Ash

[Tehxi @yajnshri]

A 10-minute walk after dinner could be more important than spending an hour at the gym.

Watch this video, and you’ll never sit down after dinner the same way again 👇

[GitLawb @gitlawb]

ZERO is launched.

A new coding harness built from scratch in Go.

No bloat.
No baggage.
Just speed, agents, and pure execution.

[Tirthankar Das @tirthankardas81]

Jagsonpal Pharma : Q4FY26 marked a strong comeback for the company.

“Our business regained traction in Q4 with growth of 10% on strength of sharper strategic execution.
This is reflecting in our industry outpacing performance, with Pharmarack reflecting a 12.2% growth
for Jagsonpal as compared to IPM growth of 8.6%. Our ‘Top 10’ brands which account for ~58% of
revenues continue to drive performance "

The company has recently acquired 85% stake in Acquitas Healthcare to foray into the hospital segment.

"Good, good. We had given the guidance, ma'am, if you remember last quarter also, we had clearly mentioned and we repeat it at the cost of repetition, we are certainly targeting a 1.5x of the pharma industry growth. Currently the pharma industry is trending anywhere between 6%7% to 8%-9%. So this is the window in which it is operating. And if I calculate 1.5x of that, it translates to anywhere between 12% to 15% right now."

This is not to be construed as a buy/sell recommendation.
DYOR and invest responsibly.

[Jaynit @jaynitx]

Sergey Brin rarely speaks publicly. He sat down for an unscripted Q&A on Frontier AI.

He admits even the people building these models do not fully understand what they have created:

1. All the specialized AI models are converging into one. Google used to need separate models for different scientific problems. Now the main Gemini models are becoming state-of-the-art for math and other scientific questions at the same time. Brin says he would not have predicted this convergence at the outset, and watching it happen has been incredible.

2. Training an AI on one skill mysteriously improves unrelated skills. This is the concept of transfer. Train a model on coding, and its math reasoning gets better, and vice versa. Teaching it to process images can improve its ability to think through geometric word problems. The capabilities bleed into each other in ways nobody fully engineered.

3. Even Sergey Brin does not know how to prompt these models. He says he is genuinely confused about what level to prompt at. Do you tell it to debug a specific chunk of code, or ask it to write a better neural net training algorithm, or just say, " What should I do today. He admits that even at Google, they do not know exactly where the edges of Gemini's capabilities are.

4. One of the biggest leaps in AI came from the dumbest sounding trick. Chain-of-thought prompting is just telling the model to think step by step before giving your problem. Brin says it seemed like the dumbest thing ever, and there was no obvious reason it should work. But it did, and it spurred a significant increase in AI capability. Some of the most straightforward requests turn out to unlock the most.

5. Brin would not modify his own biology for today's AI. Asked how humans can keep up with the accelerating bandwidth of models, he acknowledged neural links and direct brain connections are being pursued. But he said he would personally wait for the technology to mature a lot before doing anything to change his biology. Today's models do not justify it.

6. Super intelligence does not mean solving the impossible. An audience member argued that true super intelligence would mean solving NP complete problems like the travelling salesman. Brin pushed back. Most computer scientists believe P is not equal to NP, which means no algorithm can reliably solve those problems optimally, and it does not matter how smart the AI is. Impossible stays impossible. Super intelligence just means being smarter than humans.

7. Computers mastering a skill has never stopped humans from pursuing it. Deep Blue beat Kasparov at chess in the 1990s, and people kept playing chess. After AlphaGo, the human game of Go advanced dramatically, and the players who lost to it became vastly better. Brin's point: AI does not retire human ambition in an area; it often pushes the state of the art and pulls people up with it.

8. Brin thinks something close to transformers could get us to AGI. Asked directly if transformers are sufficient, he said his guess is yes, largely because they have proven weirdly flexible, working for image and video far beyond their original text purpose. But he was careful to note they have quietly changed a lot along the way and are not the same architecture as the original transformer paper.

9. AGI means two different things, and one requires understanding the physical world. Brin personally thinks of AGI as AI that can improve itself. But he concedes others define it as AI that can do anything a person can, and he thinks they are probably more correct. To do everything a person can, the AI must understand and interact with the physical world, which is why world models, and robotics, become essential.

10. Inside Google, they now use the AI to build the AI. Brin says the team has shifted a lot of energy toward having the AI do things like monitor training runs and generate its own training data. You start to use the tool to build the tool. That is most of what he spends his time on now, what he calls the self-improvement game.

11. Brin is unusually candid about where Google trails its competitors. He admits Google was a little late to focus deeply on coding. He says Gemini 3.0 and 3.1 were on top across the board six months ago, but other labs have since made strides, particularly in coding. He gives a competitor's model the edge now on deep coding and overnight tasks, while pitching Gemini's flash model as far faster for rapid interactive iteration. hindsight, he says, is that they should have focused on code earlier.

12. He sees his own role as a rabble-rouser, not a manager. Brin is honest that delivering Gemini is Corey and Demis's responsibility, not his. he describes his job as poking and prodding the team, asking, are you really doing that, reminding them of priorities they might be missing and ideas they are not paying enough attention to. He admits this is sometimes a little disruptive.

