Ramdas

[Ricardo @Ric_RTP]

Google just launched a direct attack on Nvidia's most valuable asset.

Not their chips. Their SOFTWARE.

And if this works, Nvidia's $4 trillion empire collapses.

Here's what just leaked:

Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs.

Why does this matter?

PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it.

And PyTorch was built around Nvidia's CUDA software.

Wall Street analysts call CUDA "Nvidia's strongest defensive wall."

It's the reason companies can't easily switch away from Nvidia even when alternatives exist.

You don't just buy Nvidia chips. You buy into their entire ecosystem.

Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops.

So companies stay locked in.

Even when Nvidia raises prices. Even when supply runs short.

That's not a hardware moat. That's a SOFTWARE prison.

And Google just found the escape route.

Here's the problem Nvidia created for itself:

Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost.

But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch.

That means if you want to use Google TPUs, you have to rewrite your entire codebase.

Nobody wants to do that.

So Google TPUs sit unused while developers fight over Nvidia chips.

Until now.

TorchTPU makes PyTorch run natively on Google hardware.

No rewrites. No performance loss. No months of engineering.

You just... switch.

And Google is partnering with META (who built PyTorch) to make it happen.

They're even considering OPEN-SOURCING parts of it to speed adoption.

Translation: Google is willing to give this away for free just to break Nvidia's lock.

The implications are insane:

Every company currently paying Nvidia's premium prices suddenly has a way out.

Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google.

Nvidia's pricing power evaporates overnight.

And the timing is perfect:

Nvidia is already facing heat. Semiconductor index dropped 3% today.

Oracle just lost their biggest investor over AI spending concerns.

Companies are realizing AI infrastructure costs are unsustainable.

Now Google hands them an alternative. Same performance. Lower cost. Better availability.

Jensen Huang knows exactly what this means.

CUDA has been Nvidia's untouchable advantage for YEARS.

It's why Nvidia trades at 50x earnings while AMD trades at 25x.

The software moat justified the premium.

But if Google removes that switching cost?

Nvidia becomes just another chip company.

And chip companies compete on price, not ecosystem lock-in.

Here's what happens next:

Google needs 12-18 months to make TorchTPU production-ready.

If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing.

Amazon already building their own Trainium chips. Microsoft making Maia.

They're all trying to escape Nvidia. Google just gave them the software bridge.

Nvidia's response options are limited:

They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source.

Their only play is to keep improving CUDA faster than Google can catch up.

But that's a race, not a moat.

The market isn't pricing this in yet.

Nvidia down 2% today. Google down 2%.

Investors think this is just "another competitor."

They don't understand this is an attack on the FOUNDATION of Nvidia's valuation.

Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion.

Google is attacking the lock-in.

Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia.

The "Nvidia is unstoppable" narrative dies.

And a $4 trillion valuation built on software moats gets repriced.

[Nina @HeyNina101]

Free Playlist Stanford LLM Course here https://t.co/dOsBIPI3Hy

[That Marine Guy🇮🇳 @thatmarineguy21]

An Indian who had been living in Japan for more than a yr noticed something strange : his Japanese friends were polite & helpful, yet none of them ever invited him to their home, not even for a cup of tea.

Confused & hurt, he finally asked one Japanese friend why this was so.

After a long silence, the friend replied, "We are taught Indian history… not for inspiration, but as a warning."

The Indian, astonished, asked, "A warning? Indian history is taught as a warning? Please explain why."

The Japanese friend asked, "How many English ruled India?"

The Indian replied, "Maybe… about 10,000?"

The Japanese person nodded seriously & asked, "At that time, weren’t there over 300 million Indians?"

"So who committed the atrocities on your people? Who followed the orders to whip, torture, & shoot them?"

He asked emphatically, "When General Dyer ordered the firing at Jallianwala Bagh, who pulled the trigger? Was it the English soldiers? No, it was Indians."

"Why didn’t anyone point their rifle at General Dyer, not a single person?" He continued, "The slavery you talk about—this was your real slavery. Not of the body, but of the soul."*

The Indian stood motionless, silent, & ashamed.

The Japanese friend continued, "How many Mughals came from Central Asia? Maybe a few thousand? And yet they ruled you for centuries."

"The Mughals did not rule India through their numbers; it was your own people who bowed to them, obeyed them, betrayed their own, and showed loyalty to the Mughals. Either to survive or for silver coins."

