One thing that feels under-discussed in all the conversations about attracting foreign capital into India is the Indian diaspora.
There is a large population of NRIs who are emotionally and financially interested in investing in India. But today, for many of them, the process of opening accounts, completing documentation, and actually investing in Indian markets is still far more painful than it needs to be.
Making life easier for NRIs could be one of the lowest-hanging fruits for attracting long-term capital into India.
This is something we’ve been focusing on heavily at @zerodha as well. Over the last year or so, we’ve made several changes to make investing as seamless as possible for NRIs. But there are still many frictions that exist because of regulatory and compliance requirements.
Hopefully, SEBI and the government look at this more closely and think about how to make it easier for NRIs to bring money into India and participate in Indian markets. For a country trying to attract global capital, the Indian diaspora seems like the most obvious place to start.
Just launched “Good Air” for India. An app that shows you the AQI around you in real time. Now live on iOS.
Thanks to @Rainmatterin and @Nithin0dha for providing an open platform OAQ that inspired and enabled us to create Good Air.
Not sure how accurate this data is, but even directionally, two things stand out.
A lot of what kills us is systemic, like poor air quality (see link in comments), broken food systems, and infrastructure.
But a meaningful chunk is also within our control, like how we eat, move, sleep, and take care of ourselves.
Image: @OurWorldInData
One thing we are very conscious of within @Rainmatterin is the size of our team. We are a small team, including legal and compliance. It is intentional. While I was hoping to make it sound like rocket science, it is not. It is obvious that small teams work well together. We have every team member clued in on everything we do. We discuss, debate and decide on things together. No team member is left out of conversations.
There are multiple decision makers. And not everything goes back to one or two people to decide. Sure, we soundboard all ideas and decisions, but at the end of the day, the accountability and responsibility for those decisions lie with everyone on the team who makes them.
I feel the future of venture teams in India is small, cohesive teams that are aligned and able to be coherent in all interactions.
As more and more capital becomes available, every venture or investor team must be thinking about why a great founder will take them along for the journey. And I think this streamlined experience with investors is the lowest-hanging fruit.
India added ~35 GW of solar in 2025. Cumulative capacity crossed 130 GW.
But we curtailed 2.3 TWh of it. Meaning 2.3 TWh that could have been generated, but wasn't. Basically power roughly enough to rin 19 lakh Indian households for a full year.
In Rajasthan, Gujarat, and Tamil Nadu, curtailment rates ran between 10–30%.
We built the panels. We just can't use them. So it's clear that the problem isn't generation at all.
On the other hand, electricity generated far from where it's consumed loses a chunk of itself just travelling through the grid. The economics of large centralised solar farms starts to look different when you account for what gets lost on the way.
The answer isn't just more capacity. It's smarter, closer infrastructure. Local storage, demand-side management, and distribution that actually matches where energy is produced to where it's needed.
The new consumer electricity rules (SERC draft) are a quiet step in the right direction by the Govt. Time-of-day tariffs, net metering, storage mandates, demand response definitions. Read about it in the @zerodhamarkets piece today. Attached in the comments.
Also, if you're solving for this, @Rainmatterin is backing companies building critical infra for India. 🇮🇳
Meet Kailash Nadh, the technology mind behind Zerodha.
> Born in 1987 in Uttar Pradesh, into a middle class family.
> Started coding at the age of 12 on his family PC.
> Completed BSc in Computer Science in 2008.
> PhD in Artificial Intelligence & Computational Linguistics in 2011 from Middlesex University, London.
> Joined Zerodha in 2013 during its early growth phase
> Serves as Chief Technology Officer (CTO) and drives product and platform innovation.
> Runs an ultra-lean team of 35 engineers powering 15–20%+ of India's daily stock market volume.
> Estimated net worth ₹100Cr+ largely from Zerodha ESOPs.
> Estimated yearly income around ₹50Cr approx.
From coding as a kid to building India's largest brokerage tech stack. Truly Inspiring. ♥️
@chamath has made and lost billions. He backed Tesla, Bitcoin, and the Golden State Warriors when everyone told him he was insane. Now he's building what he calls a software factory.. the machine that makes the machine. We talked about why pain is a prerequisite for scale, why socialism might be closer than any capitalist wants to admit, and why none of the metrics society uses to measure success actually mean anything. This was not a polished conversation. Dropping at 7pm..
Watch the trailer here: https://t.co/0n9xubKJiO
A small % of people are open to feedback and very small % of people act on feedback they receive.
Making the small group of people who are good at both, quite unstoppable.
If AI is going to change the world, at this minute, (for however long) Dario is on the absolute top of this new world.
One thing this has left me asking is, for all the AI companies which aren't really profitable yet and have cukoo valuations;
if they do make most jobs redundant, including high paying ones from consultants to programmers, to doctors and engineers, where does the revenue growth come from & who is the new consumer in the capitalistic world we live in?
Capital can no longer be a Moat if increased productivity, inevitably leads to deflation..
#BREAKING | Karnataka government mulls mobile phone ban for students under the age of 16 amid concerns over rising social media addiction among children
NDTV's @reethu_journo brings you the details
Dang! I have my first AI agent running. I built a small workflow for myself to identify spam emails using Google Studio. The best part about the tool is that you can define the rules. For example, this is one of the rules (image):
Spam emails are my biggest personal problem. I was wasting at least 30 minutes a day marking emails as spam, even with different filters. And I’m addicted to seeing my inbox empty.
So, to everyone who has been sending me unwanted emails: please spam my inbox now. 🙂
OpenAI and Anthropic engineers leaked a prompting technique that separates beginners from experts.
It's called "Socratic prompting" and it's insanely simple.
Instead of telling the AI what to do, you ask it questions.
My output quality: 6.2/10 → 9.1/10
Here's how it works:
#BREAKING: India’s IT Minister Ashwini Vaishnaw at Davos strongly counters IMF Chief for calling India a second-tier AI power:
“I don't know what the IMF criteria is but Stanford places India at 3rd in the world for AI preparedness. I don't think your classification is correct.”