13. Confidence comes from ignoring the monthly temperature. Brin says if he judged Google's position every month by which competitor just shipped a model, he would lose his confidence very quickly. Instead, he watches the longer arc. Things shift around constantly; one lab leads on one thing, another pulls ahead somewhere else, and he feels good about where Gemini actually is despite the day-to-day noise.

[Rahul Mathur @Rahul_J_Mathur]

I’ve automated 80% of my 2024 desk job. AI now saves me 600+ hrs per yr.

On 30th June 2025, I shared my 10,000 hours of AI goal. I’m now 750+ hours into this journey.

My set-up costs ~$12k per annum and saves ~$60k in notional labor costs i.e. a base case ROI of 5x on labor cost savings and upside benefit from faster & 24x7 work completion.

I now have ~3.5 hrs of additional time per day to focus on outbound activities e.g. getting on the plane, meeting founders & experts F2F, going to events etc

Here’s a quick summary of my work OS:

[Hamza Khalid @humzaakhalid]

this is f*cking gold

this guy on reddit just revealed the full blueprint of how one person turned $20,000 into a $1.8 billion company

if I had this a year ago, I would've seen the Medvi blueprint coming instead of being shocked by it

in the right hands, this changes everything:

[Rajiv Bhuva @RajivBhuva]

@AlphaWizarDD Check my 2017 story on Prof. ##Mankekar for @FortuneIndia https://t.co/SksApXtHns
#ShivanandMankekar

[Shashank Mattoo @MattooShashank]

Pakistani Journalist: PAK's problems come from its borders with India, Afghanistan etc

Ex-Singapore Ambassador: That is an excuse. Pakistan has been mismanaged from the beginning. I don't see any solution. Your politicians are a waste of time. The military is part of the problem

[Investor Yash @investwithyash_]

My core learning in SME investing-

‘‘Never miss Smaller base + Good sector company at initial stage’’
(missed Anondita & Prizor)

But this time I didn’t repeat my mistake.
I picked some good names.
(Highness, Merritronix, Apsis aero, Qline, Hannah)

[Tansu Yegen @TansuYegen]

A Saudi engineer won Toastmasters by proving words can be strength.

[Shashank Mattoo @MattooShashank]

Ex-Pepsi CEO Indira Nooyi on India and China:

China is relatively homogenous. It's easier to spend time in China than India as a visitor. India is going to be impossible if you like clean, orderly living. The beauty of India is in its chaos. If you like chaos, you go back.

[James Lucas @JamesLucasIT]

This is real footage from 120 years ago.

None of the people in it knew that the city around them had four days left...

What you are watching is a cable car gliding down Market Street in San Francisco, filmed on the 14th of April, 1906.

The camera was mounted on the front of the car, so you see the city exactly as it was: the crowds, the horse-drawn carriages, the early automobiles weaving through traffic, the men in hats, the great buildings rising on either side. An ordinary spring afternoon in a thriving American city.

Four days later, on the morning of the 18th of April, a magnitude 7.9 earthquake struck. The shaking lasted under a minute, but it ignited fires that burned through the city for days...

By the time it was over, more than 3,000 people were dead and roughly 80 percent of San Francisco had been destroyed. Almost every building you see in this footage was gone.

And the film itself nearly went with it.

The negative was placed on a train bound for New York on the 17th of April, the day before the earthquake. Had it left a single day later, it would have burned in the fire along with the studio that made it.

This entire moving record of a lost city survives because of one day...

[Ash @learningash]

@stokkinvesting Thank you

[Ash @learningash]

@stokkinvesting Thanks. Wish Ambika would put out a PPT or do a confcall

[Ash @learningash]

@itsnitinverma Superb analysis as always

[Abhishek @abhi2010ahm]

#morepen laboratories
The company is a leader in the pharmaceutical and medical devices industry, holding the top position in 6 APIs

#multibagger possibility
wave I (leading diagonal) ran for 13 years and gave 3500% returns
Wave II is near ending
Wave III is in future and can run for 3-4 years
4500% returns in next 4-5 years possibility

Always remember leading diagonals in wave I gives a very good rally in wave III.

Bookmark this tweet

[The Corporate Bull @ShankyG61602294]

A lot of people ask me what is the most important skill to have in market and my answer is always this-
Having patience with your conviction

#Kernex is yet another example of this.

I have written numerous times how it was almost a given that kernex will get 4.0 approval. A lot of people who even believed in the company and Kavach Theme got Impatient and sold because approval was taking time.

Its finally here and with an order book so huge, company is on its way to humongous growth for next 2 years.

So next time when you believe in something, don’t get swayed away by short term price movements/news and stay invested.

#nse #bse #stocks

[Vinayak Khosla @vinayak_kh56506]

Initiating Coverage - Standard Engineering
(Special Situation, Entry into multibagger industry)

Fact - The company acquired a company with the promotor who was in the founding team of Ctrl S

0:00 Introduction
1:00 About SETL
5:00 Acquisition Details of Scale Energy
9:05 Expansion plans of Ctrl S
10:15 Breakup of Data Center CAPEX
11:30 Product segments of GScale
15:05 TAM for GScale
21:25 Thesis and Anti-Thesis
30:54 Valuation model

Disclaimer - We are not SEBI registered. No recommendation.