I recently had dinner with Dr Devi Shetty, the founder of Narayana Hospitals. For those who don't know him, he's the guy who figured out how to do open heart surgery for a few hundred dollars when the same procedure costs a bomb in the US. Narayana has 18,000 beds across India, and if you ask most middle-class people in Bangalore about it, they'll speak highly of it.
There was one thing I kept thinking about over and over again after meeting him.
Narayana's market cap is around ₹38,000 crore. Now compare that to pretty much any half-decent financial services business in India, and it'll be valued more than that, including Zerodha. A brokerage, worth more than a hospital chain, that has probably saved hundreds of thousands of lives.
I get the arguments. If you're a fund manager/analyst, you can immediately explain it away using margins, capex, asset-light vs asset-heavy, and all that, and I'm not saying the market is wrong.
But it's still a strange world we've built, where the businesses closest to money get valued the highest, and the ones doing the hard and essential things get priced like boring utilities. A hospital carries physical infrastructure, enormous liability, thin margins and the actual weight of keeping people alive. And somehow that's worth less than a platform for buying and selling stocks.
I don't have a clean take on this. All of this just felt odd.
Ps: Nothing here is investment advice. For that, go to @zerodhavarsity
@malhotra_namit
Thank you for all the sincerity, honesty you have bought into @WorldOfRamayana but please please make sure to shoot at real locations as much as possible, that’s what set aparts @dunemovie I so wanted that water fall and river scene in the teaser to be REAL.
2004 was a good year, but your Gmail address doesn't need to be stuck in it.
To say goodbye to [email protected] or [email protected] (or whatever you were into at the time), go to your Google Account settings and choose any name available. You'll keep your old username and you can sign in with both.
@YashViratstan But in my honest opinion, Kamath brothers are much needed for Startup/Entrepreneur eco system rather than the IPL. There are many people who wants to own IPl team but there are very less people who want to support youngsters of the country.
@Nithin0dha@nikhilkamathcio
Open kitchens are meant for people who don’t know how to cook. The type who assemble salads or boil pasta in the name of “cooking”. No self respecting cook or gourmand has an open kitchen.
Unpopular Opinion: We aren't building the future 10x faster with AI. We are just generating legacy code 10x faster.
Everyone is currently bragging about developer velocity. "I built this entire backend in a weekend!" "AI wrote 80% of my codebase!"
But here is the reality check we are ignoring: Code is a liability, not an asset.
If an AI tool spits out 1,000 lines of functional boilerplate in five seconds, that is still 1,000 lines that a human being has to read, review, secure, and maintain when the dependencies inevitably break next year.
We are treating code generation like a pure productivity win, but we are optimizing for the wrong metric. The bottleneck in software engineering was never how fast we could type. The bottleneck has always been comprehension, architecture, and maintenance.
If we don't shift our focus from "generation speed" to "architectural sanity," the tech debt of the next five years is going to be an absolute, unmaintainable nightmare.
An elderly woman in Kozhikode, Kerala, bravely stopped a scooty rider from misusing the footpath and sent him back to the road.
Her civic sense and determination truly deserve appreciation.
Looking at the USA cricket team, the question is what does it take to get 20 Brazilians who can’t make it to their country’s XI to build a top tier football team for us.
Get the kiwis for rugby.
Get the jamaicans for running.
Get the chinese for table tennis.
Do this across sports. Dominate all sports.
#Budget2026 is pragmatic and enabling, with a sharp focus on Employment, Enterprise, Education, Emerging Tech and Exports. The strong push for MSMEs and big bets on semiconductors, biopharma & AI infra signal confidence and growth. This continues a longer series of intent driven moves, from the ₹1 lakh crore RDI Fund to the ₹1,000 crore space tech fund, signalling policy consistency. The strong push for MSMEs and big bets on semiconductors, biopharma and AI infrastructure reinforce confidence in India’s growth story. Bharat continues to build strongly 🇮🇳🚀