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".
  

Satya Nadela is basically describing the death of the traditional SaaS model.

Explains the AI agentic future, and where the "value" lives.

Because business logic is moving from the software application to the AI agents.

Currently, you buy software for its specific features and… pic.twitter.com/LAQVWDg4af

— Rohan Paul (@rohanpaul_ai) January 21, 2026



• 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.

Goldman Sachs is rolling out Anthropic’s AI model to automate accounting and compliance roles completely.

Anthropic engineers have been embedded at Goldman for 6 months, co-developing systems that act like “digital co-workers” for high-volume, process-heavy tasks.

The new setup… pic.twitter.com/KMvQkkTAMs

— Rohan Paul (@rohanpaul_ai) February 6, 2026




• 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

Examples are now pouring in about AI-assisted Code Engineering productivity.

The quoted post is a Bhagwad Gita app.

Anthropic has built an entire C compiler with their Claude AI. That is not an easy engineering feat at all.

At this point, it is best for those of us who… https://t.co/KbgVX8G9nU

— Sridhar Vembu (@svembu) February 6, 2026



• 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.

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.
I am a Dutch journalist, and I refuse to look away. I feel the pain of the Kurdish people… pic.twitter.com/u5PYTJdbqD

— Botin Kurdistani (@kurdistannews24) January 29, 2026




• 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.

Thank you @POTUS for ONCE AGAIN delivering for our American farmers.

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

In 2024, America’s agricultural trade deficit with India was $1.3… https://t.co/Z04eNDfXjD

— Secretary Brooke Rollins (@SecRollins) February 2, 2026

Quick notes: Hiring Indians | Baloch and Israel...

• 'Put America First': Trump's big warning to tech firms against hiring Indians.. Doesn't want Google, Microsoft to hire Indians.
  
  
• US driving India into China's lap? Trump's renewed interest in Pakistan has India recalibrating China ties.
  
  
• China proving to be tough: Trump’s U-turn on Nvidia spurs talk of grand bargain with China. . India takes note.
  
  
• Trump eases China chip restrictions: Trump caving on Nvidia H20 export curbs may disrupt his bigger trade war. . . Dissenters warn H20 reversal is a dangerous mis-step.
  
  
• Reality check for India: Far from being supportive, the US under Trump has ended up re-hyphenating Pakistan with India. The two superpowers, the US and China, seem to have an unstated common interest in keeping India down a notch.



• Indians' propensity to be duped: How Jane Street Made $4.3 Billion in India—Then Got Banned!




• Aljazeera: "Israel is trying to hijack the Baloch struggle"



• Balochistan Studies Project: Pakistan fears MEMRI's support for a free Balochistan



• Balochistan Studies Project: Chinese Communist Party fears MEMRI's support for a free Balochistan



• Arjun Nimmala: First-gen Indian-American MLB first-round pick



• MP Tejasvi Surya Speaks: Bengaluru’s Tunnel Road: A Roadblock, Not a Relief.

Quick notes: Baloch fix | Amazon 'legal expenses'...

• Could the US Support Balochistan Independence? As Pakistan not only turns away from the US but, through its Taliban proxies and China, tries to humiliate Washington, a new generation of American strategists, policymakers, and intelligence professionals may reconsider the redlines that have governed bilateral ties since the Truman administration.. A future American administration may try a “Kuwait” solution with Balochistan.



• Amazon lawyers accused of bribery: Amazon spent Rs 8,546 cr in legal expenses to 'remain' in India.. Fees funneled into bribing govt officials.




• Blow to pharma MNCs: India won't buy Pfizer, Moderna vaccines amid local output.



• China's military has an Achilles' heel: Low troop morale and inexperience



• China accounts for 40% of 6G patent filings: In a survey covering 20,000 patent applications for nine core 6G technologies, China topped the list with 40.3% of filings, followed by the U.S. with 35.2%.



• Throw away Chinese phones: Lithuania finds built-in censorship tools and security flaws.



• Cultural burning: When Western settlers forcibly removed Native American tribes from their land and banned their religious ceremonies, cultural burning largely disappeared. "There was actually a bounty on California Indian people. The governor had announced a war of extermination". Now, Goode and other tribal leaders have been reaching out to ecologists, researchers and fire agencies about the importance of Indigenous knowledge.. To manage wildfire, California looks to what tribes have known all along.



