Rohit Dogra

Student of life. On a trip to no where. Tweets/Retweets are an expression of how I see the world. Unless you are tagged, take them seriously at your own risk.

[Rohit Dogra @rohitdogra]

Like how they build and launch systems, "Designed for Failure" in the first place. Keeping self interest in mind and not the end user.

[Venkatesh Alla @venkat_fin9]

5 things the government will NOT tell you about E20:

1) 80% of vehicles on the road aren't compatible.
2) Mileage drop can hit 20%.
3) Ethanol corrodes older rubber seals.
4) No pump labelling required.
5) E30 standards were just quietly notified.

This is how a Government impliment something which effects crores of people. This is nothing but illegal and biggest scam in india.

[Rohit Dogra @rohitdogra]

This is an interesting conundrum that can go either way or perhaps both strategies could coexist or a third hybrid approach could be an answer. Can AI answer for them? If yes, can they act as per that answer?

[Vikas Vij @TheClubJunto]

Accenture vs. Indian IT: Who Wins the AI Battle

1. Accenture’s AI Pivot: Betting that AI will be so powerful that it will replace IT services.

2. TCS/Infosys Domain Expertise: Betting that “Enterprise Complexity” will be so high that clients will needs IT services.

INSIGHTS:

Accenture: IT’s “Kodak Moment”

a. Replit: In April 2026, Accenture invested in Replit, a platform that uses agentic “vibe coding” to build enterprise software.

Instead of billing a client for 50 junior developers to write code over 6 months, Accenture can license the “Replit” platform to the client to do the same job in days or weeks.

b. AI Refinery: Launched in 2025-26, the Refinery is building AI agents that can handle custom, enterprise-grade tasks. They can execute a mortgage application, design a marketing campaign, or manage a warehouse.

Different AI agents can “talk” to each other to solve a multi-step problem, like a group of human experts in a room.

c. Faculty AI: In March 2026, Accenture acquired Faculty AI for $1 billion. Accenture has a major consulting business (unlike TCS/Infosys).

Faculty AI eliminates the human consulting process, and acts like a decision engine. Client does not need to hire expensive consultants to make complex, mission-critical decisions. They simply rent Accenture’s decision engine.

Faculty AI acquisition comes with its CEO, Dr. Marc Warner, who has been appointed the Global CTO (Chief Technology Officer) of Accenture. The team includes 400+ “AI-native” specialists, including PhDs in quantum physics.

With the CTO appointment of Dr. Warner, Accenture has made its intent clear that it is now led by an AI product architect, and not by service experts.

TCS/Infosys: IT is Forever

a. TCS – Coastal Cloud: In Jan 2026, TCS spent $700 million to acquire Coastal Cloud. It comes with 400+ specialists with Salesforce certifications. Coastal Cloud has the expertise to “implement” Salesforce’s AI agents for clients.

b. Infosys – Stratus/Optimum: In Mar 2026, Infosys spent $560 million on acquiring these two domain specialists in the fields of insurance and healthcare.

c. TCS and Infosys are betting that while AI can write code, it cannot understand the nuances of a 50-year-old insurance legacy system or a complex hospital workflow or a US manufacturer’s non-standardized quotation-to-sales process.

Their first bet is that Fortune 500 companies won’t trust a “Do-It-Yourself” AI platform or AI agent to handle their mission-critical tasks and data without human backing.

Their second bet is that “Enterprise Complexity” will increase faster than AI can simplify it. Companies will want more code and more complex integrations in order to go to the next level of productivity.

That will keep TCS and Infosys in business, though along with AI “co-pilots.”

Who Wins the Battle?

a. If AI platforms and agents become so powerful that a company needs 90% AI and just 10% human workforce to deploy, use, and supervise the solutions, Indian IT sector is in trouble.

b. In the 1980s IBM vs. Microsoft war, IBM believed that computing was so inherently complex that companies would always need IBM to manage their hardware and software systems. Microsoft made Windows so simple that even a child could use it.

c. SAP and Oracle survived because every company’s HR and Finance functions were so different that you needed an army of experts to implement it. So, the winner is determined by where the complexity eventually lives.

ENDPIECE

Infosys was founded in 1981. Having spent half a century building the world’s most efficient human supply chain, it is psychologically hard to admit that much of that infrastructure is now a liability.

