Chinmay Pathak

Businesses, stocks, books, sports, people, among other things.. Investor / speculator

[Not Kevin Warsh @Not_KevinWarsh]

Printer is coming

[Chinmay Pathak @1chinmaypathak]

Why isn’t this dominating political conversations?

Wtf is BJP IT cell doing!?

[The Indian Matrix @indianmatrix]

How much of India's infrastructure was built after 2014?

• 100% of Dedicated Freight Corridors
• 98% of Solar Capacity
• 85% of the Expressway Network
• 79% of Tap Water Access
• 75% of Metro Rail
• 71% of Port Capacity
• 69% of Railway Electrification
• 60% of 4-Lane National Highways

Infrastructure is built over decades.
But some decades build more than others.

[Chinmay Pathak @1chinmaypathak]

What a beast!

[Navroop Singh @TheNavroopSingh]

Foreign Funding of NGO &
Activists - Report No. 1 - publicly available link - https://t.co/VnvYsYxTAi

[Chinmay Pathak @1chinmaypathak]

@Iamsamirarora Unrelated: https://t.co/rg917UgTpn

Found one negative? :P

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

🚨 SHOCKING! Alakh Pandey announces to FUND litigation for students BOOKED in violence🤯

🗣️"What happened even if they did? They're our KIDS, Forgive them. They're SMALL."

His coaching runs on this Emotional appeals only. (VC: NewsPinch)

[Chinmay Pathak @1chinmaypathak]

This is what the new game in town looks like

[Chinmay Pathak @1chinmaypathak]

So good to see @hcltech here! Lets go 🇮🇳!

[Sarvam @SarvamAI]

We're thrilled to announce that we have raised $234M in the first close of our $300M Series B at a $1.5B valuation.

@HCLTech and @BessemerVP have joined us in this round, alongside continued support from @khoslaventures and @peakxvpartners

For countries and companies, sovereign control on the AI stack is no longer an optionality. Sarvam will be the partner of choice for this aspiration. The capital allows us to accelerate our momentum towards this full stack of models, compute, and deployments.

A huge thank you to our customers, partners, investors, and the Sarvam team for your trust and belief in what we are building. We’re just getting started.

Read more: https://t.co/VmLtpnj8gx

[Chinmay Pathak @1chinmaypathak]

@harshmadhusudan True. This desperate distribution of responsibilities is ridiculous!

https://t.co/5S8vfG7mYk

[Chinmay Pathak @1chinmaypathak]

https://t.co/aQ9b3zLXbk

[Chinmay Pathak @1chinmaypathak]

https://t.co/aQ9b3zLXbk

[Chinmay Pathak @1chinmaypathak]

1. No one is saying this should be a government "only" initiative
2. By your logic, if private companies did not invest in nuclear capabilities - govt shouldn't have done that either?

Stop this childish Govt vs Pvt narrative. India owning AI infra + models is more imp than who does it.

Push private companies to do it by all the means but saying "Govt shouldn't do it because private companies aren't" is like praying for "no one does it = everyone's loss" while living at the mercy of countries that do it.

AI will bring immense competitive advantages to the country. It is today's first line of offense (think capital) but likely tomorrow's last line of defense (think military).

[Chinmay Pathak @1chinmaypathak]

@TVMohandasPai @narendramodi @NandanNilekani https://t.co/MbBaTg7iTx
Would rather trust you to lead this initiative, sir!
Many of our "elites" are too comfortable living at the mercy of the US and choosing to believe in some fictitious partnership.

[sphinx @protosphinx]

Sir, they have blocked access to the very AI models you said we should share instead of build

[Chinmay Pathak @1chinmaypathak]

Absolutely!
Unless we control the entire infra for tech implemented here, we��re screwed in the long run. We need 100s of Sridhar Vembus and Gautam Adanis on steroids. And govt machinery to unfairly push them up. Only thing fair should be a race to be them.
Today's AI is no different than yesterday's nuclear. Only difference is that we're strong enough to no longer need to keep it hidden.

[Sridhar Vembu @svembu]

Dr Abdul Kalam was a visionary way ahead of his time. He saw the need for sovereign tech back in 1998.

We have to work hard to catch up now. It is doable, we have the talent. The private sector must make R&D a big priority and the government can assist.

One concrete idea is to hold annual evaluations of critical tech capability across 100 critical sectors and publish a leaderboard in each area. Rank companies by capability. Let competitive forces do the rest.

The government can also institute a prestigious "Dr Abdul Kalam Award" exclusively for engineers and scientists. We must do this annually and create visibility on the progress we make in each critical sector.

[Chinmay Pathak @1chinmaypathak]

First trillion is always the hardest!

[Kalshi @Kalshi]

JUST IN: Elon Musk is projected to be worth $1.39 trillion this year

[Deepak Shenoy @deepakshenoy]

India's current account deficit is actually a surplus in the Jan-Mar 2026 quarter, around $7 billion. This is pretty good for a quarter that saw oil spike and the rupee drop to the big 90s.

[Chinmay Pathak @1chinmaypathak]

@itsTarH For us to speculate - What are the odds of Fed raising rates before trillion dollar IPOs for a theme that’s the only rope that US has for now?

[Samir Arora @Iamsamirarora]

In evening it was a Bazooka. 3 hrs later someone made them call it a Band-Aid.
Same Same reporter.
Shame shame.

[Harsh Gupta Madhusudan @harshmadhusudan]

Nirmala Sitharaman has been one of the best finance ministers in Indian history. Nobody has gone through so many crises one-after-one since 1991.

Let us also remember the major decisions and political capital is anyway the PMO's, just like they were during the MMS-PVNR era also.

[Chinmay Pathak @1chinmaypathak]

From turning off the TV when Sachin got out to turning it off when Vaibhav Sooryavanshi gets out - the Indian cricket arc is beautiful!
What a player!

[Chinmay Pathak @1chinmaypathak]

Odd day: lectures on discipline and “civilised attitude”

Even day: let them do whatever they do because they’ve been doing this for long

[Chinmay Pathak @1chinmaypathak]

True! Everyone else has a responsibility to build tech businesses for the country while we, the investors/fund managers, and keyboard warriors, have responsibility to only focus on our core business.