• Keezhadi: Retracing ancient Indian heritage via Tamil Nadu. The findings are seen as archaeological corroboration of events or places mentioned in Sangam literature; in fact, carbon dating of the six artefacts from the site is seen as evidence that the Sangam Era began three centuries earlier than thought, making Keeladi contemporaneous with the Gangetic Plains civilisation in north India.



• Newly minted socialist:




• Mohd Aman: Rajasthani maand kesariya balam

Quick notes: Kurds advance, 5th gen fighter...

• Nightmare for Turks: Kurds plan to expand territory across Syria to the Mediterranean sea, to create a trade route and bolster Kurdish enclaves in the north.



• Battle for Raqqa: Trump OKs arms for Syrian Kurds, despite Turkish objections... Kurds advancing, capture Tabqa Dam and a nearby town from Islamic State.



• Indo-Russian FGFA fighter: India and Russia are likely to soon ink a pact to finalize the detailed design for the fifth-generation fighter aircraft. 



• Baluchi independence is needed, break Iran if needed:

India cannot depend on placating Iran & praying for stability in Pakistan. Baluchi independence is needed: https://t.co/TwXoSX6PSF

— Rajiv Malhotra (@RajivMessage) May 6, 2017




• Welcome home: Ahead of triple talaq hearing, Muslim women chant Hanuman Chalisa for help 



• Nightmare on IT Street: About one lakh people to lose their jobs by next year.



• Microbiota and cancer risk: How our gut bacteria affect cancer risk and response to treatment 



• NAND Flash: The Triumph of Quantum Mechanics at the Heart of Solid State Data Storage

Quick Notes: Qatar crimes, Free Gedrosia...

• Impotent External Affairs Minister supporting RoP labour camps: Human Rights Watch says "If this trend continues some 4,000 workers will die before the first World Cup football kick-off in Qatar". But Indian and Qatari authorities say the mortality rate of workers is normal. Why is India the only nation supporting these crimes against humanity?



• Gedrosia, matter of when, not if: ‘If there is a referendum in Balochistan, people will vote for independence’



• Setting a trend: Karbonn to launch Android-cum-Windows smartphones



• Yoga regulates stress hormones and improves quality of life for women..

US Congress Resolution for Baluchi Independence

US Congressmen led by Rep. Dana Rohrbacher have introduced a House Resolution supporting independence for Baluchistan. Needless to say, Pak is going apesh*t over this.

US, Pak on Collision Course Over Balochistan Raids

The"frenemy" relationship between the US and Pakistan has them on a collision course, as the US mounts cross-border raids into Balochistan.

Balochistan: Pak's Hidden Problem

TIME reports on Balochistan, the problem that Pakistan least wants to discuss.

No Easy Choices for India

There are no easy choices ahead for India, writes Somini Sepoy in NYT. Nevertheless Arun Shourie offers some:

“You can’t fire the same bullet twice,” said Arun Shourie, a member of Parliament from the opposition Bharatiya Janata Party, or B.J.P., which was in power at the time. In a speech in Parliament last week, Mr. Shourie said neither a punitive airstrike nor a conventional troop mobilization was viable now.

The only safeguard against a future attack, he offered, would be to “do a Kashmir on Pakistan” — to provide aid to insurgents against the Pakistani state inside its restive provinces, including Baluchistan in the west.

Anyway, as I've said, destabilization of Sindh should be used to turn it into a conduit for destabilization of Balochistan, with which we have no direct border. This would be just like how Pak used Khalistan to eventually set J&K on fire. If Pak strikes back in India, it will only hurt its ally Congress in the polls - our enemy within.

Mengal on Balochistan

Noordin Mengal, grandson of the chief of the Mengal tribe, addresses the UN Human Rights Council:



Protests:


Another kind of protest:


and various other videos here.

The Man Who Survived Pakistan's Gestapo

Here's a tale of a Baloch tortured in Pakistan, for the crime of wanting an independent ethnic-language TV station:

The Man Who Survived Pakistan's Gestapo

Will India's human rights lobbies be interested in this?

http://www.rsf.org/article.php3?id_article=29646

Hero of Balochistan Not Forgotten

Nawab Akbar Khan Bugti is lauded by former Balochistan corps commander-turned-governor Abdul Qadir Baloch, who has announced his intention to run in the upcoming elections.

“Bugti is my hero and his vision is my vision,” Lt-General Baloch said in an exclusive interview with Daily Times.

Not many people have the courage of that old man in meeting his fiery end confronting the Pak Army.