GarudaOracle

🇮🇳🕉️⚛️
Civilization | Science | Robotics | AI | Economy | Global affairs | Defence | Indian Politics

[GarudaOracle @GarudaOracle]

"Chanakya studied in Pakistan"

Meanwhile Chanakya's teaching:

[Chenabi™ @chenabism]

Chanakya the Great studied at Pakistani university of Taxila, The knowledge he gained there shaped him into one of history's greatest strategists, helping Chandragupta Maurya build the Mauryan Empire. Even today, his ideas continue to influence politics, governance, and leadership.

[GarudaOracle @GarudaOracle]

@vg2769167 @Prakhar81420407 Yes they do charge money but it is subsidized (claim is that it is the cheapest inference)

[GarudaOracle @GarudaOracle]

@Prakhar81420407 Reminds me of Kenyan Marathon runner Eliud Kipchoge Oxford address,

" The best day to plant a tree was 25 years ago and the second best day is today".

[Sarvam @SarvamAI]

We're thrilled to announce that we have raised $234M in the first close of our $300M Series B at a $1.5B valuation.

@HCLTech and @BessemerVP have joined us in this round, alongside continued support from @khoslaventures and @peakxvpartners

For countries and companies, sovereign control on the AI stack is no longer an optionality. Sarvam will be the partner of choice for this aspiration. The capital allows us to accelerate our momentum towards this full stack of models, compute, and deployments.

A huge thank you to our customers, partners, investors, and the Sarvam team for your trust and belief in what we are building. We’re just getting started.

Read more: https://t.co/VmLtpnj8gx

[Norway Chess @NorwayChess]

🇮🇳 PRAGGNANANDHAA IS THE NORWAY CHESS CHAMPION 2026 👏👏👏

#NorwayChess
📷 Norway Chess / Tor Nilssen & Kjetil V. Tveito

[Normal Guy @Normal_2610]

Worth it, to Understand :)

India apparel exports are $15.7 billion, Bangladesh does $51 billion, Vietnam does $39.4 billion Indian entrepreneurs run garment factories in six countries abroad but won't expand capacity at home.

Problem is not talent or demand perhaps It is the compliance maze, state level friction and a policy system that rewards capital heavy sectors over the ones that absorb people.

The sectors India needs most for mass employment are the exact ones being slowly starved by its own policy design

Apple iPhones and Samsung alone make up $30 billion of India $47 billion electronics exports. Remove smartphones and India broader export basket grew barely 1% in FY26.

One PLI success in mobile phones is doing the heavy lifting for 13 other sectors that never found their export footing.

Headline numbers look strong but they are one product deep. That is not diversified manufacturing growth, that is a single bet

43% of India workforce still sits in agriculture, The sectors that can pull those workers into factories, garments, leather, food processing, are the ones contracting.

Wearing apparel fell 5.3%, leather fell 4.1%, Meanwhile capital goods grew 14.6% in January. India is building an industrial economy that generates output without generating jobs where they are needed.

The GDP math works well, the employment math does not. And no amount of infra spending fixes that mismatch on its own.

Even I told in past in my tweets that China moved up a lot in its value chain, but they didn't left the low margin work, job, anything. They are not doing as per reports, even if they are doing it, then choosing proxy nation which is favourable to China like ASEAN, Brazil etc.

[GarudaOracle @GarudaOracle]

A rare W in Govt "construction" work.

Render vs Reality looks same-to-same.https://t.co/6ifNIe5DMe

[Chandrashekhar Dhage @cbdhage]

Hadapsar New Railway Terminus , #Pune

PC-metaguise

[GarudaOracle @GarudaOracle]

And here we go.
P.S: I am getting a deja vu ;)
https://t.co/GDj64TZqE3

[The Kobeissi Letter @KobeissiLetter]

Global investors are cashing out of South Korean stocks:

Foreign investors have sold -$22 billion of South Korean stocks so far in May, on track for the largest monthly outflow on record.

Year-to-date, overseas investors have offloaded ~$60 billion in KOSPI stocks, on pace for the largest annual sale on record.

