Vivek

Interested in Geo-Politics, Economics & Finance

[Ritesh Jain @riteshmjn]

I never invested in tech or AI boom directly… but you know me… I look at everything from the point of picks and shovels…. I don’t care which AI model is the winner but all will spend on compute power.

David Sachs tweeted the below photo… FORD CEO vented his frustation when he said that he has 5000 electrician jobs worth six figures but he can’t find them…. Same thing is true in India also but we have an Indian mind set problem about blue collar work.... anyways I don’t know why I digress from main topic.

Most people still think of “big tech” as software, apps, and social media.
But the real tech story of the next decade is physical:
•data centers
•power grids
•EVs and batteries
•rail, ports, and shipping
•fabs, refineries, and smelters
All of them are:
•capex-heavy
•materials-intensive
•brutally energy‑hungry
That’s where today’s “invisible” bottlenecks sit:
•copper, uranium, lithium, rare earths
•permitting timelines measured in YEARS, not months
•skills and engineering gaps no SaaS tool can instantly solve
The result:
•Margins in pure software are facing gravity.
•Margins in “boring” real assets are quietly improving.
•Nations are competing not on apps downloaded, but on megawatts, tons, and throughput.
Investors obsess over code and clicks.
States obsess over ships, mines, and megawatts.
Over the next cycle, the market will be forced to reprice:
•from virtual scalability to physical constraints
•from financial engineering to engineering, full stop
•from “move fast and break things” to “build slow and last decades”
Software won’t disappear.
But the balance of power is shifting toward those who can marshal:
•energy
•metals
•manufacturing
•logistics at scale
In a world of rising geopolitical risk and resource competition, the real edge is not another app.
It’s owning, building, and controlling the hard assets the digital economy cannot run without.

I am firmly of the view that for US to win this tech and AI race they need to spend more… lot more on physical infrastructure…and that is why #electrification continues to be my macro theme of the decade.

[Vivek @Surfjock77]

@themahavir Hi Mahavir can you please help this case?

https://t.co/Nm04AiPeXa

[Vivek @Surfjock77]

@Numeroequity Om Shanti 🙏🙏

[Neil Borate @ActusDei]

How weird is it when one of your banks can pull data from all the others? The bank then shows all your balances and transactions in one place. Weird but good. That's exactly what AA (Account Aggregators) have enabled and the system will eventually include stocks, MFs etc. Story by @jashkriplani https://t.co/z8VdNITWJK

[Vivek @Surfjock77]

@gravityy5889 @hbfetr here is more.. what does it matter that US has 30 times more GDP per capita than India but we can & we will surely beat them in degeneracy levels.. inshaallah

https://t.co/0Iyr7LDO0R

[Trade Brains @TradeBrainsGrp]

India has the Cheapest Medical Expenses in the world.

[The Poll Lady @ThePollLady]

1. Remember last month WHO blamed India made cough syrup leading to tragic death of nearly 70 children in West Africa?

Turns out WHO is not responding to Indian drug regulators, who have reached out thrice asking to provide relevant documents for investigation.
+

[V. Ramgopal Rao, Ph.D. @ramgopal_rao]

India's R&D expenditure as % of GDP is the lowest even among the BRICS countries. India has 252 scientists per million population, while it's 1585 for China. My take on addressing these pressing problems, if we want to become a knowledge economy. @narendramodi @PMOIndia @IndiaDST

[BBC Breaking News @BBCBreaking]

Russia to withdraw troops from key Ukrainian city Kherson, the only regional centre they had captured since invasion began https://t.co/lo15rnglZB

[Bloomberg @business]

BREAKING: Meta CEO Mark Zuckerberg says the company will cut 13% of jobs affecting more than 11,000 employees, the first major round of layoffs in the social media giant’s history https://t.co/heUXkZEQPL

[CZ 🔶 BNB @cz_binance]

In the spirit of transparency, might as well share the actual note, sent to all Binance team globally a few hours ago.

https://t.co/IUNkPcLC8T

[Vivek @Surfjock77]

@ThePollLady See this.. 😁

https://t.co/uJFVAT7ECG

[The Guardian @guardian]

US warns Australia against joining treaty banning nuclear weapons https://t.co/v9BAeWAS0R

[zerohedge @zerohedge]

"Dangerous Escalation": US To Deploy Six Nuclear-Capable B-52 Bombers To Australia https://t.co/w64iAkMW6x

[The Guardian @guardian]

US warns Australia against joining treaty banning nuclear weapons https://t.co/v9BAeWAS0R

[S.L. Kanthan @Kanthan2030]

Semiconductor chips specially made for China. This is America’s farcical free trade and rules-based order.

Nvidia and AMD are selling special GPU and other chips that don’t violate Biden’s new restrictions.

https://t.co/hI70VBUuKG

[Reuters China @ReutersChina]

EXCLUSIVE: Nvidia offers new advanced chip for China that meets U.S. export controls https://t.co/VMCVy1phEt

[Dr. S. Jaishankar @DrSJaishankar]

Just concluded comprehensive discussions with Foreign Minister Sergey Lavrov of Russia.

Reviewed the entire gamut of our steady and time-tested relationship.

Also exchanged perspectives from our vantage points on global and regional developments.

[tim anderson @timand2037]

Macron tries a charm offensive on #Venezuelan President Nicolas Maduro. #France followed Washington in imposing coercive measures on Venezuela. Do you think now they might want some winter oil? 😅

[Edward Snowden @Snowden]

The most important video of the year was filmed in 1983.

[jack @jack]

these tracking additions when sharing a tweet are a step backwards

nothing needed after the ?