For too long, we’ve coasted—on code written cheaply, on visas granted reluctantly, on a model built for another era.
As the US plays tariff games, the real disruption comes from code-writing AI, opaque visa regimes, and our own innovation drought.
I write with @AryamanBharat for Firstpost on why the future of Indian IT will be shaped not by trade wars — but by the war for relevance.
SoftBank’s investor presentation is one of the greatest things ever made. I’ve been thinking about it all day. These are the real slides shown in a speech where Masayoshi Son said he wouldn’t retire for at least another decade. The goose stuff is perfect.
https://t.co/sk9cDhdWIE
Being in a healthy relationship probably the most revolutionary thing in the world today.
All the strangeness of the world, alienation, technology, weirding of the self and the other, all concretely contained in two people being together against all odds. A revolution of two.
I'm finally reading Dune. This quote, which is in the first few pages, hits hard:
"Once men turned their thinking over to machines in the hope that this would set them free. But that only permitted other men with machines to enslave them."
Introducing SubQ - a major breakthrough in LLM intelligence.
It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA),
And the first frontier model with a 12 million token context window which is:
- 52x faster than FlashAttention at 1MM tokens
- Less than 5% the cost of Opus
Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention).
Only a small fraction actually matter.
@subquadratic finds and focuses only on the ones that do.
That's nearly 1,000x less compute and a new way for LLMs to scale.
I am a bit wary of making armchair predictions about politics. But I will make one exception this time. @arivalayam rule is going to be finished one way or the other in 2026. Chatter in political circles and among social media talking heads isn’t quite catching the ground in Tamil Nadu. There is massive anger and for the first time DMK’s social coalition risks not just being disturbed but destroyed. I don’t know who will win: alliances, time and poltiics will reveal that in time. But I am certain DMK will be decimated in these elections. It doesn’t matter if it is a bipolar fight or three or four cornered race. DMK is done.
A working theory of mine is that we are about to enter a golden age of AI marketing
If everyone can vibe code their own platform, the barriers to entry for building software essentially approaches zero
The only moat left will be sales and marketing. All the cost savings from AI on labor costs will flow towards it
There is going to a massive boom in marketing related AI tools moving forward just because of this alone
1. Subsidize code generation 90% so everyone forgets how to read/write code manually.
2. Now charge 10x - to ensure the generated code - that you largely can't understand - actually works.
Donut and Dietician shop working out of same office.
You can either cry about other people’s privileges or find your own moat and double down on that.
It can be anything.
Good looks.
Emotional stability.
Demographic advantage.
Language fluency.
Unmatched charisma.
Pattern recognition.
Storytelling.
High tolerance to uncertainty.
Bias for action.
Curiosity.
Taste.
36 worldviews ranked by how pro-agency they are.
A high agency worldview will want you to act, desire, and conquer while a low agency one will want you to surrender, renounce, and relinquish.
we're making @blocks smaller today. here's my note to the company.
####
today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.
first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.
we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.
a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.
we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.
to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.
to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.
jack
The Ideology Deficit: Hindutva Movement's Real Crisis Is Not Its IT Cell, But Its Intellectual Coherence
👉 The BJP has built the most effective political machine in Indian democratic history. But a machine without a coherent ideology is a delivery system without a payload. The book has not been written.
👉 While mastering the vocabulary of diagnosing colonial inheritance, it has not spent a single afternoon on designing the replacement. That silence is the intellectual deficit in miniature.
READ: https://t.co/670zVPRyBl
Blr has expanded so much that the CBD is almost ~14-15km away from core business zones. It has followed a corridor led and radial expansion that never saw any FSI relaxation. Vertical growth never happened.
I have written a full article on the same:
https://t.co/QZdCVXkfTl
10-minute delivery in India isn't magic. It's really good engineering.
@albinder and @letsblinkit built tech that most people never see.
We went deep on how it works.
A reporter spent a day as a gig worker and found the going hard, the conditions sharp and pay low.
What the reporter did not do was to spend a day doing what a gig worker would have done if he had not chosen to be a gig worker.
How do the working conditions & pay compare to the alternative? If the alternative was better then the person would be a fool to take up gig work.
This is the reality in any country. There are jobs that appear tedious and harsh to journalists and office workers. But at India’s stage of development we should be happy that there are jobs for honest people.
This doesn’t mean we stop caring or trying to change things for the better. It is to understand where we are on the developmental path, and realise that we can’t afford Scandinavian fashions at Indian incomes.