Nilay Patel

[Bill Gurley @bgurley]

This is what’s causing Anthropic to aggressively beg for govt protection (see below). Customers are finding cheaper alternatives. Keeping employees requires continuing ultra-rich secondaries ($$$) that are dependent on revenue growth. When you can’t win on the field go to DC.

[Nithin Kamath @Nithin0dha]

Sure, things can be better, but it's crazy how transparent and safe the Indian markets are compared to the US, all thanks to SEBI and the exchanges. It's not just Fidelity; even other big brokers seem to have 'flipping' restrictions in place.

[Hemant Mohapatra @MohapatraHemant]

To train a GPT class 1T model from scratch - including failed runs, data acq+clean+rlhf, post-training, team/people will likely req $250M of compute on an aggressive 3-4mo schedule (i.e. more reserved GPUs), $500-600M all-in IF you do a dense one. MoE + fp8 will cut costs by 1/10th depending on how many active params you have. If you want SOTA however, the budgets go significantly higher on test-time compute, post-training RL, and data/synthetic generations..and v. high on talent. Maybe $2-4B all-in. After that comes serving the model. The talent is key to get to SOTA/beat it - and then you have to ensure this is useful enough to have inference vol over time - for which the capital will come if there is usage / TAM. So this is not as much about raising $50-60B, or raising it all at once as the OP says - we are investors in mistral, sarvam, reflection and anthropic - and they all scaled capital over time as models got adoption, but the early bottleneck is more on talent + GPUs at that scale where you can do interesting things.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[MyGovIndia @mygovindia]

PM @narendramodi: A story that tells you your beginnings don’t define your limits, your journey does

#PMModi #InspiringLeadership #StoryOfChange

[sphinx @protosphinx]

so you’re saying you were making 2-3bn in profits every year for ~10 yrs

>yes dave

and after a decade of profits… you still couldn’t fund serious research with billions on the balance sheet

>that’s correct dave

[Nithin Kamath @Nithin0dha]

In a landmark judgment on May 22, 2026, the Delhi High Court held Google liable for trademark infringement.

The case was between Hindware and Google. The court held that, by allowing competitors of Hindware to purchase the keyword “Hindware” (a trademarked name) through Google Ads, Google enabled trademark infringement. The court said that “Hindware” is not a generic English word but a specific brand trademark. By allowing competitors to place ads on that keyword, Google is enabling competitors to divert traffic that should have legitimately gone to Hindware.

This has been a big challenge for companies, both big and small. Even today, if you search for Zerodha, you will see search results from competitors. This has been happening for well over a decade.

Although it is hard to quantify, we have lost a lot of business to this. Think about what happens. Whenever someone searches for "Zerodha", the traffic should rightfully come to Zerodha. But what often happens is that the first couple of results on Google Search are ads, leading the customer to a competitor's website. In the process, we lose business that should have come to us.

This is made worse by the fact that we do not advertise.

There is also an even more ironic thing here. A lot of brands, just to capture the traffic that should have come to them organically, end up bidding on their own keywords. Think about it. If you own a business and have a trademarked name for your business, you still have to pay Google just to hopefully make your name too expensive for your competition to run ads on it.

But now, thanks to the Delhi High Court judgment, we have the option of taking legal action whenever we come across instances of other companies squatting on our keyword.

The other brilliant part about this judgment is that it levels the playing field. And this matters even more for startups, who are already starved for resources and have the odds stacked against them. The last thing they need is for competitors to bid on their brand keywords and steal their traffic.

This judgment now opens up a route for legal recourse whenever such deceptive practices occur.

While keyword squatting is most visible in Google web results, it is an even bigger problem when it comes to app stores. Whenever someone searches for your brand, the first couple of results, both above and below your app listing, often tend to be those of your competitors. And in the case of app stores, I think the ads are even more problematic. When a user clicks on an app-store ad, they often end up installing an app. That is a much higher-commitment action than clicking on a competitor’s web search result and then just closing the page. Because the user has installed an application, the conversions, at least anecdotally, tend to be much higher.

Again, brands that do not advertise are at the receiving end of this. So I welcome this ruling and hope this changes the unfair norms we've been living by for so long.

[Dhruv Madia @DhruvMadia6]

In my very first video of my financial markets journey

I have tried to decode the backbone behind our day-to-day e-commerce and quick-commerce deliveries in the video below.

