Beautiful analogy. But let’s be precise.
In 2000, companies borrowed money, inflated numbers & built capacity long before demand arrived.
Now, the world’s most profitable companies are paying cash for compute that is sold out before it’s even installed.
One was a glut.
The other is scarcity.
Completely different diseases.
Yes, the fibre stayed, the survivors won & the internet transformed the world.
AI will likely follow the similar path.
The real parallel isn’t the infrastructure build out.
It’s the financing
Lucent & Nortel financed their customers
Today, Nvidia is financing its ecosystem
That’s where the risk is.
That’s where the blood flows.
96 Indians in America built billion dollar companies.
No other country comes close.
There are only about 5 million Indians in the U.S.
That means roughly one in every 50,000 Indians there became a unicorn or billionaire founder.
Imagine if even a fraction of them had built those companies in India.
The real question is not why they succeeded abroad.
The real question is, why couldn’t India retain them?
Why do even committed patriots still see the West as the destination for opportunity?
Nationalism is not a slogan.
Nationalism is creating conditions where talented Indians choose to build, innovate & create wealth in India.
Celebrating remittances while losing founders is a poor trade off.
It’s like praising export commissions while giving away the factories.
Short term inflows. Long term value creation lost.
@svembu
Kudos Amar
A rare, sharp, self critical piece, the kind India doesn’t publish nearly enough of.
But here’s where I see it differently.
And I’m more optimistic.
India’s problem isn’t culture. It isn’t work ethic.
It’s structural.
The License Raj killed our shot at scaling up manufacturing. Then 1991 arrived. The capital came, but it doesn’t flow to factories. Not to labor.
And so today, 90% of our workforce is still informal.
The story was never missing discipline.
It’s missing factories. It’s changing now
Nations that optimize AI infrastructure costs gain a major edge in scaling deployment and adoption
By this huge infra built, India can move fast in Ai application building leveraging huge talent pool
Lower costs allow faster experimentation, broader access, and sustained investment in models
Still, capital & regulatory constraints are there - which requires government’s intervention
Dr Varghese Kurien used to welcome every new batch of recruits at the Institute of Rural Management in Anand by saying - "I can only provide you with infrastructure but your have to give it a soul"
Ambani/Adani can provide Infra but who will rise up and give it a model/soul?
@samirsaran@rajshamani@YouTube Beg to differ on many aspects - few being, fastest productivity enhancement in human history , cheapest every production facilities etc etc
🇨🇳 China's Mind-Boggling Nuclear Factory: 50 Reactors at Once 🤯
If you think the nuclear industry is stuck in slow motion, look at China. They just announced a jaw-dropping capability: they can now construct up to 50 nuclear reactors simultaneously. To put their absolute dominance into perspective, here is what the scoreboard looks like right now:
🟢 60 Reactors already up, running, and powering the grid.
🏗️ 36 Reactors actively under construction—which accounts for over half of the entire world's total nuclear builds.
🚀 7 More scheduled to be commissioned and turned on before the year ends.
🛠️ How Are They Doing It?
This isn't luck; it's a massive industrial playbook execution. China has turned nuclear deployment into a streamlined assembly line using:
Standardized Designs: No re-inventing the wheel with every build.
Mature Supply Chains: Every part and piece arrives exactly when and where it is needed.
Decisive Execution: Unwavering state momentum to deliver massive, clean, reliable baseload power at scale.
The Wake-Up Call: Nuclear isn't just a viable alternative for a clean energy transition; it is entirely essential for a high-energy future. The West needs to match this raw ambition or risk falling permanently behind in the global energy race.
🔗 Dive deeper into the full data: https://t.co/RhAgKTYjVT
#NuclearEnergy #NuclearPower #EnergySecurity #CleanEnergy #China #SMR #Infrastructure
Gurudev @Srisri at #PanIITBangaloreSummit.
A hall full of IITians.
CEO’s, CXO’s
AI founders.
Engineers.
Builders.
And the deepest insights came from stillness.
On creativity.
Intuition.
Stress-free success.
On using #AI not just to access information, but to create original innovation.
On building great teams through clarity, calmness and trust.
On building organisations where meditation creates energy, focus and high performance.
On raising children with attention span, joy and inner stability in an age of distraction.
#Technology upgrades machines.
#Meditation upgrades humans.
@ArtofLivingABC@ArtofLiving@SriSriU@paniitindia@paniit_usa
Yes , what humans see is appearance, not satya ( eternal truth )
The Upanishads declare, “Isavasyam Idam Sarvam”, all this is pervaded by the Divine
And the Divine is prema( love) not Power
“Tat tvam asi” , Thou art That
To recognise the same Self in the other is the only real strength
Hence the purpose of life is seva ( service) through love, to be useful, to live as love
Power that does not serve is destruction
Civilisations rooted in this dharma ( principle) resist anarchic wokism and alone endure
Chabahar is "symbol" of India, Iran cooperation but progess has "slowed down" due to American sanctions says Iran Foreign minister Araghchi; Points it can be "golden gate" of connectivity.
Congrats Prime Minister @narendramodi
India possesses coal reserves exceeding 400 billion tonnes, representing one of the world’s largest strategic fossil fuel endowments
During the 1940s, World War II Germany successfully deployed coal liquefaction technologies to sustain critical military fuel supplies despite severe petroleum constraints
Today, China derives nearly 80% of its urea production from coal based feedstock and operates an extensive coal gasification ecosystem processing roughly 350 million tonnes annually through dozens of large scale facilities
These examples demonstrate how advanced coal conversion technologies can materially strengthen industrial resilience, fertilizer self sufficiency and strategic energy independence
For India, accelerating investments in coal gasification and coal to chemicals infrastructure can significantly enhance long-term energy security, which remains a foundational pillar of national security and economic sovereignty
Majority of congress (47 out of 63) MLAs chose KC Venugopal. But Muslim League choice of Satheesan prevailed. Congress is Muslim league
https://t.co/gX1eEMO0KM
@HardeepSPuri Gov has worked relentlessly to cushion citizens from the worst of the global turbulence
This is the moment to stand with the nation and contribute in the spirit urged by the PM @narendramodi
Nations that chose outrage over resilience are already paying a far heavier price
India ships out $135 billion every year buying 85% of its oil from Saudi, Russia, Iraq, UAE
Every 1% ethanol blend kills $1 billion of that bill
E25 saves $5 billion, E30 saves $25 billion
That money stops flying to Riyadh and starts landing with 5 crore sugarcane farmers in UP, Maharashtra, Karnataka, Bihar
Less oil imports means less dollar demand, stronger rupee, cheaper phones and medicines for 140 crore Indians
Brazil cracked this 50 years ago and now sells more flex-fuel cars than petrol ones
Maruti, Toyota, Bajaj are already in
Mileage drops 3-5%
And every Hormuz scare reminds us that energy independence is worth more than a few kilometres
This afternoon, took part in the 45th anniversary celebrations of Art of Living and also inaugurated the Dhyan Mandir. My compliments to all those associated with Art of Living for their rich service to society, which is clearly reflected in their various initiatives.
@ArtofLiving@Gurudev
@narendramodi@OfficeOfGurudev@ArtofLiving@Gurudev What a divinely ordained moment 🙏
A rare sangam of wisdom, nationalism, consciousness and Seva
Manifesting the Bharatheeya tradition of the path of dhyāna, seva, and lokasangraha
🙏🙏🙏
While at Art of Living, met Sri Sri Ravi Shankar Ji. We had an excellent discussion on various subjects, notably the work of Art of Living. His passion towards furthering societal good is noteworthy.
@ArtofLiving@Gurudev