Rajan Luthra

Dig.Platforms, Jt Ops Cntr, Strategic Investments-RIL;Distinguished Fellow-ORF
Innovation Council-Jio Institute;Hon Practice Fellow-ISST Imperial College London

[Rajan Luthra @RLuthra]

"The era of a western dominated world order is over". The future will be shaped by the #globalSouth

President Dr Alexander Stubb @alexstubb of @finland at #RaisinaDialogue2026

"it is time we all became a bit more #Indian"

"Passivity is not a strategy"

Simply brilliant 👏

[Rajan Luthra @RLuthra]

#AfraidofAI (job loss) vs #EmbraceAI (productivity gain) is the on-going though futile debate. The answer has to be the latter!

As Shri Mukesh Ambani said recently (see pic) that #AI is "once in tens of centuries opportunity" for enabling India to reach 10X per capita GDP.

[Prashant Nair @_prashantnair]

"Do we want to be afraid of the AI disruption ? Or do we want to look at the opportunities of what is now possible ? I want to focus on the later"

The sell-off in Indian IT stocks is fueled by a powerful narrative that AI agents will automate complex enterprise workflows & capture a disproportionate share of software budgets.

I spoke with Dr. Vishal Sikka, former CEO of Infosys & someone who has been intimately involved with AI for a long time.

10 key points. Hope it helps.

1. Disruption is Real but Gradual -> While the application of generative AI to knowledge work is a "real" disruption that is "here," large enterprises are like "civilizations" or "countries"; their complexity means adoption takes significant time.

2. The Gap Between Potential & Reality -> Addressing fears of immediate price deflation, Sikka notes there is a "gap" between the potential of AI and the "actual reality of creating an enterprise-ready offering". Whether it hits a particular project or quarter "depends on the nature of the situation," and for many complex services, it "might take years" for these new offerings to show up.

3. The Lesson of Waymo -> Sikka notes that autonomous driving was proven at Stanford 20 years ago, yet today Waymo still accounts for "less than 1% of all the taxi type rides" in the US, illustrating that technological breakthroughs take decades to fully diffuse.

4. Acceleration through Integration -> The pace has accelerated shaprply (in the last few weeks) because "frontier model companies have integrated tools into the models," such as Python interpreters & compilers, making them exponentially more powerful & easier to integrate into workflows.+

5. The Productivity Leap -> Sikka highlights a staggering real-world example where a student rebuilt a site that previously took 15 people over nine months by himself in just 14 days.

6. The "Jagged Frontier" -> Not all tasks or people see the same gains; productivity increases depend on the "nature of the task" & whether the individual has the "fundamentals" to wield AI effectively.

7. Deflationary Pressure is Conditional -> Whether AI hits a specific project's pricing or a particular quarter's revenue depends on the "service line" & the "nature of the situation," as the gap between AI's potential & enterprise reality varies.

8. Strategy in Minutes, Not Months -> Using his product, Hila, Sikka's customers performed complex business "scenario simulations" in "one minute to five minutes" that would have normally taken "armies of people" & months to execute. He highlights this example to point out that AI is being used not to just code faster but also for strategy purposes.

9. Switch from Operators to Creators -> The fundamental challenge for India's IT professionals is to "switch from being operators and executors of what is known, towards being creators and innovators of what is not yet known".

10. Adaptation is the Survival Equation -> India has thrived through disruptions like Y2K, mobile & cloud; the current goal is to "adapt to this and make it a tailwind" faster than it destroys the prior generation of work. Much like how everyone is now a "photographer" because of phone cameras, AI is shifting power to the end user. Sikka warns, "it behooves us to find opportunities in that shift... There is not that much time"

#Nifty #BankNifty #India #stockmarkets @CNBCTV18News @ShereenBhan

[Press Trust of India @PTI_News]

STORY | Air India pilot reports Dreamliner fuel control switch defect; airline grounds plane

An Air India pilot on Monday reported a defect with the fuel control switch of a Boeing 787-8 plane after operating the flight from London Heathrow to Bengaluru, and the airline has grounded the aircraft for checks, according to sources.

READ: https://t.co/BEx8mGV2f2

(Image Source: Third Party)

[Vuk Jeremić @jeremic_vuk]

There are moments in sport when the scoreboard becomes irrelevant, when what unfolds in front of us feels less like competition and more like history. Under the lights of Rod Laver Arena tonight, Novak Djokovic @DjokerNole stood across the net from time itself—and refused to step aside.

He didn’t win the historic 11th Australian Open title. And yet, what Novak produced felt even more improbable than just another record. At the age of 38, he played on equal terms with Carlos Alcaraz @carlosalcaraz, the best player in the world today—a player who was just ONE year old when Novak played his first Australian Open.

Let that sink in.

This wasn’t a symbolic appearance or a nostalgic echo of former greatness. This was Novak Djokovic competing, suffering, adapting, and believing at the highest possible level—against youth, speed, and the new era embodied in Alcaraz. Nobody in tennis has ever managed anything remotely close to this. Not across eras. Not across generations. Not with this level of relevance.

What we saw in Australia was courage in its purest form. The courage to step onto the biggest stage knowing that time, physics, and history are stacked against you—and conquering it anyway.

Novak’s greatness has never been only about his innumerable titles—it is about his character. About standing alone. About enduring doubt, pressure, and expectation, and still showing up with the same fire.

