Rajendran Vasudevan

[Rajendran Vasudevan @Balanced_2016]

@chamath Cursor does not develop it's own models.

Composer 2 is based on Moonshots Kimi K 5.2

In other words, trying to build closed monetization packet based on open source architecture will fail eventually.

elon musk's bets are all naked.

[Rajendran Vasudevan @Balanced_2016]

https://t.co/Zc884l90Zl

The credit growth rubric has an important play on investment. Investment growth moves lock step with credit growth.

The 30% growth trend in those heady years meant investment literally shot through the roof.

GFCF was a high 43% of GDP been the

/1

[Rajendran Vasudevan @Balanced_2016]

@chamath What will he do now in the AI space where the stripped down "coding" tokens are a China game and the complex problem solving is with Claud and Chat GPT and Gemini.

[Rajendran Vasudevan @Balanced_2016]

@1shankarsharma @SahilKapoor Finesse.

Entry by end of March, exit by 21st April and reentry by 11th june

You can link it up with a bunch of stocks, sectors too.

Another dimension is small cap vs large cap.

Separately if India asset basket is that attractive why are they offering

[Rajendran Vasudevan @Balanced_2016]

@1shankarsharma @SahilKapoor sofr + 3% for the fcnr b deposits additional costs toting up to another 5%??

[Rajendran Vasudevan @Balanced_2016]

@1shankarsharma @SahilKapoor Finesse.

Entry by end of March, exit by 21st April and reentry by 11th june

You can link it up with a bunch of stocks, sectors too.

Another dimension is small cap vs large cap.

Separately if India asset basket is that attractive why are they offering

[Rajendran Vasudevan @Balanced_2016]

@TheStalwart @kyleichan What more, the MoE and other design led features have enabled Moonshot, Deepseek and others offer developers API at throw away prices.

Commoditization is here to stay.

[Rajendran Vasudevan @Balanced_2016]

@TheStalwart @kyleichan Shift to Huawei Ascend 350 series is brisk.

Anyway by 2029-30 they will have become self reliant on not just EUV but also will have made great strides in silicon photonics/ quantum compute.

The wastage in the case of the multiple pass in the foundry is being neutralused.

[Kiran Bhagwat @kiranb100]

Warnings by @emergingroy in 2024 on economic policy & by Mr Arvind Datar in 2018 on FDI. All warnings seem to have been ignored! Check links below:

Under the hood:
https://t.co/AyzKyCCBgJ

https://t.co/eZiGRVlFxC

Chasing away FDI
https://t.co/tYTL9xEqTO

[rathin roy @EmergingRoy]

@Balanced_2016 Whoever wishes true History certainly will as it always does

[Rajendran Vasudevan @Balanced_2016]

*yoy (year over year)

[Rajendran Vasudevan @Balanced_2016]

US core pce inflation you has a trend that is clearly pointing upward

And warsh, who is about to face a bunch of hardened economists including the likes of Waller, approaching them with an intent to cut rates to please the Donald, will face some harsh music

[Rajendran Vasudevan @Balanced_2016]

https://t.co/AjJZqeJV91
As I pointed out on 1st June, wpi hitting double digit is the real threat

At 9.8% for the latest monthly, we are already there.

[Rajendran Vasudevan @Balanced_2016]

@TamalBandyo @bsindia These are the pointers.

How does one move forward from here.

That wpi will hit double digit is a given. That the headline will follow suit with a lag of 3 months is also high probability given that wars are easier to start than to resolve.

[Rajendran Vasudevan @Balanced_2016]

Folks don't give this visionary enough credit for his magical foresight 😀

[Rajendran Vasudevan @Balanced_2016]

@EmergingRoy Education suffers. But they don't care

[Rajendran Vasudevan @Balanced_2016]

But who is listening Rathin? @EmergingRoy

[Rajendran Vasudevan @Balanced_2016]

@EmergingRoy They don't care so long as the society is rebuilt to suit manu smriti.

The governors in non NDA states manipulate educational sector because he is the Chancellor of univs. He manages to sneak in a few Vice Chancellors of low quality that are pliable.

[Rushi @rushicrypto]

Greenland is now asking Trump to invade, hoping to secure a deal similar to the one Iran got.

[Rajendran Vasudevan @Balanced_2016]

ICOR is lower for listed company investment compared to public investment.

/10

[Rajendran Vasudevan @Balanced_2016]

https://t.co/Zc884l90Zl

The credit growth rubric has an important play on investment. Investment growth moves lock step with credit growth.

The 30% growth trend in those heady years meant investment literally shot through the roof.

GFCF was a high 43% of GDP been the

/1

[Rajendran Vasudevan @Balanced_2016]

@latha_venkatesh @CafeEconomics @RBI @FinMinIndia @MotilalOswalLtd @CNBCTV18News @EmergingRoy Today latha was found jumping in joy because credit growth was a whopping 17%.

But she does not remember that for comparable 8% growth, 2005 and 2006 saw credit growth at 30% plus.

[Rajendran Vasudevan @Balanced_2016]

2012. Back them listed was 8.6%, but now it is 3.6%. Together listed and public now too is 13% with public being at the drivers seat. That is another reason for the under performance - productivity is higher for listed.

/9