Dheeru

stockmarket,anime,books 📚,defence

[Dheeru @dheeru008]

Over Regulations, hyper babudom, non availability of capital -- biggest road blockers , need solid vc firms and a government which doesn't love babudom

[Rashree @FIR31415]

Silicon Valley’s unfair advantage isn’t just capital. It’s speed. startups ship in weeks, pivot in months, and raise in months/days!!
gov open defence budgets to prototypes. VCs back moonshots, not just metrics.
India has the brains.
we need the same speed.
same urgency
same ambition

thoughts?

ps: have been tracking a few robotics startups out of the valley, the speed they’re moving at is insane!!!!

[Dabs🩸 @DabsMalone]

People look at the SR-71 and B-2 and assume the government must have technology today that would melt our brains.

I suspect the opposite.

Those aircraft came from an era willing to spend obscene money, accept failure and give small teams the authority to solve impossible problems.

Since then, 51 major defense contractors became five. Procurement became a moat. Regulation became an incumbent advantage.

The companies meant to be challenged learned how to out lobby, out wait and out comply the challengers.

[Skyroot Aerospace @SkyrootA]

ORBIT ACHIEVED. 🚀

Vikram-1 Test Flight-1 has reached orbit. India's first privately developed orbital rocket has completed its final burn and injected its payloads into a ~450 km orbit, making India the third country in the world with private orbital launch capability.

History is made. 🇮🇳

#Vikram1 #JourneyToOrbit #SkyrootAerospace

[THE SKIN DOCTOR @theskindoctor13]

The CJI made a "cockroach" remark for some reason, which was seen as mocking the youth who criticize the judiciary and the system.

Organic outrage followed. Abhijit Dipke, a social media handler of a political party thought smartly and created a satirical Instagram account called the Cockroach Janta Party (CJP). It was meant purely as satire. Since the cockroach comment was trending in the news, people followed the CJP account on a whim.

Seeing its potential, the political party Dipke was associated with jumped it and took over the initiative. They hired media agencies and influencers to promote the account further by generating hype, curiosity and making it the "in thing." Consequently, more people followed, triggering a bandwagon effect. Soon, the follower count reached crores.

Then, the political think tank behind CJP concluded that they had enough support. They reasoned that if even 1% of their 2.5 crore followers turned up for a physical protest, they could topple the govt, or bring a huge shock at least. A massive buildup was engineered for Dipke’s homecoming to India, mimicking the historical hype of Gandhi’s return from South Africa.

They anticipated such a massive crowd that they expected Dipke to be welcomed by crores of people at the airport. Instead, nobody showed up. Nobody turned up at the protest site either. It was a massive disappointment for a party with 2.5 crore urban followers to be incapable of finding even 50 organic protestors.

To compensate, they brought in the same old compulsive protestors to fill the site, leftist student unions, LGBT groups, farmer leaders, and aadarsh musalmaan groups, but the movement failed to kick off.

Next, they found Sonam Wangchuk, a man with a relatively clean past, apparently no political inclinations, and a public image popularized by a movie (which wasn't actually based on his life, but worked anyway). They convinced him to go on a hunger strike.

The party behind the movement waited 15 to 17 days for Wangchuk to lose weight, ensuring he looked frail, weak, and barely surviving. Once he reached that state, they launched a massive Instagram and Facebook campaign to emotionally manipulate and guilt the masses into supporting the movement through him. To a certain extent, they have been successful.

I don't know if Sonam is aware of it or not, but knowingly or unknowingly, he has become the face of a manufacturd movement.

P.S. Dharmendra Pradhan should have been sacked. I have said this multiple times too. Why? Simply because he is incompetent, not because someone is sitting on a hunger strike demanding it. Wangchuk might be a sincere guy, but the people pulling the strings behind this movement are not. And trust me, if something happens to Wangchuk, these people will be the happiest because it gives them a tragedy they can capitalize on to reignite a dying movement.

[Ronak Jain @r7onak]

Semicon manufacturing is no longer just for pure economic efficiency or chasing smallest nanometer, it is a matter of national security, economic sovereignty. If every country thought like this, then US wouldn't have passed the CHIPS Act, & Europe wouldn't be building local fabs.

[Ronak Jain @r7onak]

Indian Politics is an constant battle between lunatic left who imitate the worst form of European socialism VS. Saffron Socialists who optimize freebies and who also fund lakhs of crores to Semicon.