That is why he belongs in the company of figures larger than sport itself. Like Muhammad Ali, he carried conviction and fought battles far beyond the scoreboard. And he will continue doing so.

Novak Djokovic didn’t lose in Melbourne tonight. He showed us what timeless greatness looks like.

[Rajan Luthra @RLuthra]

@Iamsamirarora @Iamsamirarora - you are incorrect about the most important metric in this case - break points converted! That's the only one that mattered in the end! Key reason for that is the significant mental strength edge that @DjokerNole had over @janniksin

[Rajan Luthra @RLuthra]

#extraaaserve enjoying your discussion

@DjokerNole simply is THE best athlete ever on this planet! With the best heart and the ultimate mind!

GoFor25 Djoko

[Reliance Industries Limited @RIL_Updates]

MEDIA STATEMENT

Mumbai, 29th December 2025

The contents of the report titled “India claims $30 billion from Reliance Industries, BP for underproduction from gas field, sources say” are factually incorrect.

The publication of a report such as this based on unnamed and unidentified sources is inappropriate and irresponsible.

There is NO claim of $ 30 Billion against Reliance and BP. The claim made by Government of India in relation to KG D6 Block is of the order of $ 247 Million which has been appropriately and consistently disclosed in the Company’s annual audited financial statements, in accordance with its disclosure requirements.

The matters referred to in the report are entirely sub judice and would be determined in accordance with the laws of the country by its judicial system, in which Reliance has full faith. Reliance Industries Limited, together with its partner BP has at all times complied with its contractual and legal obligations and take strong exception to mischaracterization of facts in the report.

[Rajan Luthra @RLuthra]

@vtchakarova Well said @vtchakarova

#SpaceTech is not just dual use (defence & civil). It is critical for our societal sustenance today and in the future.

[Rajan Luthra @RLuthra]

@livemint @livemint - the two numbers on bottom left of your graphic are interchanged! Surprised at this not being detected before publishing.

Please do correct as they make for very amusing reading as of now.

[Reliance Industries Limited @RIL_Updates]

Statement from Mr. Mukesh D Ambani, Chairman and Managing Director, Reliance Industries Limited

[Raisina Dialogue @raisinadialogue]

#Raisina2025 | DeepSeek vs. the West: Is #AI the new frontline of geopolitical rivalry?

Watch @smritiirani, @gioasempre, @FAHEEMAHAMED, @MarietjeSchaake, @tehillaaltshul1 & @debjani_ghosh_ at #RaisinaDialogue2025

@raisinadialogue

https://t.co/OX6XkXUhyl

[ORF @orfonline]

#Raisina2025 | India Will Have 1 Million Startups by 2035

Watch @NandanNilekani shares his bold vision for #India's startup ecosystem at #RaisinaDialogue2025

@raisinadialogue

https://t.co/3SUEDxjitK

[Raisina Dialogue @raisinadialogue]

@OmranSharaf @RLuthra @FAHEEMAHAMED @buzzindelhi @jayesh_ranjan Historically, the #private sector and #academia have driven societal innovation, but #governments now play a key role in applying #deeptech. Closer collaboration is required between these sectors.

#RaisinaMiddleEast

[Rajan Luthra @RLuthra]

@samirsaran @Davos @wef Very timely and thought provoking paper @samirsaran @wef

Especially the goal to keep research and innovation lean, dispersed, competitive & inclusive is so very important.

[ORF GeoTech @orfgeotech]

"This report ventures away from the regulation-and-laissez-faire dichotomy in #AI governance and proposes an alternative approach: the ‘Mumbai and Tel Aviv effect’, from @tehillaalshul1
@rluthra, read the report to know more: https://t.co/8JXJF4xfyf "

[Rajan Luthra @RLuthra]

@British_Airways canceled my wife's flt into @HeathrowAirport at last min for tech fault. Booked her on @lufthansa but even that got delayed. 2 officers in BOM & LHR showed extraordinary #empathy & #CustomerFirst focus to help catch her @airindia flt at last min! Highly grateful!

[Rajan Luthra @RLuthra]

As usual, complex geopolitics and India's stand explained by @DrSJaishankar in a crisp, direct and easy to comprehend simplicity.

Focus on #Resilient, #reliable and #redundant #supplychain is the key takeaway for me!

[Dr. S. Jaishankar @DrSJaishankar]

Addressing the @fpcindo Global Townhall 2024 session on ‘Anticipating Greater Geopolitical Turbulence Ahead, and Finding Ways to Calm the Storm’. 

#GTH2024 https://t.co/86i5A69Fbs

[Rajan Luthra @RLuthra]

Deep Tech Network

Excited to be curating the launch of another @orfonline platform on #DeepTech in #Dubai on 17Aug

A much needed strategic platform for collaboration between #Innovators & #investors

https://t.co/qr0PtLfjQ7

[ORF Middle East @orfmiddleeast]

.@RLuthra, Distinguished Fellow, Observer Research Foundation; Chairman's Office, Head-Special Projects, Reliance Industries, India will join us at the inaugural convening of the "Deep Tech Network"!

16-17 August 2024 | Dubai, UAE

For more: https://t.co/KWFc7PqGxx

#DeepTech #DeepTechNetwork

[ASPI @ASPI_org]

ASIO’s raise in threat level reflects changing terrorism landscape | @johncoyne14, Henry Campbell, Angela Suriyasenee and @BassiJustin | https://t.co/ForDddMorV