In this video, I look at three listed logistics companies in India: Shadowfax Technologies, Delhivery and Blue Dart.

Most of us have heard of Delhivery and Blue Dart, or have at least seen their names on parcels and delivery vehicles. But Shadowfax is also one of the fastest-growing companies in this space and remains relatively less visible compared to the other two.

I discuss all three companies in the video — how their business models are set up, what makes each of them different, how they performed in Q4 FY26, and the key takeaways from their latest investor concalls.

[JayGen 𝕏 er🇨🇦 @JayGenXer]

W5 just exposed how drug smugglers are treating Canadian airports like an open buffet.

A reporter casually strolled straight into the restricted baggage carousel at Pearson Airport — no badge, no swipe, no security check. Just walked right in off the street.

Employees were caught bypassing scanners. Random people strolled through exit doors. No electronic record. No real barriers.

This is exactly how organized crime swaps drug-filled suitcases onto innocent passengers’ luggage… then those Canadians get arrested and detained abroad for crimes they knew nothing about.

Dozens of victims already.

Pearson’s official response? “Domestic baggage claim areas are publicly accessible” and stopping drug smuggling “isn’t our mandate.”

This isn’t security.
It’s a complete joke.

After 11 years of Liberal border chaos, this is what “Canada is back” looks like.

Comment your thoughts and share this post.

[Susan Zhang @suchenzang]

there is no better time in tech than now to be a jack of all trades, master of a few.

just make sure to keep adding to the few year over year, such that the cumulative breadth of expertise you collect becomes an increasingly rare combo. remember, if you're top 10% in 3 different areas, that already makes you top 0.1%. keep switching it up until you get to "your best", and then switch it up again (great for a particular flavor of people who don't enjoy resting on laurels, maybe not so great for others).

question all institutional value and pedigrees, all traditional career paths or corporate ladders: the college industrial complex is getting shaken up, alongside a disappearing managerial class, so if you're pursuing either make sure you are fully internally aligned with why. social/political capital in a particular institution can feel incredible, but if you're spending all your energy on complex political people games, you're not a technologist anymore, you're an unelected politician. if you're ok with that, then all's well.

critical thinking is more important than ever: take nothing at face-value, question everything and everyone. the equivalent of ai slop can be found in humans operating under misaligned incentives and interests. the sooner you're clued into disambiguating the talkers/larpers from the doers, the better off you'll be figuring out where and who to invest your time in.

the anxiety of job displacement is very real, since a surprising amount of white collar work/prestige is built on a performative house of cards, significantly lacking in correlation with technical breadth, depth, and skill. as long as you keep learning, keep building, keep producing receipts, you will be fine.

if all that sounds ok to you, welcome to the world of technology! it's truly one of the few places you can experience child-like wonder every few years, and be constantly humbled & excited by new adventures, as scary as they may seem at first.

don't give up, drink your water, get your sunlight, and take breaks as needed. tech careers are notoriously nonlinear, so you might as well embrace it and enjoy the ride!

[Lakshmisha K S @lakshmishaks]

Why Gujarat is winning semiconductors: not bigger subsidies, but lower uncertainty. Same public policy for Tata, Micron & CG Semi. Subsidies reportedly cleared in 1 month, no “closed-door” deals, 15-day issue reviews, stable power/water. Fabs run on predictability.

https://t.co/GIVzaamkam

[The All-In Podcast @theallinpod]

🚨 ALL-IN INTERVIEW! Friedberg sits down with Charles & Chase Koch: How they built a $150B private empire

(0:00) David Friedberg welcomes Charles & Chase Koch

(1:04) Koch Industries Overview: Scale, Business Lines & History

(2:21) Building the Business: Early Days & Charles Koch Joins (1961)

(11:31) Failures, Creative Destruction & Learning from Mistakes

(19:22) Culture & Principle-Based Management

(33:53) Georgia-Pacific Acquisition & Culture Transformation

(56:17) Stand Together: Education Reform & Social Change

(1:12:37) AI, Economic Challenges & the Future of Capitalism

--------------------------------------

Thanks to our partner https://t.co/HFpRpqlQLi for making this possible

Most advertisers have never heard of the platform with an $11B annual run rate in ad spend.

https://t.co/HFpRpqlQLi by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it.

