Ok, so here is my take on the Fable ban, sovereign AI, Sarvam, etc.
The event is interesting as it has implications from many perspectives.
For AI users, it is clear that you should not confuse access with ownership, or adoption itself as advantage. And if the most significant tech differentiator you are leveraging has external control loops, then you have to accept you are vulnerable.
For AI talent, it is now a precedent that you would be *seen* aligning to national interests more than company interests. And even if its just a whim for now, this trend will be hard to reverse as the world gets more automated…
For AI labs, their offerings will be stratified - general purpose AI would be available as utility, but frontier AI would be gated. This is a fantastic business model for labs - *democratized* AI sucks in all the data liquidity of the world which is locked in higher margin frontier offerings.
I think for the world to be a better place, all three of the above are bad vectors. We need to have more countries and companies owning their own destinies. And in the post AI world, that means being able to use and improve AI systems within their own perimeters - what one may call Sovereign AI.
At Sarvam, Sovereign AI in India was the founding thesis a couple of years back, and continues to remain the core operating principle. From our vantage point, it is super clear that India will build, leverage, and create massive business value and societal impact with sovereign AI. The following is precisely how we at Sarvam are contributing to make that happen.
In a new major report, the World Bank conceded that its decades-long war on industrial policy was wrong, saying its old advice “has not aged well — it has the practical value of a floppy disk today.”
But this is not an intellectual awakening.
The World Bank's doctrine shifted because the means through which Western nations can maintain their dominance shifted — not because economists suddenly discovered new evidence.
The world’s wealthiest nations are now pursuing industrial policy so openly that it can no longer be denied to the rest of the world.
When the geopolitical winds shift, so does the ideology of institutions where wealthy nations' interests are deeply entrenched.
This "groundbreaking research" is ancient Indian wisdom...
Your consciousness (Atma) is one with the underlying Cause of the universe (Brahman-satchitananda).
The essence of all names and forms in the universe is Brahman, like the ocean is the essence of all waves.
It is said: To learn who rules over you, simply find out who you are not allowed to criticize. In India, it has become evident that we need urgent judicial reforms. It's getting out of hand. #MichelDanino
Trump: "When crazy people have nuclear weapons, bad things happen."
He's right. Just look at America-the only country that's actually used them. On civilians. Twice.
In 2021, the US Navy violated Indian EEZ by conducting a millitary operation in the vicinity of Lakshadweep. When India objected, US Navy said that Operation was conducted to challenge India's "excessive maritime claims". US has not ratified the United Nations Convention on the Law of the Sea (UNCLOS). India has. The UNCLOS required prior consent of the state in whose EEZ military exercise or manoeuvers are to be undertaken. So does India's domestic law. So, the US Navy conducted a military operation to flout the UNCLOS and Indian law and proudly declared that. So, arguments about where Iranian Frigate IRIS Dena was torpedoed is not going to save our own ship. It is not about nitty grities of international law. The United States of today does not believe in any international law or norms. It is in international confrontation with UK and Mauritius over Chagos Island military base where it is pressurising UK to disregard International Court of Justice ruling declaring occupation of Chagos as illegal. It is all about US hegemony. Tomorrow, it may start demanding Lakshadweep. What will be your argument then? Do not open doors for strategic enslavement and encirclement of India.
Rubio: "I never said we attacked because Israel was going to attack."
Also Rubio: "We knew Israel was going to strike Iran, so we had to act first."
Rubio vs Rubio
We don’t need the US to work with us on our energy needs.
The US should actually stop working against us on our energy needs.
By imposing sanctions the US has compelled us to stop buying oil from Iran, then Venezuela and now Russia.
One thing you notice when you read pretty much anything written more than 100 years ago is just how impoverished and bland and limited our language has become. People spoke and wrote in a kind of effortlessly rich and descriptive way that almost no one does today. On this site a lot of people write almost exclusively in cliches and internet lingo. A lot of people speak like that too. The language contracts, our conversational vocabulary shrinks more and more over time. And the more limited we become in our language, the more limited we are in our thinking.
The math on this project should mass-humble every AI lab on the planet.
1 cubic millimeter. One-millionth of a human brain. Harvard and Google spent 10 years mapping it. The imaging alone took 326 days. They sliced the tissue into 5,000 wafers each 30 nanometers thick, ran them through a $6 million electron microscope, then needed Google’s ML models to stitch the 3D reconstruction because no human team could process the output.
The result: 57,000 cells, 150 million synapses, 230 millimeters of blood vessels, compressed into 1.4 petabytes of raw data. For context, 1.4 petabytes is roughly 1.4 million gigabytes. From a speck smaller than a grain of rice.
Now scale that. The full human brain is one million times larger. Mapping the whole thing at this resolution would produce approximately 1.4 zettabytes of data. That’s roughly equal to all the data generated on Earth in a single year. The storage alone would cost an estimated $50 billion and require a 140-acre data center, which would make it the largest on the planet.
And they found things textbooks don’t contain. One neuron had over 5,000 connection points. Some axons had coiled themselves into tight whorls for completely unknown reasons. Pairs of cell clusters grew in mirror images of each other. Jeff Lichtman, the Harvard lead, said there’s “a chasm between what we already know and what we need to know.”
This is why the next step isn’t a human brain. It’s a mouse hippocampus, 10 cubic millimeters, over the next five years. Because even a mouse brain is 1,000x larger than what they just mapped, and the full mouse connectome is the proof of concept before anyone attempts the human one.
We’re building AI systems that loosely mimic neural networks while still unable to fully read the wiring diagram of a single cubic millimeter of the thing we’re trying to imitate. The original is 1.4 petabytes per millionth of its volume. Every AI model on Earth fits in a fraction of that.
The brain runs on 20 watts and fits in your skull. The data center required to merely describe one-millionth of it would span 140 acres.
India has scripted history.
Biochemistry, the crème de la crème of the sciences, whose discoveries are adorned with 56 Nobel Prizes, whose portals are illuminated by Indian giants like Khorana and Subbarow, has today officially welcomed a student who scored minus 8 out of 800.
This is plain arm twisting.
Our oil purchases from Russia have nothing to do with a bilateral trade deal with the US.
This is a political issue, to be negotiated politically and not through tariffs.
Our purchases of Russian oil is not a threat to US security and foreign policy.
On the contrary, US upgrading Pakistan F 16’s threatens India’s security and foreign policy.
The US adopting double standards with regard to Chinese far greater purchases of Russian oil and gas and giving preferential treatment to China threatens India’s security and foreign policy, given China’s hostility towards India.
Why is it that China’s purchases of Russian oil and gas do not threaten US’s security and foreign policy?
That the US will monitor if India resumes buying Russian oil directly or indirectly and threatens to reimpose 25% penalty tariffs and other unspecified punishment if India does is disrespectful of India and shows it is not seen as an equal relationship.
The geopolitical atlas of 2026 suggests we have, at considerable effort and expense, managed to put the dragons back.
This is not a good year. But it has witnesses.
There is a kind of map that cartographers of the 16th CE used to make, where the known world sits smugly in the centre & the margins dissolve into sea serpents & the inscription Here Be Dragons.
Read the full piece here: https://t.co/B7Vd3Gc0WJ
India should aspire to be a country where the head of state can say this: “My government is working with full sensitivity for all Indians regardless of caste, creed or color.”