Kiru

Photographer, Traveller, Cook, Equity investor - Wide moat, Med tech, Market makers and leaders. English and German.

[Kiru @KiruGovind]

@charliebilello We will see how this pans out in 3 years

[Kiru @KiruGovind]

@LuckyInvest_ARK @Nithin0dha Believe me, just like me many NRI want to invest in India. after consistently investing over a decade, I am considering further investment in India purely from FX impact on return on investment. Affects my global Purchasing power long term

[Kiru @KiruGovind]

@AimInvestments One of the very few companies who have a clear vision and focussed execution. Holding since 7 years

[Kiru @KiruGovind]

@WisemanCap Waiting to buy puts, like I did with Figma at 110.

[Kiru @KiruGovind]

@kirubaakaran Sorry, there is no Maruti here. Merc is Swatch. AP would be Porsche.

[Kiru @KiruGovind]

@rko2milk Do you think there is any meaningful High protein capacities coming online in 2026 and 2027?

[Kiru @KiruGovind]

@Schuldensuehner Absolute laziness from government. One time tax break for low income families would have fixed it

[Sann @san_x_m]

His name was V Rajaraman.

Born in 1933 in Erode, Tamil Nadu. Most Indians have never heard his name. Every Indian IT professional owes their career to him.

He studied physics at St Stephens College Delhi, then engineering at IISc Bangalore. Won a government scholarship to MIT. Got his PhD in 1961.

The world wanted him. He came back.

In 1963, a massive IBM 1620 computer arrived at IIT Kanpur. It was so large they had to break down a wall to bring it inside. It came on a bullock cart.

Rajaraman stood next to it and asked one question nobody else was asking.

What if India taught this as a subject.

In 1965, he launched India’s first Computer Science academic programme at IIT Kanpur. His first batch had 20 students. One of them was Narayana Murthy, who went on to build Infosys.

He designed the MCA programme that opened IT careers to an entire generation of Indian graduates. He chaired the committee that created C DAC to build India’s first indigenous supercomputers.

He authored 23 textbooks. Guided 30 PhD students. Won the Padma Bhushan in 1998.

He passed away on November 8, 2025. Aged 92.

India’s IT industry is worth 250 billion dollars today. He built the classroom it started in.

Follow for real stories India never makes headlines about.

[Kiru @KiruGovind]

@tushar9590 Cocoa butter is currently at 3 years low, and will be there for at least near term.

[Kiru @KiruGovind]

@MichaelAArouet True to most places to within Germany, one has to account for no of person living per apartment. Has an impact, most cities will still have significant population growth and net losers will be country side

[Kiru @KiruGovind]

@zweiter_pfosten @TweetsOfSumit agree to one or such instances, you are only talking about VW. I am talking about a systemic issue across Germany Bosch, Siemens, ZF, Continental and the list goes on for other industrial unions in Chemie and Verdi etc.

[Kiru @KiruGovind]

@zweiter_pfosten @TweetsOfSumit Not really, ideally they want to have their fair share of the value created by the company, however of their interests and long term competitiveness of the company doesn't align, companies will eventually have to let go off employees which is what is happening now.

[Aakash Gupta @aakashgupta]

Germany spent €3 billion building the most modern coal plant in Europe. It ran for six years. Then they packed 1,200 kilograms of explosives into the boiler houses and tried to blow it up.

Tried. One of the two boiler houses refused to collapse. The demolition itself failed, which is almost too perfect as a metaphor for German energy policy.

The Moorburg plant in Hamburg generated 1,654 MW. Enough to power the entire city. It was the most efficient coal plant in the country, operating closer to a gas plant than a traditional coal unit. Vattenfall shut it down in 2021 because Germany's coal exit law made it uneconomical to keep running.

Now run the replacement math. On that same site, they're building a 100 MW green hydrogen electrolysis plant. Cost: €300 million, more than half funded by the federal government. They tore down 1,654 MW and are replacing it with 100 MW. That's a 94% capacity reduction on the same plot of land.

The energy import numbers tell the rest of the story. Germany's household electricity prices are roughly double France's. Industrial electricity hit 14 cents per kWh, so far above international competitors that the government just launched a €4.5 billion subsidy program to artificially push it down to 5 cents. They are now spending billions to fix the price problem they created by destroying billions in functional generation capacity.

Germany now imports nuclear electricity from France and coal electricity from Poland. The emissions didn't disappear. They moved across the border.

China is commissioning roughly two new coal plants per week. Germany is detonating its newest one and calling it progress.

[Kiru @KiruGovind]

@Sandeepnirvan Nice analysis. Any bull thesis margin of safety should be accounted for. Which is not the case when GMM was recommended

[Mehdi (e/λ) @BetterCallMedhi]

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock

my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive

when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost

what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise

I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily

the west thinks about manufacturing as a cost center you optimize by centralizing…

China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally

so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine

the gap is ARCHITECTURAL

it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks

it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study…

and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now

BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee

I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one

Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure
Merz at least had the courage to name

it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster

[Kiru @KiruGovind]

@mukund Moderate SBC and become gaap profitable

[Kiru @KiruGovind]

@saxena_puru The stock dropped because the stock comp is still mental there

[Kiru @KiruGovind]

@fiscal_ai Stock trading above 50 times earning

[Kiru @KiruGovind]

@WisemanCap Only if they can control and explain SBC