, 2026
'Gujarat Centric Model'
The Vedanta-Foxconn semiconductor project was announced for Gujarat after Maharashtra had been in talks with the companies. Since then, Gujarat's position in India's semiconductor push has only grown. Tata Electronics, Micron and CG Power are among the companies setting up major semiconductor projects in the state. The Tata-Airbus C-295 aircraft manufacturing project announced for Vadodara soon after also drew criticism from Maharashtra's Opposition.
The Coast Pays, Delhi Collects: What The Centre's Mineral Bill Takes From States. India's mineral wealth may lie with the states, but the power to tax it is increasingly travelling north.
Truth triumphs: E20 fuel affects BS-III vehicles, parts may need replacement, admits Nitin Gadkari
India's Jobless Rate Climbs as Labour Participation Declines: India's urban and rural unemployment rise, coinciding with a significant decline in the overall labour force participation rate to a five-quarter low
The Great IIT Dream Is Cracking: Why even top degree-holders are unable to find jobs. . . .Age Of The Pink Slip
The Great Korean Loot of Bharat:
Four charts to explain this story briefly.
— Amar Govindarajan (@amargov) July 10, 2026
-trade deficit has tripled
-money goes out in BOTH royalty and capital forms
-in a 18m period nearly 4.7bn was taken out
-korean FDI in vietnam is 13-15x India's. https://t.co/ZukAISkt5B pic.twitter.com/9431sXe2Ek
‘They hid the truth’: Meta faces pivotal kids’ safety trial. "Meta's business model can be summed up in four simple words: 'hook' the users, 'hold' them for as long as they can, 'harvest' their data, and then 'hide' the truth from the public when making public statements". . . Major implications for company's future.
Cuba Is Low on Oil: Now, It’s counting on solar, with China’s help.. . . As the U.S. starves it of oil, Cuba is pulling off one of the fastest solar revolutions on the planet — with China’s help
Narayana Rama Ramana: Ust. Fayaz Khan
Friday, July 24, 2026
Quick notes: Myanmar corridor | Stealth fighter...
- After Pak, It's Bangladesh, Myanmar: China plans new corridor that runs roughly 1,700 km from Kunming to Myanmar's coast. This is China building Indian Ocean access on India's eastern flank, mirroring what CPEC and Gwadar do on the western flank via Pakistan. Beijing intends to extend the China-Myanmar Economic Corridor to Bangladesh as part of its larger Maritime Belt and Road Initiative to boost its Indian Ocean presence.
- China's Teesta Move: Why India should be very, very alarmed about China's Teesta move in Bangladesh. The firm involved in the project is PowerChina is also part of the strategic works with the People's Liberation Army. Pakistan, in the meanwhile, reportedly proposed a 'Joint Military Command' that comes alongside offers of 16-48 JF-17 Block III fighters - together with a simulator already delivered two months ago. That's the first piece of Pakistani military equipment to enter the country since 1971
- Hundreds vs Zero: If war were to break out between India and China tomorrow, one side could send hundreds of stealth fighter jets into battle, while the other may not be able to send even one. China may already have around 500 operational J-20 Mighty Dragon stealth fighters, its most advanced jet. Delhi's operational stealth fighter inventory today stands at exactly zero.
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Kaveri To J-20: How China Overtook India In A 40-Year-Old Race To Build Fighter Jets. China's early efforts were disastrous. Many countries would have cancelled the programme. But China doubled down.
Between 2010 and 2020, Beijing invested approximately USD 42 billion under its "Two Engines" initiative, pouring unprecedented resources into superalloy metallurgy, manufacturing technologies, testing infrastructure, and specialised research institutes. Failures were treated not as embarrassments but as engineering data. - The tables are turning: As Chinese Tech Pulls Ahead, U.S. Fears It Will Become Dependent. China could surpass the US in biopharmaceutical innovation within this decade. “For decades now, we’ve been used to a world where the technology and innovation comes out of the West”
- China takes supercomputer crown from US for first time since 2017: LineShine' beat the USA's El Capitan system and exceeded 2 exaflops for the first time.
