Deepsekhar Choudhury

Managing Editor, Outlook Business (

[Deepsekhar Choudhury @deepsekharc]

🚨🚨The Mega #NarayanaMurthy Interview in the February edition of @outlookbusiness 🧵🧵

He talks about:

-IT majors vs AI age
-India's status in the AI race
-Founder ESOPs
-Building culture in #startups
-The true test of corporate governance

...and much more (1/n)

[ETtech @ETtech]

🚨🚨 SpaceX IPO makes Elon Musk the world's first trillionaire

Read more at:
https://t.co/RIqI5L3joJ

[Deepsekhar Choudhury @deepsekharc]

Spotted what seemed like a mom taking her daughters to cricket coaching. Chakde India!

[Deepsekhar Choudhury @deepsekharc]

There is tremendous white space to launch an AI lab with a name that begins with E. Maybe call it Erdos

[Chandra R. Srikanth @chandrarsrikant]

Should all these IPOs take place as planned, these companies will be replacing the vicious-sounding FAANG cabal — Facebook (now Meta), Amazon, Apple, Netflix, Google (now Alphabet) — with the delightfully sweet-sounding (though truly sour and atrocious if consumed unripe) coterie MANGOS: Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX.

https://t.co/x2FXfDOMVU

[Sushant Singh @SushantSin]

Last 4-5 paras on India should be mandatory read for India's middle class. "Most investors no longer take it as a given that India can grow at a mimimum of 6% for at least a decade. There is much more debate about our true structural growth...with best years of growth behind us."

[Deepsekhar Choudhury @deepsekharc]

@Outlookindia Link to the deeply reported story by @GangulyNabodita and @parthsin8h

https://t.co/873wKfoLYm

[Deepsekhar Choudhury @deepsekharc]

🚨Tata chief N Chandrasekaran makes ominious announcement: India's largest IT company will reduce hiring as AI agents take over significant workload

Don't miss @Outlookindia's latest cover story on the social, economic & political consequences of AI nuking IT sector jobs

[Sandeep Mall @SandeepMall]

Interesting fact - In 1985, Prime Minister Rajiv Gandhi launched a campaign to cut bureaucratic red tape and eliminate useless government paperwork. During an audit of recurring official reports, inspectors discovered a bizarre monthly document landing at the central government headquarters in New Delhi.
The report originated from the District Collector's office in Tiruchirappalli (Trichy), Tamil Nadu. Every month, officials compiled a report regarding the export of local cigars meant for former British Prime Minister Winston Churchill. The report traveled from the district office to the Madras Secretariat, and finally to the central government in New Delhi.
The content of this monthly report was always a single word: "Nil."
The bureaucracy had faithfully prepared, signed, and routed this report every month for forty years.

[Justin Elliott @JustinElliott]

New story:

An Indian billionaire was targeted by the Trump administration.

Then he poured millions of dollars into an obscure startup secretly backed by Donald Trump Jr.

[Zara Zhang @zarazhangrui]

If you've adopted AI at your company but haven't seen any tangible results, read this 1990 article: "The Dynamo and the Computer" by Paul David.

When electricity first arrived, factories that "adopted" it barely got faster. They just swapped the steam engine for an electric one and ran everything else exactly as before: same machine layout, same workflow, same management. Electricity in, no real gains out.

The most common mistake with any new technology is to drop it into the old organization and then declare the transformation done.

The real leap came decades later, when each machine got its own small motor. Suddenly machines no longer had to be lined up around one central drive shaft. They could be rearranged around the actual flow of work.

The productivity gains didn't come from electricity. They came from REDESIGNING THE ENTIRE FACTORY around it.

AI is the same. Bolting it onto your existing process gets you a faster steam engine. The payoff comes when you redesign the work itself.

(link to paper in comments)

[Sridhar Vembu @svembu]

Quoted post/article is a very good snapshot of the current global investment mood in AI, centered around America: extreme AI frenzy, massive capex boom focused on AI, all-time high corporate profit margins powered by the AI capex boom that creates immediate revenue and profits for suppliers but amortizes costs for buyers, extraordinarily rich valuations.

