Chennai has quietly become one of India's biggest DATA CENTER hubs. Data centres coming to India in a big way is good news.
But there's one question I keep turning over.
The world is worried about AI bidding up the price of LAND and ENERGY. India is choosing to welcome it anyway, even offering eligible foreign cloud companies a tax holiday till 2047.
At the same time, India has signed deals to send power to Saudi Arabia and the UAE through undersea cables, and is in talks to supply solar power to Singapore.
In the US, communities have blocked or delayed tens of billions of dollars of DATA CENTER projects, worried about their POWER and WATER.
And DATA CENTERS are hungry. They need large plots of LAND, steady POWER and a lot of WATER. Ours used around 100 billion litres of water last year, and that could more than double by 2030. Yet once they're built, they employ surprisingly few people.
To be fair, they BRING INVESTMENT and a WIDER WEB of jobs, and much of the data they hold is our own.
So I'm NOT asking whether we should build them. I'm asking whether we're getting enough back.., clean power, recycled water, local skills!
what Samsung is really trying to hold on to isnt people, its experience.
you can copy a design and buy the same machines. But the know how of someone who has solved the same hard problem a thousand times leaves the building with them.
thats the part India will need most as we build our own chip industry. Factories we can set up. Experience takes years, and it has to stay.
I keep coming back to the story of Dunzo and Blinkit.
Same idea, groceries at your door in minutes. Same bet, spend heavily and grow fast. Only one of them is still around.
Blinkit had Zomato's delivery network already in place when it started racing. Dunzo drifted away from what it was good at, trying to keep up. Today, Blinkit has just started making a profit, and Dunzo has shut down.
We hear “prioritise growth over margin” so often that it almost sounds like a rule. But I’ve always felt something matters before both: what you’re building on.
Growth won't fix a weak foundation. If anything, it just makes the cracks show up faster.
So maybe before deciding between growth and margin, it’s worth asking ourselves: what is our growth actually standing on?
Saw a trend going around lately...
Human made is the new Luxury!
Reading this.., I think its already happening.
If AI gets better at almost everything, the things made with human time, skill and care become rarer, and more valued.
Maybe thats part of the answer to “how do humans find meaning?”
Came across this image today and ended up reading the study behind it...
Turns out its from a study done at the Uni of Illinois years ago.., found that children did better on an attention test after a 20 min walk than after 20 min of sitting still. A small study, but the researchers believed the benefit may stay with us through life.
Seventeen years later, Gen Z has given it a name... WALKMAXXING!
not that I'm trying to keep up with Gen Z... Its just lovely to see an old habit find a new name.
For years, my evenings have ended with a few rounds at Race Course, the walking track I keep going back to. No targets, no tracking. Just the same walk, almost every day.
Gen Z calls it consistency over intensity. I couldn’t have put it better myself.
Just a thought.....
a word I've been coming across a lot lately... vibe coding!.. u simply describe what you want, and the AI writes the code for you.
Some of the biggest names in tech now say learning to code doesnt matter anymore, but its worth pausing on who's saying it.... Often, its the same companies selling the AI that does the coding.
that doesnt make them wrong...
but it should make us think...
when we stop learning how something works, we don’t remove our dependence. we just move it, from our own skills to someone else's tools.
A builder who understands the foundation can work with any tool. A builder who only knows the tool is replaceable the day it changes, or the day its price does.
So which future are we heading into
more people who can build, or more people who can only ask?
"What does your country have?"... You've probably seen the meme.
Everyone answers with something to show off. The AI race, the chip race, the satellite race are all just bigger versions of the same question.
India's answer looks good on paper. Patent filings hit a record last year, and Tamil Nadu filed more than any other state.
But look closer, and most of those patents came from colleges. Startups barely made a dent.
So we're clearly good at inventing things. We're still learning to turn them into products people can buy.
A patent is a promise. A product is the proof.
That gap between the lab and the market is where India's next great companies will come from. Some are probably being built right now, in a college lab or a small workshop nobody’s written about yet.
Drop one Indian innovation you've seen or used that more people should know about...
And if you're building something, or even just thinking about it, feel free to share it...