Sourabh Deshpande

[HPE @HPE]

HPE offers predictable licensing and seamless migration. Save fast and keep critical systems stable.

[Gautam Baid @Gautam__Baid]

The end of the petrodollar is near. Why would OPEC counties tie themselves to the dollar settlement system if the hegemon is no longer capable of providing them security or effectively policing shipping lines?

[The Wall Street Journal @WSJ]

Burger King said that work to revamp its signature Whopper burger helped deliver an 8.5% increase in domestic U.S. same-store sales for the three months ended June 30.

🍔 https://t.co/Lxsn6QJ1JR

[Tar ⚡ @itsTarH]

Entire QSR space has reported great set of results this quarter with double digit SSSG in nearly all of them

Mistakes made post pandemic were rectified with balance sheets repaired in 2025

Signs of discretionary consumption increasing

Good space to track from here on

[Sridhar Vembu @svembu]

The real issue facing our nation is how to create jobs for our massive cohort of youth in this very uncertain global landscape.

Sadly, the IT industry, including Zoho, have not created many jobs in recent years. We have not laid off people but we are not creating new jobs either.

The money that would have gone to new employees is now going to AI and data center costs, the latter due to the steep rise in server and memory prices. We are trying to control those costs but a lot of that is out of our control.

While AI allows us to produce more software quicker, does the over-saturated global software market need a lot more software? Like any commodity industry, the focus shifts to quality, reliability, brand and so on and growth will be much slower.

Software customers (large and mid-sized enterprises) also have redireced their own IT spending towards AI. Even the AI companies which are growing very rapidly are borrowing and spending huge amounts of money in capex, and it is not clear they will achieve the massive profits they need to justify all the capex.

What other industry can pick up the slack? Extensive automation means that large scale manufacturing produces few jobs.

As an economic thinker, this is a good thing: ultimately all kinds of goods, including advanced tech products become very affordable because production becomes so cheap. The "only" question is how the economy is structured so people have the income to afford those affordable goods.

That "only" question, simple in theory, is not easy in practice. Some people think the answer is Universal Basic Income (UBI) and some of that is already happening in India (we call them freebies). We can expect the political pressure to do a lot more.

Is there a better answer? Continued ...

[Trung Phan @TrungTPhan]

Charlie Munger’s three Ls is undefeated

[Fabrizio Romano @FabrizioRomano]

Sad news from Italy as Franco Baresi has passed away this morning at 66 years old.

An absolute legend of the game with AC Milan and Italy, marking an era for different generations.

Thoughts and prayers with the family and the friends.

Rest in peace, Franco. ❤️🕊️

[Sandeep Mall @SandeepMall]

Best life- living in India in an independent home owning a company based out of cayman island running factories in China selling products to customers in Europe and USA.

[Tar ⚡ @itsTarH]

4 hours until US open
3 hours 30 mins until a made up ceasefire announcement

[ishmohit @ishmohit1]

100% true

Used to travel for 2 hours a day earlier. Really impacted the energy levels and quality of life.

Small things in life that have a big impact eventually

[Lt Gen DP Pandey @LtGenDPPandey]

Gives me quite a satisfaction. Fat Generals and Admirals. Twice a year mandatory PT tests.
Do you think it should be applicable for all services?

[Resight @ResightVentures]

Thirty billion dollars of supply chain holds $1.5 trillion of demand hostage. Silicon Valley can scale code to a billion users overnight; nobody scales neodymium extraction overnight. You can't disrupt your way out of a periodic table. EVs, smartphones, wind turbines, PCs — all downstream of seventeen elements most people couldn't name.

And the leverage compounds at every stage:

→ Extraction (~$2.3bn) — China has meaningful share
→ Processing (~$10bn) — China dominates
→ Magnets (~$20bn) — this is checkmate

Because even if you mine your own rare earths, if you can't make magnets, you ship the ore to China and buy back magnets at 8-10x markup. Owning the raw material without owning the conversion step is like owning an oil field with no refinery access.

Elements aren't ingredients... there's no substitute, no workaround, no clever architecture that routes around physics. China didn't just mine the inputs; they bought the entire vertical while everyone else mistook cleanliness for cleverness. Every "dirty" processing plant relocated to China in the 90s got booked as an environmental win. Forty years later, that bookkeeping entry came back as a national security bill... with interest.

In a world obsessed with exponential growth and software’s infinite leverage, physical constraints remain sovereign. The atoms always win.

[Intrinsic Compounding @soicfinance]

IVF is one of the fastest growing sub-categories under IPM

Source - Gaudium IVF Q4FY26 concall

[Jukan @jukan05]

Jensen Huang: “Demand is enormous. From wafers to silicon photonics and cable connectors, everything across the entire industry supply chain is in short supply.”

[unusual_whales @unusual_whales]

Bill Ackman sees investors repeating a mistake of 2000: Flocking to the ‘new new’ and ignoring quality names, per MW

[Sourabh Deshpande @Kevinair711]

@investor_vineet Are you reconsidering to enter the same, considering how RBA is planning to exit Popeyes (initial discussions) and the BK indonesia is turning around.

[(fan) Trey @UTDTrey]

Arne slot getting sacked & Arsenal winning the Champions League on the same day

[(fan) Trey @UTDTrey]

I saw Bruno Fernandes cry after losing two Europa League finals

While the worst footballer & professional on the planet, Jadon Sancho, is a Europa League winner today

Life isn’t fair dawg