On the mirror side, the external portfolio investor view on India is "they missed the bus on AI, gloomy tech outlook".

We will happily take the "other side" of this bet: we don't want to chase the AI cash burn but we invest in all the "boring" categories of long term deep tech investments in India - I am looking at metallurgy as an example.

In 10-15 years, we will see if this works out.

This is not merely a patriotic message. Smart long term investors learn to avoid hype and fashion and figure out what is currently out of fashion that will work long term.

Obligatory Warren Buffett quote: "Only when the tide goes out do you discover who's been swimming naked".

[Aryan Mulchandani @Ary_Mulchandani]

"Bhaiya, dedh kilo intelligence dena, China wala"

[pj @BeingPractical]

The only jobs AI seems to be taking away at this moment in India are of - partners at VC firms 😂

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Radhika Gupta @iRadhikaGupta]

India’s fertility rate falling below replacement rate should open a new economic conversation.

Replacement rate simply means a country is no longer having enough children to replace its population over time. India still has demographic momentum because we are a young country, but structurally this changes the long-term math of growth.

When fewer children are born, every worker matters more.

Productivity matters more.
Skills matter more.
And female workforce participation matters much more.

But this also creates a tension many developed economies have already experienced:
as women become more educated and participate more in the workforce, fertility rates often fall further.

So the real question is not:
Should women work?

That answer is obvious, economically and socially.

The real question is:
How do we make careers and family sustainable together?

The countries that managed this relatively better did not solve it through rhetoric. They built ecosystems:
childcare, flexible work, shorter commutes, family support systems,
organized care infrastructure.

For years we thought of infrastructure as roads, ports and power. In the next phase of India’s growth, childcare and care infrastructure may become equally important economic infrastructure.

Not just AI. Human participation itself may become one of the biggest growth drivers.

[Hindustan Times @htTweets]

#EXCLUSIVE | Vaibhav Sooryavanshi is headed to England, but he won't be alone. Besides the travelling Indian contingent, the 15-year-old will be accompanied by his parents after the BCCI (Board of Control for Cricket in India) made a special provision in the youngster's best interest.

The decision-makers fully understand the challenges of integrating someone so young into the senior setup and have therefore decided to send Sooryavanshi's parents along to ensure he does not face any difficulties in acclimatising to foreign conditions. The development was confirmed to Hindustan Times Digital by BCCI secretary Devajit Saikia.

More details: https://t.co/qDot4zGMq6

@vroy38 ✍🏻

[Techmeme @Techmeme]

Microsoft unveils Majorana 2 quantum chip, which was developed with the help of AI, and says it will have commercially useful quantum machines by 2029 (@stephennellis / Reuters)

(Visit Techmeme dot com for the link and full context!)

[Deepsekhar Choudhury @deepsekharc]

😍💥

[Gabbar @GabbbarSingh]

This is the first time 10,000 girls have qualified for JEE advanced. The highest ever. A two fold jump. Earlier 13% now 25% of qualified candidates are women.

Whatay story!

[Vinayakk @vinayakkm]

What if this was an elaborate ad campaign by Sai Sudharsan? Next match, he walks out with a new bat, looks into the camera and says: "for better grip and sheer comfort, switch to MRF."

[Rodger Sherman @rodger]

Shrey spelling 32 words in 90 seconds to win the Spelling Bee is the new greatest athletic accomplishment of 2026. I don’t even know how he said the letters that fast. Got a “Holy Mackerel” out of
@minakimes

[Vishal Sikka @vsikka]

Shrey knocking down 32 words in 90s, Pooja clearing the 1.93 meter bar, Vaibhav reaching 97 in 29 and Pragg calmly taking down perhaps the goat of chess, has been quite something to witness these past 48 hrs.
Feeling a beautiful wind of change, that a bold new generation is here, in a class of their own and an andaz of their own...

#KeepOnRocking
@narendramodi