- E20 Petrol Debate: 'No Politician Has The Guts'
- Security nightmare: Anthropic’s powerful Mythos AI reportedly breached ‘almost all’ NSA classified systems within a few hours during red-team test — report sheds more light on the U.S. government's sudden ban on the flagship models
- China Has Matched Anthropic in Cybersecurity, Resetting AI Race: Chinese cybersecurity company 360 Security Technology released a new bug-finding tool called Tulongfeng. The company said it was comparable to Mythos in finding bugs. Those capabilities have alarmed many national-security officials and CEOs.
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Top American AI execs sound alarm on Chinese models: Silicon Valley and Washington are debating a multibillion-dollar question: Should American companies be able to use Chinese artificial-intelligence models?
Nvidia CEO: Jensen Huang argues American companies should be allowed to use Chinese AI models
China narrows AI gap, challenges US influence . . . - Open-weight GLM-5.2 AI model powered by Huawei silicon: Chinese Z.ai's latest model tops AI ranking charts amid Anthropic Fable 5 ban.
- CATL unveils Tener Sodium-Ion storage system: 15,000-cycle lifespan and 30-year durability. . . Battery breakthrough that smashes coal.
- Chinese juggernaut: Inside China’s race to overtake European supercars. Nissan CEO: China is setting the auto industry's 'future standards'
- India's Ghost Projects: Empty Stations, Airports & Schools
- Strategic autonomy requires defence tech to leave foreign crutch: India remains heavily dependent on foreign suppliers for some of the most critical technologies. Part of the problem lies in a persistent misunderstanding of technology transfer.
- Every attempt was made to hide the loot: Ayodhya shows why keeping temples outside state control is not enough.
- Drama over substance: Making an ass of Indian tech.
- Putin in trouble? Over 40% of refining capacity hit: Expert warns Russia could ‘disintegrate’ over fuel shortage. . . China's Great Betrayal? Has Russia's biggest energy gamble just collapsed?
- Low cost killing machines: “The average life expectancy of a Russian recruit right now arriving on the battlefield in Ukraine is estimated to be between 20 and 30 minutes”
- Raag Gaud Malhar: Sri. Aniruddh Aithal - gift to humanity
— Vikram M (@Vvikramai) July 20, 2026
How did Chinese automakers expand their market share in Europe despite tariffs?https://t.co/HjpJ0D5835
— Nikkei Asia (@NikkeiAsia) July 5, 2026
Ayodhya Shows Why Keeping Temples Outside State Control Is Not Enough https://t.co/4zjsyPhpYT
— Prasanna Viswanathan (@prasannavishy) June 23, 2026
Anthropic CEO Dario Amodei stated in a Bloomberg interview that the India AI Summit was "extremely disorganised".
— Amitabh Dubey (@dubeyamitabh) June 18, 2026
About the chaos on stage: "There was Narendra Modi up there suddenly telling everyone to hold hands..." (collapses with laughter). pic.twitter.com/24lnmtCw17
Monday, July 13, 2026
Monday, June 22, 2026
Quick notes: Off switch | Own goal...
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MBA era is over: India has historically placed greater value on academic credentials while overlooking vocational professions and skilled trades. Countries such as Switzerland, Germany, Japan, Korea and China have traditionally shown greater respect for occupations involving practical skills.
"The globalising world gave a certain advantage to software, computer science and MBA education, but that era is over". Young people should focus on developing skills that remain valuable even as technology transforms industries. - India's Biggest Economic Challenge is not inflation, oil, or war - It is an unskilled population addicted to distraction.
It is a generation that spends more time consuming content than creating value.
The biggest theft today is not of money. It is of attention. Every notification fragments concentration. Every endless scroll delays mastery.
Modern economies reward deep work, specialized knowledge, creativity, and disciplined execution. Algorithms reward emotional reactions. Unfortunately, millions choose the algorithm. -
Someone Else Owns India's Off Switch: Around 70 per cent of our cloud runs on three American hyperscalers, every byte reachable under the US CLOUD Act.
We do not operate a single DNS root server, so every query from Indian soil is resolved on infrastructure we neither own nor can audit.
And since a breach in 2014, we have had no trusted sovereign Root Certificate Authority, which means foreign corporations decide what the Indian internet is allowed to trust.
