Aditya Nambiar

Views on economy, startups, businesses and sustainability

[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

[Aditya Nambiar @adynumb]

@breakoutchart__ Breakout

[🚨Indian Gems @IndianGems_]

Recently I visited Balneario, in Brazil.

I was amazed by their urban development, with ultra-modern clean roads and footpaths.

Mumbai's GDP is about 300 times than Balneario 😭 How badly our authorities have scammed us on infra & cleanliness

[महावीर, ಮಹಾವೀರ, Mahavir @Mahaveer_VJ]

Deepak Chopra on healing Donald Trump!!😀

[Sanjeev Bikhchandani @sbikh]

Bang on. Invest in deep tech. Invest in AI. Build our own IP

[Gaurav Pandhi @GauravPandhi]

Who bought Russian oil?
🔸 Mukesh Ambani
🔸 Nayara Energy

Why?
🪙 Because it was cheap and supposedly in national interest 🇮🇳

What did they do with it?
🛢️ Refined it and sold it in the global market at higher prices 💰

Did Indians benefit?
❌ No.
⛽ Fuel prices in India are still sky-high 📈

How did Adani profit?
🚢 By handling logistics and ports and cashing in on the trade

So who made the money?
💲💲 Ambani. Adani. The usual suspects, funders of Modi & BJP

And what did 140 crore Indians get?
🤷‍♂️ NOTHING.

The national interest was just the marinade. The profits were served to billionaires and Indians got roasted.

Jai Hind 🇮🇳

[Aditya Raj Kaul @AdityaRajKaul]

Who is Buying Russia's Crude Oil in 2025?

1. 🇨🇳 China → 47%
2. 🇮🇳 India → 38%
3. 🇪🇺 European Union → 6%

Who is Buying Russia's LNG?

1. 🇪🇺 European Union → 50%
2. 🇨🇳 China → 21%
3. 🇯🇵 Japan → 19%

Who is Buying Russia's Pipeline Gas?

1. 🇪🇺 European Union → 37%
2. 🇨🇳 China → 29%
3. 🇹🇷 Turkey → 27%

Source: CREA

[REENA BHARDWAJ @reenabhardwaj]

In response to my question, “Mr. President, India says the U.S. imports Russian uranium and chemicals while criticizing their energy imports. Your response?”

President Trump replied: “I don’t know anything about it. We will have to check and we will get back to you.”

[MANJUL @MANJULtoons]

When I first visited Pune in 2007, a friend shared a story. I dismissed it as an urban legend. But now, I see it was true. Corruption survives because honest people are kept out of the way.

[Menthor Q @MenthorQpro]

The interaction of the greeks visualized.

This chart never gets old.

[Aditya Nambiar @adynumb]

@talk2anuradha Need of the country

[Anuradha Tiwari @talk2anuradha]

We really need a website that shows:

> Which contractor built the road
> Which babu signed off on it
> Total cost & ministers involved
> Firm responsible for maintenance

All this info must be public. We should also be able to rate & review roads.

Time for real accountability!

[Bhavin @bhavinjan1978]

Everything is cyclical and mean reverting. A simple yet elegant way to assess cycles involves analysing the market cap and profit percentages of sectors relative to the total. When both metrics peak or bottom out, it warrants deeper investigation.

[Jonathan Swanson @swaaanson]

Nvidia keeps crushing because Jensen runs it unlike other CEOs:

- No 1:1s
- No 1 or 5-year plans
- No status reports
- 60 direct reports

Once you see why he does it, you can't unsee it

And it explains everything wrong with the traditional way of running a company🧵

[CNBC-AWAAZ @CNBC_Awaaz]

दस साल बेमिसाल ?

@sumitresearch #Sensex #sharemarket #sharemarketnewstoday #sharemarkettoday #stockmarket #sharebazar #nifty #banknifty #sharemarketindia #StocksToWatch #StocksInFocus #stocksinnews

[Chris Staudinger @ChrisStaud]

Harvard University is offering courses for FREE.

Here are 7 courses you don't want to miss:

[Sam Altman @sama]

unfortunately, so is affected disillusionment

choose who you hang out with carefully!

[Sam Altman @sama]

ambition is infectious

[Sam Altman @sama]

it will be an astounding force multiplier; am excited to see how big a one-person company can get! and happy people are going to be very successful.

[Sam Altman @sama]

AI should both provide the most individual economic empowerment of any technology ever and also make it so that no one has to work who doesn’t want to