Most of the sales have been concentrated in Samsung and SK Hynix stocks, with ~$20 billion sold in SK Hynix alone year-to-date, including ~$12 billion so far in May.

Since November 2025, foreign investor outflows in SK Hynix have totaled ~$26.7 billion.

Global investors are one of the largest owners of South Korean equities, accounting for ~39% of the total KOSPI index market cap.

Foreign capital is exiting the world's best-performing market at an unprecedented pace.

[GarudaOracle @GarudaOracle]

Btw, other currencies are also devaluing now because of Oil shock. Before that, countries with a strong AI market kept them afloat.
Also to remember, many countries peg their currency to a certain value, so they don't change we don't do that.

[GarudaOracle @GarudaOracle]

Currency depreciation:
In the short term, CAD (current account deficit)+ Net FDI.
In the long term, the difference between inflation of the two countries.
https://t.co/SxtYrAYfqk

[Abhishek Dwivedi @Rezang_La]

Explain me like a six year old as to why INR is going down against every currency and not just Dollar or couple of other strong currencies? What gives?

[GarudaOracle @GarudaOracle]

Every year INR depreciates 3-4 % against the dollar (inflation difference), this year, We are currently taking a beating of 6%+ because of Oil shock, lack of AI stocks(Money is flocking towards AI) and tariff war (creates uncertainty for investors) thus low net FDI.

[GarudaOracle @GarudaOracle]

@Rezang_La Btw, other currencies are also devaluing now because of Oil shock. Before that, countries with a strong AI market kept them afloat.
Also to remember, many countries peg their currency to a certain value, so they don't change, we don't do that.

[GarudaOracle @GarudaOracle]

@Rezang_La Every year INR depreciates 3-4 % against the dollar (inflation difference), this year, We are currently taking a beating of 7%+ because of Oil shock, lack of AI stocks(Money is flocking towards AI) and tariff war (creates uncertainty for investors) thus low net FDI.

[Elite Predators @elitepredatorss]

Pulwama attack mastermind, Hamza Burhan was shot dead by unknown men in POJK

[GarudaOracle @GarudaOracle]

Reminds me of option trading frenzy in Indian market a while ago. Boy oh boy this brings back some college memories, I warned my friends not to get into it, but they didn't listen, they lost a lot of money.

[GarudaOracle @GarudaOracle]

Classic sign of late-stage bubble.
>After correction/brust negative sentiment likely will be short term.
>Impact on India will be either neutral or mildly positive(Non-AI market).
> Little chance of affecting global AI-hype bubble.
https://t.co/rst6fgWwK1

[Roger @rdd147]

Koreans have now maxed out margin on KOSPI and are directly going to banks for loans. People that are 60 have never owned trading accounts and now it’s the fastest growing age group entering to buy leveraged semiconductors. Just one article of many describing the madness.

$soxx $dram

https://t.co/Y5x7G86uOr

[GarudaOracle @GarudaOracle]

As a Maharashtrian I am so jealous of WB right now 🥺. I have read his articles and watched his podcasts, and loved them. Sanjeev Sanyal shows promise, I hope he gets to achieve what he has set out to. https://t.co/46ZPZWQs2U

[The Tribune @thetribunechd]

PM's economic advisor Sanjeev Sanyal could be the next West Bengal finance minister

@anshumalini3 reports
https://t.co/gZjmBI03Mm

[GarudaOracle @GarudaOracle]

@TheMinuend Hydrogen Truck might be a good fit instead of battery led EV.

[GarudaOracle @GarudaOracle]

:) fingers crossed 🤞🏽
https://t.co/5OKYSdNdft

[Economic Times @EconomicTimes]

Google weighs AI server manufacturing in India as $200 bn data centre push gathers pace

Google has agreed to actively explore manufacturing AI servers in India, as the country positions itself as a major digital infrastructure hub.

Nearly $200 billion in investments are expected to flow into India’s data centre ecosystem, backed by three large subsea cable projects connecting the country with Australia, the Middle East, Europe, South Africa and the United States.

India also exported Made-in-India electronic components worth Rs 30,000 crore to China last year, with shipments projected to rise further this year

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