Nayara Energy, July 2025. Microsoft suspended services to an Indian refinery that handles 8 per cent of the country's refining capacity, to comply with European Union sanctions over its Russian shareholding. It was a kill switch, and we had no override.
The cloud, the certificates, the DNS, the navigation, the silicon. We rent all of it. - Own goal - Rupee's Pain Is Self-Inflicted: Indian firms investing abroad contributed roughly $30 billion to the capital outflow. Why would a country that requires close to $90B in net foreign capital annually to sustain rapid growth permit $30B of capital to flow abroad, thereby contributing to pressure on the rupee?
- End to Rafale mess? Only 40-50 Rafales will be bought, if at all; rest MRFA Su-57E. This is because two other offers are on the table — Russia’s complete with tech-transfer, including source codes, for its 5th generation fighter — Su-57E, and Sweden’s for its Saab 4.5 gen Gripen E.
- ‘The future isn’t manned vs unmanned’: If Pakistan does induct the J-35, it would change the regional air power equation. The Su-57 is one platform that comes into the conversation, given its operational status and India’s familiarity with Russian-origin systems.
It is worth remembering that fifth-generation capability goes well beyond the airframe. Sensors, mission systems, weapons integration and networking define it as much as stealth does. An aircraft without that ecosystem solves only half the problem. Importantly, AMCA is and must remain India’s long-term answer. - Ashtavakra Gita: One small shift in understanding can dissolve a lifetime of inner struggle.
- Taboo on crossing the sea? Andhra Pradesh HC stays order restricting priests who travelled abroad from temple rituals.
- Mohammed's Own Country: Deaths outpace births among Kerala’s Hindus and Christians as population growth turns negative
- BikAss: Over 2.8 million trees on forest land were approved for felling or recorded as felled in less than three years. . . .India's worst air pollution crisis isn't in its megacities.
- Iran deal - back to square one:
“Over the three-month trajectory, what Iran showed is that, yes, they were the underdog, attacked by two nuclear powers with military supremacy. But they also had their own cards to play.
The defining point in this war is the strategic geographic advantage that Iran has over the Strait of Hormuz. And it seems like President Trump and the US just couldn't get them to reopen the strait with force. This brought [the US] to the negotiating table and, essentially, back to square one, because the Strait of Hormuz wasn't even a problem before the war.”
"We're back to the original sin of Trump: out of obsession or jealousy of Barack Obama, tearing down an agreement that was much better negotiated.”
- Iran gets major economic lifeline for minimal concessions.
- Trump’s Deal sidesteps key reasons he went to war with Iran - The Great State Tax experiment:
- Advantage China: CEO of Chinese Anthropic rival tells Elon Musk that China will have a Fable 5-class AI model before next year
- Nation run by engineers: China drafts $295 billion plan to build national AI data center grid running on 80% homemade silicon.
- Cheaper AI: Microsoft abandoning costly OpenAI, Anthropic models for China-based DeepSeek’s V4 Model for enterprise workloads. Soaring token costs are driving enterprise customers away from OpenAI and Anthropic and right into the lap of China's DeepSeek
- NEET 2026 is a case study in institutional failure. Almost farcical
CBSE has made vocational education mandatory for Class IX and Class X. It was one of the most sensible reform recommendations under NEP.
— Prasanna Viswanathan (@prasannavishy) June 26, 2026
The rollout may still need work (report below), but the idea is unquestionably the right one. pic.twitter.com/ubsdiw9C2w
Dear Indian Corporates, dump Microsoft 365, embrace Zoho One to support and preserve tech Sovereignity.
— Sundara Rajan (@sundarmail) June 13, 2026
Over 2.8 million trees on forest land were approved for felling or recorded as felled in less than three years, a Down To Earth analysis of official records has found.
— Down To Earth (@down2earthindia) June 19, 2026
Between July 2023 and May 2026, the environment ministry’s Advisory Committee considered 288 unique forest… pic.twitter.com/37jHJqaJt7
NEET 2026 is no longer an examination. It’s such a case study in institutional failure. Almost farcical
— Prasanna Viswanathan (@prasannavishy) June 16, 2026
First the paper leak. Then cancellation. Then a nationwide re-exam for 22+ lakh students. Then portal. glitches. Now reports of portal itself is being exploited, admit cards… pic.twitter.com/qs1KwMhlBV
Saturday, June 20, 2026
trump to india: drop dead?
