Our thoughts on the importance of AI sovereignty.
1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.
2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.
3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.
4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.
5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.
6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.
7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.
8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.
9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.
🚨 India has achieved a major aviation milestone with its first-ever satellite-based landing system approach on a jet aircraft.
• An IndiGo Airbus A320 successfully completed a GAGAN-based precision landing in Udaipur.
• This marks the first successful use of GAGAN on an Airbus A320, expanding beyond earlier turboprop-only operations.
• Developed by ISRO and AAI, GAGAN improves navigation accuracy.
• The system reduces reliance on ground-based navigation infrastructure.
Like life, first stage in corporate career is same as the last stage.
You go silent in the meetings just like you did when you were a newbie.
As a newbie you were silent because you knew nothing and you were afraid of showing it.
If the last stage, you become silent because you know enough to know that your input won’t change a thing
I caught up with a friend who was an EM in Big Tech and decided take a sabbatical over the last year. He completely unplugged from tech during this period.
I was explaining everything that happened from the December launch of Opus, getting AI pilled, EMs writing code again, OpenClaw, Tokenmaxxing, and now the Token Budgeting and questions around the ROI of AI.
He calmly looked at me and said "maybe I should take another year off and let the dust settle a bit."
Not only these kinds of performances, but even things like playing blindfolded should never be considered the highest measure of musicianship.
I truly wish the current generation and the next generation focus more on the depth, emotion and beauty of music, rather than only on such performance-based challenges.
These things can be fun and interesting on a few special stages like this, but beyond that, I personally feel the real journey should always be towards music itself. ❤️😄🙏🏽
This has been in my head for a while. This is the version that has to be replaced by a more holistic one to get moderates to support the Hindu consolidation.
Hindutva is Marathi History, Gujarati Capital and Bhaiyya Labour. If you are not from these ethnicities you will be treated as a second class citizen by them, your patriotism forever doubted. Punjabis are overrepresented in the armed forces, yet patriotism questioned. Khalistan was ended by KPS Gill a Jatt Sikh himself, yet patriotism questioned. Bengalis, Malayalis, anywhere they don't win is considered gaddaar territory.
Before the world knew the power of Big Pharma, a journalist in a tiny lab in Bombay created a substance so potent it triggered a trade war with London. It was a yellow grease that did not just soothe headaches but funded a movement, bypassed British blockades, & became 1 of the few Indian products to make the Empire's own medicine look like scented water.
Unlike other brands started by chemists, Amrutanjan was founded by Kasinadhuni/Kasinathuni Nageswara Rao, a man who was primarily a journalist & a freedom fighter. In the late 1800s, the pain balm market in India was a British monopoly. If your head throbbed, you bought imported ointments. Rao saw this as a tax on pain. He retreated into a lab & perfected a formula that was significantly more potent than anything coming out of London.
The British tried to push their own balms like Vicks/early menthol rubs as sophisticated & odorless. They attempted to smear Amrutanjan as primitive because of its overpowering scent. Rao leaned into the scent. He realized that in a country where literacy was low, a brand could not just be a name, it had to be an experience.
He distributed free samples at music concerts (Sabhas) & religious festivals. By the time the British tried to patent the market for pain relief, the entire Indian public had already associated the smell of camphor & menthol with trust. The British balms felt alien & weak compared to the sensory explosion of the yellow tin.
The smell of Amrutanjan... that piercing, camphor-heavy aroma became the literal scent of the freedom struggle. If you walked into a room & it smelled of Amrutanjan, it was a silent signal: A patriot is present. It was a scent the British police could not arrest, yet it was everywhere.
The British had a Patent Medicine Tax that made imported drugs expensive. However, by classifying Amrutanjan as an Ayurvedic Proprietary Medicine, Rao managed to navigate a complex legal gray area. He essentially used the British legal system against itself. By proving his ingredients were ancient yet his manufacturing was modern, he avoided the crippling taxes that applied to purely Western drugs, while maintaining a price point (initially 10 annas) that made British imports look like daylight robbery Rao fought back not just in the market, but in the press. He used the profits from the balm to fund Andhra Patrika, 1 of the most influential anti-British newspapers.
The British were literally paying for their own downfall. Every time a British officer’s wife bought a jar of Amrutanjan for a migraine (because it worked better than the London balms), she was inadvertently funding the printing of revolutionary literature that called for the end of the Raj.
By the 1930s, this Indian yellow grease was being exported to Indian diaspora & locals in South Africa & Ceylon. It became a global symbol of Eastern Wisdom defeating Western Chemistry. It was 1 of those few occasions, an Indian OTC (Over the Counter) product achieved cult status internationally w/o a single pound of British investment.
In fact, the yellow tin became so iconic that it did not need a label in the villages. The color & the smell were the brand. It was a biological Swadeshi. While others were fighting with words, Rao was fighting with molecular relief.
It's funny how AI has made white collar work 10x faster already but there's been basically no economic impact from it.
The reason is quite simple:
1. Most white collar work is bullshit, so speeding it up by 10x still equals a pile of bullshit at the end
2. Most white collar employees are using AI to do all their work for the week in 4 hours instead of 40, whilst telling their manager the deadline is still 40 hours away
We have been living in a fake economy for the better part of two decades. It is all a fugazi.
People who do real jobs in the real world get paid comparatively crap, and people who do fake jobs in the fiat Ponzi world get paid just enough fiat currency to pretend they are important. None of it amounts to anything productive nor valuable for the world though.
An entire generation doing fake email jobs, slide decks and excel sheets for corporations who ultimately produce nothing.
To stop ants coming in to your house leave a saucer of milk outside. The adult ants drink it & it has an effect on ant reproduction. The young are born without toes so they can't climb in to your
cavity walls.
This effect is called lack toes in toddler ants.
(Anthropic employee): Oh, you think you can buy this SF house, huh? 12 million.
(OpenAI employee): Amateur…I offer 15 million.
(Anthropic employee): 20 million!
(OpenAI employee): Hardball, eh? 40 million!
(Boomer couple): Our hard work and perseverance are paying off!
Before modern multinational banks reached Southeast Asia, merchants from 75 villages in Tamil Nadu had already built a transnational financial system.
They financed rice in Burma, rubber in Malaya, retail in Singapore, plantations in Ceylon — connected not by contracts but by kinship and reputation.
This is the story of the Chettiars.🧵
🇦🇷🗣️ Marcelo Bielsa back in 2024: "I am sure that football is in a process of decline. It is becoming less and less attractive because what made it the best game in the world is not there anymore."
"If you let a lot of people watch football, but you don't protect the pleasure of what they watch, that favours business, because the business is that a lot of people watch football."
"For me, the introduction of technology (like VAR) does a lot of harm to football. This sport has a particularity: when it becomes completely predictable, it loses its appeal."
"As time passes, as fewer and fewer footballers are worth watching and as the game produced is less and less enjoyable, this artificial increase in the number of spectators will be interrupted."
Do you agree with Marcelo? 😳
It doesn't matter what happens for the rest of this decade at Man United, but when I look back in 2055 and someone asks me to pick one player who defined the 2020s for Man United, it would definitely be @B_Fernandes8 What an enigma!