Dhirendra Tripathi

Independent Advisor on Investor Communication, Media and Content. 20 years of work across @livemint @moneycontrolcom @timesofindia with leadership roles.

[Dhirendra Tripathi @dtrips]

Hedge Fund Giant Millennium Plans Trading Business in India

https://t.co/PlCxnGhq15

[Vibhav Nigam @writeofcentre]

At @Narrabrain, we’re building AI that amplifies creative work, not replaces it.. That means AI should solve the friction points in creative workflows - not displace the professionals who make great work.

To get this right, we’re learning directly from you.

We’re surveying creative professionals across social media, entertainment, and commercial content production. Your feedback will shape how we design tools that actually serve creators.

5 minutes. Your voice matters.

→ Take the survey: https://t.co/mQNXdYSY5E
→ Know someone in the space? Share this.

#AIforcreatives #HumansintheLoop #MediaTech #Creatives #AIEthics

[Dhirendra Tripathi @dtrips]

@SumedhaUppal A very apt, good, well-meaning, and a sweet post. 🙏

[Dhirendra Tripathi @dtrips]

@alkagurha Everyone complicit -- owner, contractor, MCD, Jal Board, police, judiciary

[Mihir Vora @theMihirV]

Amazing statistic: at the current rate of profit growth, the taxes paid by just TWO Korean companies will be half of the TOTAL government debt

Lesson for Government and Corporations:
Let businesses flourish, INNOVATE, SCALE up, be world leaders in TECHNOLOGY and RESEARCH - then there will be enough money for everything - to support the poor, farmers, defence, infrastructure, support exports, support self-reliance etc.

Grow the pie rather than milk the existing base

[Somnath Mukherjee @somnath1978]

2013 - INR went frm 55 to 68.5 in maybe 3 mths. CAD was 5%, fiscal deficit was 5%. Professionally managed.

2026 - CAD is 0.9%, fiscal deficit is 4%. Not "managed well".

[Dhirendra Tripathi @dtrips]

😄👌👏

[Arun Krishnan 🇮🇳 @ArunKrishnan_]

Let me give all trying to learn Kannada, a life hack.
When in doubt, find the equivalent pure Hindi word, and Kannadise it.

Example: Instead of, "try maadi". Look for the closest Hindi word. Try = Prayatna.
Then say, "Prayatnisi". Hey presto. You will be lauded for the purity of your Kannada. Has happened to me :-)

Instead of saying "Naanu Responsibility Thagolthini" ( I take responsibility). Hindi word. Uttardaitva.

Naanu Uttaradaitva thagolthini.

Try it. Never fails!:-)

[Dhirendra Tripathi @dtrips]

Surprising coming from a govt that really values optics. This is a big admission of failure and incompetence.

[Sidhant Sibal @sidhant]

Neet Exam: Govt mulls defence forces to provide logistical support

[Dhirendra Tripathi @dtrips]

@lalitinvestor Good point. Let me add. Tax issue can be resolved too if the govt treats the first year from the date of transfer as short term in case of withdrawal within that year.

[Lalit Rathi - LKR @lalitinvestor]

One thing the government desperately needs to learn is this…

There is absolutely no shame in admitting that a policy decision may have been flawed.

It is perfectly okay to take one step back today if it helps the country move two steps forward tomorrow.

But what we are seeing instead is policy stubbornness at a time when the world itself is changing at breakneck speed.

AI is no longer some temporary 6 month market theme. This shift has been playing out globally for nearly a decade now. Businesses have changed. Hiring patterns have changed. Productivity cycles have changed. Entire industries are restructuring themselves around AI.

Yet India’s policy framework still feels like it is reacting to a world that no longer exists.

Private investment as a % of GDP is near long term lows. Net FDI inflows over the last 3 years have been among the weakest in more than a decade. FIIs have consistently pulled money out and the response has largely been:
“India does not need FII money.”

That may sound emotionally satisfying on prime time television. Markets and global capital do not operate emotionally.

A country like Taiwan which is 1/5th of India’s GDP today commands a higher market cap because capital chases future productivity policy clarity and technological leadership.

Call AI hype. Call it bubble. Call it overvaluation.

Global money is still flowing there.

And what exactly has India done aggressively to attract global capital back during this phase?

Instead we increased LTCG. Increased STCG. Added more friction to capital formation at a time when the entire world is competing for liquidity innovation and investment flows.

I genuinely want to see the internal presentation where someone confidently projected:
“Higher capital gains taxes will improve collections without impacting sentiment, participation, liquidity or long term capital formation.”

Which brilliant policymaker thought reducing investor incentive during a global capital war was smart economics?

And the worrying part is not even taxation anymore.

It is the lack of urgency.

Industry has flagged this. Market veterans have flagged this. Businesses have flagged this. FIIs have shown this through actual outflows for years.

Yet the system continues to operate with the confidence of a monopoly economy while the world has already moved into a hyper competitive capital market era.

The world is changing rapidly.

Technology is changing rapidly.

Capital is moving rapidly.

Indian policymaking still moves like a file waiting for 11 signatures and 3 committee approvals..
@narendramodi
@nsitharaman @nsitharamanoffc @FinMinIndia

[Dhirendra Tripathi @dtrips]

Whoever is writing the posts -- Good Job.

