Renowned educator, Dr. Vijendra Chauhan is joining us tomorrow for an important public lecture.
Date: Tomorrow (Wednesday, June 24)
Time: 5:00 PM
Venue: Jantar Mantar
Accountability is dead in @PMOIndia INDIA…. Loot from the sacred Ram Mandir. No action. Mess up kids lives. Continue as Cab minister, indulge in land corruption stay as BJP CM. Ethanol Gadkari is in a class of his own
My dearest SM fam, please give me 𝐣𝐮𝐬𝐭 𝟏𝟒 𝐦𝐢𝐧𝐮𝐭𝐞𝐬 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐭𝐢𝐦𝐞 𝐰𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐡𝐢𝐬 𝐩𝐨𝐝𝐜𝐚𝐬𝐭 𝐨𝐧 𝐭𝐡𝐞 #𝐄𝐭𝐡𝐚𝐧𝐨𝐥𝐒𝐜𝐚𝐦 ! I have answered every question wrt to this ill-conceived Ethanol blending policy or as we call it Nitin Gadkari ji's 𝐁𝐄𝐓𝐀 𝐁𝐀𝐃𝐇𝐀𝐎 𝐘𝐎𝐉𝐍𝐀!!
https://t.co/HDm4IofGc5
Super story by @mazoomdaar at @IndianExpress that only confirms another of the worst kept secrets of Indian politics. Across India, those in power are making windfall profits in private real estate deals by simply getting a change effected in land use. Only difference: no punitive action if it’s a ‘DOUBLE ENGINE’ state! 🙏
Rishi Sunak resigned as PM and later had to join work. Now, Starmer has resigned and he might probably join Anthropic. In “India that is Bharat”, even a ward councillor will not join work later because they would have amassed so much wealth.
In any other country (even 3rd world like us, forget a country claiming to be a Vishwaguru), even a single such incident in a year would have caused massive uproar.
But for us, it’s probably 50th case in this year of being killed by the all-pervasive corruption-nexus of govt, IAS, and business.
Nothing will change and next time it would you be you or me or our families perishing in this hellhole created by cruel systems.
Delhi Police reached the home of one of the cockroaches who has been helping protesters with water bottles.
Has it become a crime to give water to the thirsty at a protest?
We are cockroaches - we ARE NOT SCARED of intimidation tactics 🪳
The Emperor Has No Clothes: Why the AI Infrastructure Buildout Math Doesn't Work
I have to give IBM CEO Arvind Krishna credit. He's saying what many of us in this industry have been thinking but haven't been willing to say out loud. The math just doesn't add up.
Here's what I'm seeing that's deeply troubling. We're in the middle of another mass hallucination. Just like the dot-com bubble, just like blockchain, just like the metaverse — everyone is convinced that building massive data centers will automatically create massive wealth.
But here's the thing about building infrastructure. You actually have to sell what's inside it.
Let's talk numbers. The planned data center buildout over the next 5-10 years is staggering. We're talking about commitments in the hundreds of gigawatts globally. The capital expenditure commitments are in the trillions. Yet when you look at the actual demand signals, not the projections, not the potential, but the actual consumption patterns, there's a massive gap. These AI companies are betting everything on demand that simply doesn't exist at the scale they're planning for.
Let me be direct. AI services are expensive. Enterprise adoption is slow. Consumer AI is still finding its footing. And the compute requirements being promised by the hyperscalers require a level of demand that would represent a fundamental shift in how businesses consume technology. That's a big ask.
I've seen this pattern before. The overbuilding. The belief that if you build it, they will come. The groupthink that turns critical analysis into heresy. The result is always the same. Companies are going to touch the stove. We're going to see massive write-downs. We're going to see pivots, shutdowns, and strategic reviews. We're going to see companies that spent years and billions trying to be the AI infrastructure leader become case studies in how not to read a market.
The IBM CEO is right. The math doesn't work. And unlike 1999, we don't have the excuse of we didn't know. We know exactly what's happening. We just don't want to believe it because the alternative, being a skeptic while everyone else is piling in, feels like career suicide. It's not. The ones who survive the next decade will be the ones who built for reality, not fantasy.
Wake up. The emperor has no clothes.
As reported by Futurism, Krishna laid out striking calculations: a 1 gigawatt data center costs roughly $80 billion today. If one company commits 20-30 gigawatts, that's $1.5 trillion in capital expenditure. The total commitments across the industry for chasing AGI are approximately 100 gigawatts, equaling $8 trillion. To break even, you'd need $800 billion in profit just to cover the interest. That's not investment. That's hoping.
https://t.co/4DAnF5OPfa
Images from Lucknow fire are truly heart-breaking. Of the 15 dead so far, majority under 24. Will there be any accountability? Or as Uphaar fire victim families found, will it take years for justice to be served? The story will soon slip off the headlines till the next fire tragedy. Fact is, buildings in many of our congested cities have been fire traps for years. For all the talk of ‘smart’ cities, truth is, chaotic and unregulated urban sprawls are Ram Bharose😡. Prayers for the victim families and injured.🙏