Dakshath Devaiah

Posting my predictions on twitter, so I can tell my friends 'I told you so' when they come true xD

[Dakshath Devaiah @DakshathDevaiah]

With $127bn FCNR(B) inflow, some expect easy retail lending. Unlikely.. that would spike NPAs in this uncertain market. More likely: flows to manufacturing and innovative mid & large-cap companies.

[Dakshath Devaiah @DakshathDevaiah]

Humans chose dog breeds based on convince and their ability to adapt with humans and their ever evolving lifestyle. Now use the same logic with AI.

[Dakshath Devaiah @DakshathDevaiah]

When AI eventually automates most work, the biggest economic problem may be deflation.Productivity will explode, production costs will fall, but people may lose wage income.
Governments may eventually have to redistribute purchasing power just to keep demand alive.

[Dakshath Devaiah @DakshathDevaiah]

@LeeNysted @PeterSchiff I'm paying taxes on my capital gains

[Dakshath Devaiah @DakshathDevaiah]

@PeterSchiff Very logical move by trump. If increased tarrifs, didn't increase the price of good X that means the country's economy has found ways to produce it without import requirements.

[Dakshath Devaiah @DakshathDevaiah]

Ai can take time. The computer capabilities including required infrastructure, power and chips is still difficient and let's not forget the required resources to mass produce them.

[Dakshath Devaiah @DakshathDevaiah]

The thought of AI keeps me awake at night sometimes. The transition of humans to humonoids needs to be gradual enough for both intelligence to transfuse. Otherwise we are out just for disaster.

[Dakshath Devaiah @DakshathDevaiah]

My idea of investing has completely changed. It used to be about making money. Now it’s about backing a business that will do good and parking my money behind that idea. I’m not just helping myself, I’m helping the entire business ecosystem by investing.

[Dakshath Devaiah @DakshathDevaiah]

India's true independence will come when it transitions from running a trade deficit to achieving a trade surplus. 🇮🇳

[Dakshath Devaiah @DakshathDevaiah]

All that humans have to do is, find a problem and give solution to make it better. You don't have to solve it. Just make it better xD

[Dakshath Devaiah @DakshathDevaiah]

Starting a service business from scratch right now is a bad idea. Major companies’ earnings show falling margins. WPI is at 9.9% and CPI at 4.4%. Costs aren’t being passed to consumers because demand is weak and spending is down. It’s a downward economic spiral. Efficiency= Ans!!

[Dakshath Devaiah @DakshathDevaiah]

Next 12 months: Gold up 50%+. Commodities and precious metals surge too. Inflation will spike because AI’s promised productivity gains won’t happen short-term.

[Dakshath Devaiah @DakshathDevaiah]

I haven't been following the protests but it feel like a sign of economic uncertainty in the country. Jobs are scarce, inflation is high, there's a lot of uncertainty about the future, and people feel a total loss of power. Young people especially are feeling that uncertainty.

[Dakshath Devaiah @DakshathDevaiah]

The ruling party is supposed to be right-wing, but it's following the same protocols as a communist party. Party beneficiaries are benefiting from government contracts, and the children of leaders are taking roles they might not fully deserve.

[Dakshath Devaiah @DakshathDevaiah]

I've said it before and I'll say it again. Protests are not the answer. Finding the optimum solution with technological advancements is the answer. If those aren’t implemented, then you can protest.

[Dakshath Devaiah @DakshathDevaiah]

The access to technology, capital, and skilled talent gives established businesses a major advantage. This leaves very little room for new companies to compete. I would put my money on these factors above anything else.

[Dakshath Devaiah @DakshathDevaiah]

My goal is to cook most of my meals at home rather than eating out. I want to know what ingredients go into my body. It doesn’t have to be perfect, just predictable and intentional.

[Dakshath Devaiah @DakshathDevaiah]

Marriages are disrupted. People fear commitment, end it, or avoid kids. Basic needs are abundant, but wants and AI-driven uncertainty keep rising. Weird times. Doing the opposite of the world, might be the only solution.

[Dakshath Devaiah @DakshathDevaiah]

Say whatever you want about Trump as a leader. I will always choose him over others because he doesn't shy away from questions. He might not give the right answers, but he never shies away.

[Dakshath Devaiah @DakshathDevaiah]

Funerals are conducted not for the dead, but for the living.