Thursday, June 18, 2026
Ep. 192: india's lessons from hormuz: pax indica, digital/narrative control, or perish
india must create an Anti-Fragile nation:
National security/defense
Food security
Energy security
Digital security/narrative control
Trade security
Wednesday, June 17, 2026
how has india's foreign policy helped the nation under PM modi?
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...
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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.
Elon Musk Drops Truth Bomb: China’s Army of Brilliant, Relentless Talent Is Far More Powerful Than Most Outsiders Realize
— Alvin Foo (@alvinfoo) May 25, 2026
Elon Musk, speaking candidly in a recent interview, cut through the noise:
“I want to emphasize the sheer number of smart, talented people in China who work… pic.twitter.com/YHkUStbn7J - High cost of import dependence: Tighten belts says PM, then $43 Bn thrown at Rafale, another $10 Billion for a diesel submarine
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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?
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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.
Friday, May 29, 2026
Sunday, May 24, 2026
Quick notes: Emperor Xi | Ground 'drones'...
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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
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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:
- 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
India’s compliance, China’s defiance: As New Delhi petitions Washington to renew the sanctions waiver expiring today so it can keep importing Russian oil, Trump says he is considering lifting U.S. sanctions on Chinese refiners buying Iranian crude. China defies American sanctions…
— Dr. Brahma Chellaney (@Chellaney) May 16, 2026
What Chinese Distant Water Fishing Vessels are doing inside the Exclusive Economic Zones of Argentina, Peru, Ecuador, Chile, Panama and other South American nations, is surely not industrial fishing. This is a well organised plunder of marine resources, funded and facilitated by… pic.twitter.com/TZR5IRUzzc
— Isabella Anderson (@IsabellaAn67) February 11, 2026
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:
Tuesday, May 19, 2026
Saturday, May 16, 2026
Quick notes: Royal Enfield | Unlivable cities...
- Put the screens away: The U.S. spent $30 Billion to replace textbooks with screens. The Result: A first generation mentally weaker than its parents.. For the first time in modern history, a generation scores lower than the one that raised it. The reason sits on every school desk in America. Nearly two-thirds of laptop time goes off task
- Made-in-Chennai: Royal Enfield beats Ferrari, Audi to become world's third strongest automotive brand. . . . Brings serious vintage style with a modern 650 twin engine
- Mahindra tractors - Built to last: Why American farmers are sleeping on the $15K Tractor that RULES the world
- Biogas could be LPG hedge in India's dairy belt: If all the 40 million cattle-rearing households were to shift to biogas, the displacement potential is up to ~4 million tonnes of LPG every year. Even if 10 million of them make this transition, it could save up to Rs 2,000 crore annually
- Burden of BikAss: India’s legendary hill towns are sinking. Over development threatens many Himalayan states
- India has 100/100 hottest cities in the world: Cutting trees, filling lakes, and building heat traps in the name of BikAss. "The central government is selling geological vital forest land to corporations. Then they are planting irrelevant trees in irrelevant areas to keep the statistics levelled. Not only that but the factories here run completely without regulations" "Too bad the mangroves on the west coast, trees on the Aravali hills on the western front of India, the sparse protections it has from the warm winds from the direction of Africa, are going away in the name of "progress" and "infrastructure". Capitalism will absolutely be the death of the human race".
- This $50 Wall Cools Any Home By 25°F: Cheap cooling for dry places
- R&D spend of PSUs is more than private player: The tragedy that is Indian private sector.
- Who runs India?: China is run by engineers.. US run by lawyers.. Who runs India?
- Service companies are not tech companies: Tragedy of Indian homegrown companies
- There Is a Fire Sale on M.B.A.s: Behind all of the price breaks is softening demand for the traditional two-year M.B.A
- Iran has better universities than India?
- Singapore vs India: World's densest semiconductor fab cluster.