"Your own people converted to their religions."

"Your own people betrayed your heroes to the English. Who betrayed Chandrashekhar Azad? Who informed the English about his hiding place in Alfred Park?"

"Bhagat Singh was not easily executed without the permission of those people (Gandhi-Nehrus) who called themselves patriots."

"You Indians do not need foreign enemies. Your own people repeatedly betray you for power, position, and personal gain. That is why we keep distance from Indians."

"When the English came to Hong Kong and Singapore, not a single local joined their army. But in India, you did not just join the enemy’s army—you served them. You worshipped them. You killed your own people to please them."

"Even today, you have not changed. You have learned no lessons from history. Even for a little free electricity, a bottle of alcohol, or a blanket—you sell your vote, your conscience, and your voice without thinking."

"You chant slogans, protest, but when the country needs your sacrifice, where are you? Your first loyalty is still to your home, family, wife, children, and wealth.

The rest—country —can go to hell."

After saying this, the Japanese left, and the Indian stood there, head bowed, frozen in shame.

[Balu Gorade @BaluGorade]

Zoho is doing some impressive work.

Give these swadeshi apps a try!

[Dylan Patel @dylan522p]

If you survive at Intel for more than 5 years you have a PhD in politics
And then you go on to Microsoft to do a post doc

[Kamal Saini | Biomechanics Coach @KOACHKAMALSAINI]

Problem of mindset..
Same protein, less price, readily available.
Just marketing by adding the prefix protein to the product doesn't make the product protein rich.

There are many stuffs out there which contains protein but no one knows.

[Fernando Cao @thefernandocz]

The most dangerous man in tech isn't Elon Musk or Sam Altman.

It's the ex-CEO of Twitter that Musk fired.

He's been quietly building an AI empire that crushes Chat GPT-5.

Now he's about to unleash it.

Here's how Parag Agrawal just outplayed the entire AI industry:

[Ramdas @ramdas2m]

@Niva_Bupa claim process is a harassment. Never ever take a policy from them and spread the word. They will sit on a claim and find some stupid reason to reject. #nivabupa

[Darshak Rana ⚡️ @thedarshakrana]

Doctors thought it was a trick.

So they locked him in a room.

Monitored 24/7
No contact with the outside world .

Body scans.
Blood tests.
Retinal exams

But day after day…

He stayed alive
Energetic
Healthy

It went on for 411 days.

[Ramdas @ramdas2m]

@RahulVellal Congratulations for shining in academics along with outstanding music achievements!

[ChristinMathewPhilip @ChristinMP_]

Bengaluru’s Outer Ring Road at breaking point: Traffic woes, poor infra trigger outrage

@DKShivakumar @BBMPCOMM @BBMPAdmn

https://t.co/iXT2qhyKq7

[Clandestine @WarClandestine]

Wow… Trump is not playing games.

Trump says he believes Russia and the People of Ukraine are willing to make a deal, but that Zelensky is not.

Trump warns Zelensky that he “won’t be around very long” if he is not willing to make a peace deal.

🔥Scorched-earth on Zelensky🔥

[STAR Boy TARUN @Starboy2079]

Just for revenue of Rs 25000 crore, we allowed to lose wealth of Rs 95 lac crore

With highest capital gain tax in the world
highest STT in the world
Week Rupee
Average industry growth
Why any FII would like to invest in India ?

Remove STT and Capital gain tax on equities now

[Muthukrishnan Dhandapani @dmuthuk]

No doubts bear markets are unavoidable and is part of cyclical nature of the markets. But central government too has contributed significantly for the current bear market.

Previously STT (Securities Transaction Tax) was brought in the place of capital gains tax and long term capital gains tax was duly abolished. Modi government brought back the capital gains tax and did not withdraw STT which was actually a substitute for capital gains tax.

Adding salt to the wound, it increased both STT and capital gains tax significantly last year. We are the only country in the world to levy capital gains taxes on FIIs (Foreign Institutional Investors). Not only this tax has been spooking them but last year increase was last straw in camel’s back. And no one knows for sure where this government would stop -12.5% or 15% or 18% or 20%. There is no policy consistency or clarity.

FIIs have been selling hugely almost every other day since then. Instead of inviting them for a discussion and understand their concerns, the government’s constant rant has been let FII go if they want to go and we’ve retail money to support the markets. Now, even retail money has started drying up.