[Sriram @sriramthg]

A national aero engine complex will cost half that money.

[Dheeru @dheeru008]

Rooting for you guys 🥳🥳

[Skyroot Aerospace @SkyrootA]

It’s official. 🚀
July 18. 11:30 AM IST.
Vikram-1. Test Flight-1. Mission Aagaman.

India’s first private orbital launch from the historic First Launch Pad at SDSC-SHAR, Sriharikota.

The countdown begins. 🇮🇳

#Vikram1 #MissionAagaman #SkyrootAerospace #OpeningSpaceForAll

[Skyroot Aerospace @SkyrootA]

It’s official. 🚀
July 18. 11:30 AM IST.
Vikram-1. Test Flight-1. Mission Aagaman.

India’s first private orbital launch from the historic First Launch Pad at SDSC-SHAR, Sriharikota.

The countdown begins. 🇮🇳

#Vikram1 #MissionAagaman #SkyrootAerospace #OpeningSpaceForAll

[Alpha Defense™🇮🇳 @alpha_defense]

Not worried about Carlyle's stake in Micropack. India has credible domestic PCB alternatives (Epitome, Fine-Line, Ascent, Sulakshana) if supply needs to shift.
The real question is access:
✅ Does this open a door into other sensitive programs Micropack touches ISRO, DRDO, missile guidance PCBs
✅ What IP/data visibility does a US-controlling stake get on classified-adjacent work
✅ Any FDI/security clearance conditions attached to the deal

[Alpha Defense™🇮🇳 @alpha_defense]

It all boils down to engine and Israeli radar else you have half a squadron waiting to rule the skies.

[Priestlyclass Strongman @priestlyclass]

>want them to build spacecraft on dosas
>refuse to increase pay
>choose to spend limited resources on ooga booga yojanas
>120 scientists quit
>zero successful launches in 2026
>tighten exit rules
>an institution that once brought glory to India, made it a spacefaring nation & consistently punched above its weight is now becoming just another sarkari department

[Vivek Krishnan @Viv_Krishnan]

Every country protects its own. Very few countries with a decent sized military have ever told me that Indian firms are welcome. They’ve sugar coated with arguments like “oh, we only buy if you have a gobbledygook registration” or “our tariff structure may not work until you bend over for us”. Some have skin colour requirements too. But firms from the same countries get special treatment in India from all & sundry. Difference - they are fine with being selfish. We want to be morally right.
We will still fight since geopolitics has evened the playing field & if we don’t succeed now, it’s a big opportunity lost.
And so I’d like decision makers to also know that you don’t ever earn respect until you protect your own. Screwdrivergiri is just a singular wave for foreign OEM’s to ride on. It’ll be over in no time. What about your future waves.

[Dipika Jaikishan @dipikajaikishan]

At this point, Indian apartment complexes aren't residential communities.

They're sovereign nations.

They have their own government, opposition parties, bureaucracy, law enforcement, and a Parliament that meets exclusively on WhatsApp.

There are elections. There is campaigning. There are factions.

There are lifelong political rivalries that began over visitor parking in 2019.

The RWA President has more visibility than some MLAs.

People who haven't voted in a state election in years will spend three weeks passionately debating the position of Treasurer.

Every issue becomes a constitutional crisis.

Dogs. Parking. Fire exits. GAIL gas lines. Swimming pool timings.

The intensity suggests we're negotiating a peace treaty rather than discussing maintenance charges.

Honestly, the spirit of democracy is alive and well.

It just moved into gated communities.

[Historianunkil @SudsG5]

In any other country Baba Kalyani would be working with the Military and the MoD designing weapons on need, securing a monopoly almost on arty orders and be a company the state would protect and help grow.

In India because he is not Adani, the GoI doesn't give a crap.

And I say Adani here purely in terms of military hardware procurement. Adani is just as important as a Bharat Forge but in other strategic areas.

[Path of Men @PathOfMen_]

Until death, all defeat is psychological

[Mayur Shetty TOI @mayurshetty01]

A reddit post on the ease of doing export business in India

[Diva Jain @DivaJain2]

US Embassies compete to get investments in to US. Indian embassies compete to get their IFS kids in to foreign universities/internships/jobs.
That is why our Net FDI is negative and current account is in deficit :)

[Gareeb Scientist @gareebscientist]

Your occasional reminder that the Tata guy on the left signing is none other than @Dr_Randhir_T, who led Intels entire Foundry business just few years ago.