[Himanta Biswa Sarma @himantabiswa]

There are some moments in public life which touch you very deeply. Today is one such moment for me.

Assam’s Maternal Mortality Rate has come down to 84. For the first time in our history, Assam is now below the national average of 88.

When I took over the Health Department in 2006, our MMR was 480. At that time, this journey looked almost impossible. But thousands of doctors, nurses, ASHA workers, health officials and frontline workers across Assam kept working silently, tirelessly and with compassion year after year.

This achievement belongs to them.

Behind this number are countless mothers who returned safely home to their families. Behind this success are years of sacrifice, sleepless nights and an unwavering commitment to save lives.

Assam has achieved something truly historic today. What once seemed impossible has become reality through collective effort and the blessings of the people of Assam.

I bow with gratitude to every health worker who made this possible.
@nhm_assam @JPNadda

[Dhirendra Tripathi @dtrips]

Maruti Omni

[Trung Phan @TrungTPhan]

Early in the Apple Car project, one self-driving vehicle Jony Ive demo'd to Tim Cook looked like a 1960s Fiat mini-van:

"Mr. Ive and his team of designers drew concepts for a car that would look like a European minivan such as the Fiat Multipla 600, which has a half-dozen windows and a curving roof. It had no steering wheel and would be controlled using Apple’s virtual assistant, Siri.

One day, in the fall of 2015, Mr. Ive and Mr. Cook met at the project’s headquarters in Sunnyvale, Calif., for a demonstration of how the car might work. The two men sank into the seats of a cabinlike interior. Outside, a voice actor read from a script of what Siri would say as the men zoomed down the road in the imaginary car. Mr. Ive asked Siri what restaurant they passed and the actor read an answer, said two people familiar with the demonstration."

***

Via NYT: https://t.co/WWS3KHwrpi

[वाक़िफ़ हैं निगाहें 👀 @Tere_do_nainaaa]

One of the most Powerful advice! 💯

[𝑺𝒉𝒖𝒃𝒉𝒂𝒎 𝑷𝒂𝒕𝒉𝒂𝒌 ࿗ @ShubhamPathakIN]

Nothing is more beautiful in modern warfare than the 90° turn of the BrahMos.

[Dhirendra Tripathi @dtrips]

@ambkcsingh Grabbing and bidding are two different things

[Massimo @Rainmaker1973]

Samuel Henderson, the autistic student with Tourette syndrome who has a knack for perfectly imitating the sounds of over 50 types of birds.

[Upamanyu Acharya @upamanyuacharya]

"India is overcrowded" is the most successful gaslighting campaign Indian babus ever ran on their own citizens. They underbuilt the country for forty years and convinced 1.4B Indians to blame themselves for it.

Every overcrowded space you've ever queued in is a supply failure the state engineered, not a demographic accident. Five lifts in a hospital, one working. Seven railway counters, one ticketer. Toll plazas, water boards, municipal offices: built once in 1972, patched once in 1996, abandoned ever since. The only exception is airports, and even those lounges are gigafried at peak.

Why did this happen? 4 reasons, none of them are "too many people."

1. Cost of capital. Rupee down 60% against the dollar in two decades. Inflation 5-7% on paper, 8-10% in reality. Risk-free rates above 7%. No rational allocator underwrites a hospital with a 30-year payback under those conditions. Capital flows into software and consumer brands; anything with a 3-5 year ROI window. Parks, ports, metros, dams, schools need multi-decade underwriting that India's macro structurally cannot support.

2. The regulatory stack is engineered to prevent construction. 50+ clearances across municipal, state, and central bodies for any large project, each with its IAS gatekeeper extracting rent. Real builders give up. The only construction happening at scale is therefore illegal, which is exactly why slums mushroom while sanctioned housing projects sit at 15% completion for a decade.

3. The corruption tax. Budget 15-20% of project cost in bakshish before pouring a single slab. Stacked on top of GST, stamp duty, capital gains, property tax, labour cess. Software shops escape it; they ship from a laptop. Anyone touching cement, steel, or land pays the surcharge in cash, off the books, with zero recourse and zero deductibility.

4. State capacity has collapsed into pure friction. GST portal crashes on filing deadlines. MCA21 is a relic. Every regulator (SEBI, RBI, IRDAI, FSSAI, BIS) optimises for CYA, never throughput. Babus paid 1990s salaries to administer 2026 complexity respond rationally by doing nothing.

India's perpetual undercapacity is a capital allocation story the political class would rather you never learn. The 1.4B is a feature. The people running the country are the bug. Until cost of capital drops, the regulatory fat gets gutted, and the corruption surcharge gets squeezed out, the lifts and the counters and the hospitals will stay exactly as broken as they were when your grandfather first complained about them in 1987.

[Dhirendra Tripathi @dtrips]

@kushanmitra Most consistent, among the many Dr. Roy gave a platform to.

[Dhirendra Tripathi @dtrips]

@brainybeauty_ Mumvibe

[Dhirendra Tripathi @dtrips]

@Sophiaapmo Save but put them in a shelter thereafter. No place for them on the streets.