- Raag Mishra Khamaj: Venkatesh Kumar
- What could possibly go wrong: The Pentagon announces AI deals with OpenAI, Google, Microsoft, Amazon, Nvidia, and more — LLMs to be deployed on classified Department of War networks ‘for lawful operational use’
R&D spend of HAL is 2000 Cr. More than many private sector companies https://t.co/Krxsgzym8E pic.twitter.com/o1XNT891XQ
— ᛊ Mr. Chan ᛊ (@RohitChan666) January 18, 2026
Highly recommended book. Along similar lines is my analysis:
— Rajiv Malhotra (@RajivMessage) May 9, 2026
China is run by engineers
US run by lawyers
Europe by ideologue
Pak run by terrorists
Who runs India?
https://t.co/svYBJvtlb7
Sharif is the #1 university in Iran. Over the last 25 years, it has been in the top 3 destinations of top Olympiad medalists. https://t.co/LAA9f2iTQh pic.twitter.com/lGyGUDLtJY
— Adib (@adibvafa) April 29, 2026
In semiconductors the little island of Singapore has an incredible story to tell:
— Amar Govindarajan (@amargov) April 25, 2026
- 20+ fabs (India has struggled here..)
- consistent state policy + support since 1960s
- 7% of GDP. pic.twitter.com/dsG8d5j3J6
Saturday, May 09, 2026
"Mark my words"...
Monday, April 27, 2026
Quick notes: Cash cow | DRDO's laser weapon...
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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
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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
Part of what pushed this into the open is what Korean firms did here in the last year.
— Amar Govindarajan (@amargov) April 22, 2026
Hyundai and LG listed their Indian arms and between them sent about $4.7 billion back to Seoul through IPOs and special dividends. Samsung's royalty payments to its parent tripled. All within… pic.twitter.com/e2Nbsuxew6
Localization of parts is not the same as localization of value. You can source 85% of a car’s weight (steel, rubber, glass) in India, but if the Intellectual Property (IP), engine architecture, and software ownership sit in Seoul, the wealth generated by Indian labor and…
— vijay (@Vic_Vij) April 23, 2026
Thursday, April 23, 2026
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
Watching India pitch itself as a “rule-setter” in AI is a reminder that geopolitics now includes a new category:
— 𝘊𝘰𝘳𝘳𝘪𝘯𝘦 (@OopsGuess) February 23, 2026
Countries whose technological progress occurs primarily in keynote presentations.
India doesn’t have an AI industry, but they have an AI narrative:
“If we can’t build… pic.twitter.com/XnhLmwu2yk
16/
— CA Vivek Khatri (@CaVivekkhatri) April 7, 2026
China has been trying to build a Fast Breeder Reactor for 20 years.
They've spent billions.
Bought Russian technology.
Hired foreign experts.
Their CFR-600 is still being commissioned.
India built theirs:
✅ Indigenously - no foreign reactor design
✅ With domestic…
Trump’s lawyers can’t even say for sure if Native Americans are citizens by birth.
— Ed Krassenstein (@EdKrassen) April 1, 2026
This administration is disgusting! pic.twitter.com/GT4iG8tvU2
Monday, April 13, 2026
Has the Indian army gone woke?
Wednesday, April 08, 2026
Sunday, April 05, 2026
Quick notes: Converted xtian | F-35 vulnerability...
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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:
🇫🇷🇮🇳 France just drew a hard line… and it hits India’s airpower strategy directly.
— Mario Nawfal (@MarioNawfal) April 1, 2026
Paris is refusing> to give India access to Rafale’s core source codes, which means New Delhi cannot independently modify the jet’s most critical systems, including its radar, mission computer, and… https://t.co/YJ3H46rst0 pic.twitter.com/0Nl22cWZa7
The UAE has withdrawn from funding the development of the new Rafale F5 after France refused to transfer advanced technology.
— سيف الدرعي| Saif alderei (@saif_aldareei) April 3, 2026
The message is clear:
Real partnership with genuine technology transfer — or no deal. pic.twitter.com/MUTheN8DHB
🇨🇳 Chinese civilians with technical backgrounds are increasingly posting detailed military analysis online aimed at helping Iran counter U.S. forces, in a growing grassroots trend across Chinese social media, according to the South China Morning Post.
— Drop Site (@DropSiteNews) April 3, 2026
The effort appears informal… https://t.co/PjGUGvgblR


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