Tata is serious af to bring him on board to lead this project. Hopefully I get to conver this someday.

[sphinx @protosphinx]

The IPO system is broken. You don’t go public to raise growth capital anymore. You do it to dump equity on retail.

NVIDIA went public at ~$600mn in 1999. Microsoft at 780mn. Oracle at ~270mn. Intel at 58mn!

Today you won’t IPO even at $60 billion.

At a $600 million valuation if you hit the jackpot and become a $60 billion company in public markets that’s a 100x return.

Investing $10k as retail makes you a millionaire. This is wealth creation.

At $60 billion there’s very little chance you get to $600 billion let alone 100x from there. You will certainly lose money as retail.

Mathematically if you only allow $100 billion IPOs you’re basically capping upside at maybe 10-20x. There’s no more 100x or 1000x potential. And even 10x is extremely unlikely.

Airbnb, Uber DoorDash are maybe 10x outcomes at best for retail investors. These are supposed be success stories of last decade.

Apple Microsoft Tesla Google were all 100x opportunities for retail.

So you’ve basically cut the average middle class investor out of the upside while private markets and insiders keep most of it for themselves.

[sphinx @protosphinx]

Chinese founders are usually:

- engineers
- party members
- capitalists

In that order.

So when they build or acquire a company, maximizing shareholder value is not the first objective. The first objective is acquiring know-how and industrial capability.

The mindset is: "we should know how to build this thing in China for the simple reason that my civilization needs to learn this sooner or later and i don't care about consequences or optics - if it looks like stealing IP so be it, I don't have to explain..."

The only people judging you are in your local party HQ.

If you’re a credible founder in China, you can go to a local party chief and say: "I need x engineers, land, and some starter funds to build this widget company"

And if the state thinks the industry matters, you’ll get the best resources in the province, industrial land and enough support to get going. The rest is up to you.

Many, many fail. Like most people think they would be successful with capital - go to China and see. You get everything - land, capital, people and even then the success ratio is like 1-5%...

OG American founders were also engineer-first. Bill Hewlett and David Packard built HP as engineers. Same with a lot of old American industrial giants. But over time those founders exited and the boards got taken over by pure financial operators focused entirely on maximizing quarterly shareholder value.

A single generation of this mentality hollowed out the entire American industry. Product-first founders like Elon Musk exist today because there was a generational demand for good engineering lead founders.

Indian boomer founders meanwhile were always capitalist-first from day one. Not even saying that negatively. Many come from communities that are insanely optimized around capital survival and allocation. That’s a real skill developed over centuries.

But the downside of that mindset is that they were rarely engineer-first or product-first EVEN if they were engineers by training. They were always capitalist first.

And that's very reasonable. They're on their own. Nobody has their back. They need to perform or die.

So when an Indian conglomerate acquires something like Jaguar, the instinct becomes:

- optimize margins
- reduce costs
- extract shareholder value

But if you don’t deeply understand first principles of car manufacturing, how much value can you really compound long term ? So companies get handed to hired professionals and MBA operators. The exact same class of people that helped hollow out American industry.

Now America is slowly realizing pure financial capitalism can become self-destructive because eventually the spreadsheet people cannibalize the actual industrial base in pursuit of EPS.

India already lives in that reality. Infosys is a good example. A company effectively consuming itself to maintain quarter-on-quarter performance without aggressively building the future.

And as I said they’re not even wrong. Anyone would do the same unless the system is realigned for long term incentives.

Who in India actually has your back if you miss numbers for 2-3 yrs while investing heavily into long-term capability ? Tesla survived because retail investors and the American public effectively backed Elon Musk through a decade of chaos and losses.

Toyota delivers 6-7x of Tesla's profit EVERY QUARTER but Tesla wins because try posting and see Tesla retail investors explaining you the future of automobiles.

Indian scarcity markets can't and won't tolerate that kind of long-duration industrial gamble. Its a 3k gdp/capita country nobody has time for long term nonsense plus who know who's grfiting vs being serious...people talk about nationalism then take your money and run.

China solved this by
- serve the party
- align with state goals
- stay below the radar and build

the system will protect you while you build.

In India you are on your own.

- manage the regulators
- manage capital - which is very expensive
- manage your own power/infra
- deal with corruption
- manage untrained talent

All of that becomes a massive tax on operations.

Nobody has the time to do any long-term thinking. Any anyone who does that would be eaten alive by those who optimize for survival.