Even well-developed nations, care about FIIs and their investments into their markets. Whereas despite being a poor country, we are very arrogant, create policies unfavourable to FIIs and doesn’t care if they leave.

While chasing away foreign money by their actions, the government was talking up the markets nudging even ignorant Indians to invest. Prime Minister asked people to invest in PSUs stocks. Many of them have now fallen a lot, even as high as more than 50%. During elections, which was almost close to the last market peak, Prime Minister, Home Minister and External Affairs Minister enticed public to invest in markets. It is irresponsible on the part of government to keep talking up about markets.

The government even took credit for bull market. Will they now take the blame for bear market? Markets are always cyclical. Both bull and bear markets keep occurring naturally. Government, as far as possible, should not speak about markets. They are there only to regulate the markets through finance ministry and SEBI.

What government is going to answer those people who are ignorant of markets, but invested in it and especially in PSUs because they were nudged by Prime Minister and other senior ministers?

Government chasing away foreign money by their taxation policies and actions is affecting tens of millions of Indian investors. How government is going to remedy this?

When government will understand the importance of capital markets as a necessity for a sound and healthy economy?

FIIs already face market and currency risks. At least taxation and policy risks can be avoided by the government.

Will government at least act now to bring foreign investors back?

[Whitefield Rising @WFRising]

Horrendous traffic all across Whitefield today.

Possible spillover from the KPTCL work for laying lines, digging up both sides of ITPL Main Road.

Excellent planning 🙄

[arun v @unraveaero]

Totally sympathise with her. Life in Indian metros has become very very tough even for the well heeled

[Satish Acharya @satishacharya]

Income tax relief. Cartoon for @DainikBhaskar #Budget2025

[Gabbar @Gabbar0099]

Bitter Truth 🎯

[Mohandas Pai @TVMohandasPai]

@narendramodi @PMOIndia @nsitharaman @FinMinIndia PM Sir, best wishes for 2025- Pl make it a year of Big Reforms-Budget 25-26 should be start.
Pl give relief to long suffering middle class IT payers. They are very upset with NDA but voted for you. The individual tax collection has gone up from Rs 4.87l cr in 20-21 to Rs 10.45l cr in 23-24! 114% increase over 3 years. 24-25 gross Individuals IT collection up by 22%, net may reach 12.5l cr!
MC IT payers are seeing much lower cash to spend due to high taxes,inflation,very high school and college fees,lower increase in income!
Pl enlarge tax slab- upto Rs 5l no tax, 5-10l only 10%, 10-20l 20%, above 20l max 30%, with SC only above 50l. No deductions except 80 D and 80G. Scheme as an option in lieu of current complex option.
For seniors above 60 tax to kick in only at 7.5l, seniors above 70 no tax til 10l income.
No compulsion to file return till 5l unless for refund.
Today deduction for housing loan is big but only 1.2cr tax payers out of 3.5 cr payers can get this as only they have housing loan. People need more money to spend.
This will increase compliance from business too.

Pl give big relief to long suffering middle class.

Pl Stop TAX TERRORISM as promised in 2014! Disputed amounts today above Rs 12.5l cr from Rs 4.5l in 2014. Big failure of ITD and @FinMinIndia Pl declare 2025-26 as Year of Tax dispute resolution. Focus on clearing tax disputes only Pl do not create new disputes for 2025-26 Every year appeals at CIT A has only gone up, shows gross inefficiency, tax terrorism and lack of focus by CBDT. Pl punish officials who lose multiple cases in court. Data says more than 70% disputes lost in appeal showing big tax terrorism and multiple cases of bad assessments

Pl give relief to IT paying honest middle class. Today centre and state spend more than Rs 900,000 cr of subsidies in India for bottom 60% but middle class bears most burden of tax, getting poorer, ignored and very very angry with no relief. Cost of living has become unbearable to very many.

PM Sir pl intervene and ensure relief. These are your long term staunch voters and supporters who have suffered immensely.

@AmitShah @amitmalviya @Sanju_Verma_ @sanjeevsanyal @pradip103 @pravchak @PiyushGoyal @nitin_gadkari @DattaHosabale @MUKUNDAckpura @latha_venkatesh @ShereenBhan @BDUTT @RShivshankar @CNBCTV18Live @ETNOWlive