Advertiser access is in closed beta. The window is open at https://t.co/GDPKNzfNXy

@AxonAdsManager

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[Sandeep Reddy Vanga @imvangasandeep]

Writers & actors built careers on propaganda, and the industry stayed quiet like cats. Now the same clan mock Dhurandhar. You don’t get to call yourself liberal if your first instinct is to Mock.
Don’t know when truth started getting labeled as propaganda...... strange times.
COMING TO THE POINT.....
I want to tell @AdityaDharFilms & @RanveerOfficial yeh kaala drishti aise nahi jaayega... Muthi bhar ke laal mirch se kaam nahi chalega.... poora khet jalana padega 🔥
Watched #Dhurandhar2‌TheRevenge last night.... Outstanding film 🙏

[Muthukrishnan Dhandapani @dmuthuk]

Many are asking why I'm not giving credit to Pakistan. Use this opportunity to learn what the term 'Benami' is. It is a commonly used term in India, interestingly of Persian Origin.

China convinced Iran. J D Vance convinced America. America needed a country name to save it's face. Who else would readily do it other than Pakistan? Pakistan is merely America's Benami.

Jaishankar rightly said last week, Pakistan is a dalal nation. Nothing more needs to be said.

America and Iran formally thanking Pakistan was part of the script made ready last evening.

Pakistan gives place and serves food for the negotiators. Nothing more.

[Aravind @aravind]

India has now attained criticality in a commercial, 500MW power producing, fast breeder nuclear reactor.

(We had experimental one before, but this is a big commercial one that can produce power.)

Criticality means reactor is running by itself without needing to keep re-igniting it. Breeder means it makes more fissile fuel than it uses.

Nobody wanted to give India such tech. Because these reactors can create nuclear fissile material. So India created the tech itself in spite of sanctions.

Only Russia has this tech (true commerical fast breeder reactor) running. US, UK, France say they have given up on this. China has one prototype based on Russian tech but it is not yet commercial.

India has refused to put its Fast Breeder Reactor program under international scrutiny. It is a big, big, no HUGE thing for India's energy independence.

But, as usual, most Indians won't know how big as we don't play up our achievements. I was recently amused seeing some posts by Gen-Z advising Indian govt to go for Thorium cycle etc in some condescending tone.

Because India has been on it quietly for sometime. And this reactor going critical now and commercial soon means it can sustain itself for infinity. This cuts India's imports of Uranium. And paves the way for Thorium based reactors as well. (Stage 3 of India's nuclear program, we just passed Stage 2 with PM's post).

Also, what PM didn't say is, this reactor can help generate some 100+kg of weapons grade Plutonium -with which India can make many warheads and expand nuclear stockpile if it wishes so.

But India will never do that, you know, as India is a very peaceful nation promoting world wide nuclear disarmament ;)

[Praveen Maurya @praveen_isro]

I request @DRDO_India to never share any info with VSSC/@isro. I witnessed the details of the AD-1 model of the Hypersonic Brahmos Missile that came for testing from DRDL at HWTD/VSSC being communicated to the spy network by my Group Director, at VSSC. @HMOIndia @NIA_India

[DGP Punjab Police @DGPPunjabPolice]

Chandigarh Grenade Attack Case Solved

In a major breakthrough, the Counter Intelligence wing of Punjab Police, in a joint operation with Chandigarh Police, solves the Chandigarh grenade attack case.

Five persons involved in the incident have been arrested and the  two perpetrators involved in the attack have been identified. One grenade, and other cache has been recovered so far. Police teams are conducting operations to nab the absconding accused.

Preliminary investigations reveal that the module was backed by #Pakistan’s ISI, and foreign-based handlers in #Portugal & #Germany have been identified. Multiple cutouts and sub-modules were used.

This operation has effectively foiled a major terror conspiracy aimed at disrupting peace and harmony in the region. Efforts are ongoing to apprehend the main accused involved in the case.

@PunjabPoliceInd remains steadfast in its commitment to ensuring the safety, security, and communal harmony in the region.

[Nilay Patel @NilayNV]

🫡

[Aravind @aravind]

India must monitor FIIs that are short. Indian shells and funds that are short on some stocks, I won't say which to not cause any fear. But GoI must right now be monitoring all short positions in the market. And start its investigation in the earnest to find and #@$ them.