Secondly, in India, failure is a dirty word. If you take risk and fail, you will be judged harshly. On the other hand, if you don’t take risk, and let the company die gradually, you will retire with glory.

@arabicatrader

[Rohit Dogra @rohitdogra]

@rednivrug15 @unseenvalue The market can remain irrational longer than you can remain solvent. Nobody knows anything beyond a point.

[Rohit Dogra @rohitdogra]

This is how we should also celebrate our history, culture and our monuments. Splendid show of legacy. Egyptian civilization was great. Indian civilization was older and have lot to offer. Can boost tourism @gssjodhpur and @narendramodi sir. https://t.co/mFHruzwec1

[Sridhar Vembu @svembu]

Educated Indian elite - I count myself in this - accepted what is known as the "Washington Consensus", with globalization driven by the World Economic Forum, Davos.

That era received a mortal blow during the Global Financial Crisis in 2008-9, died during the pandemic and today we perform the last rites.

Here is how I believe we should navigate this new era, treating this challenge as an opportunity.

1. Every tech we do not have is deep tech and I do not mean LLMs (alone) here and it includes advanced metallurgy, composite materials, DC motors, batteries, medical equipment, network equipment, drones, jet engines, robots, bioreactors and so on and on.

2. A 5-10 year sprint to catch up in every such "basic deep tech". In some areas, like GPUs or fighter jets, it may take 10-15 years, but we must put our heads down and do it. China has done it and it can be done. We have the raw human talent in abundance and we can train. This much I know.

3. We need a long term orientation. Venture capital with 7-8 year exit cycles cannot do it. It promotes a short termism that is at odds with what our nation needs right now. More broadly, quarterly earnings cycles are a poor match for the long term catch up investment we have to make. This essentially mandates that our big industrial houses must invest heavily in R&D, keeping in mind that catch-up R&D (in particular) is not expensive, it is time-intensive.

4. More broadly, we don't want our smartest talent going into high finance - we must realize we are borrowing what failed America. It is a colossal misallocation of resources. The mortal blow of the GFC I referred to was all due to "smartest talent going into finance" in America and ultimately that is what led to MAGA, once Occupy-Wall-Street failed with the left - it is a different matter that MAGA got coopted by Wall Street.

India cannot afford to be addicted to high finance, it would lead to societal ruin. We must view making money on money with the appropriate caution that our ancients taught us.

5. I will come back to talent, the most important point of all. There is a lot of raw young talent in rural Bharat that is waiting for the opportunity. Patient capital is about nurturing this talent, bring it on stream.

Once you discover what we have discovered, you will stop fighting about reservation and so on. My own R&D team reflects our society in a deep way and without any compulsion from the government. JEE, NEET, UPSC etc do not capture the essence of this talent pool. I do not care about any of those exams, I ignore all those "signals" and go with the evidence of our own eyes to discover and nurture talent.

6. Climate change. Have you noticed how quickly the silicon valley elite dumped climate change and got on board the "energy to the max" with AI? We need EI - Energy-efficient Intelligence. Climate change is also a life style issue and Bharat has to be the light to the world in showing how to live in harmony with mother nature while building a technologically advanced society. Bharat Mata is mother nature.

We have faced far worse adversity before and we will face this. If we seize this moment, we will come to see it as a blessing in the long term.

Bharat Mata ki Jai 🙏

[Rohit Dogra @rohitdogra]

Ha Ha https://t.co/usLVhyalo4

[Rohit Dogra @rohitdogra]

Some history

https://t.co/QDoEQyOplj

[Varun Kumar Rana @VarunKrRana]

The whole world agrees with it.

[Elon Musk @elonmusk]

@SawyerMerritt It is rare to find someone so competent and good-hearted

[Rohit Dogra @rohitdogra]

This is a proud moment for India.

[Vineeth K @DealsDhamaka]

In a country where only cricket takes the limelight - let us also recognise that indian 🇮🇳 anthem has been played fir first time in Monaco grand prix

Thanks to podium finish by Kush Maini

FLY HIGH 🇮🇳

[Ved Malik @Vedmalik1]

Ceasefire 10 May 25: We have left India’s future history to ask what politico-strategic advantages, if any, were gained after its kinetic and non-kinetic actions post Pakistani horrific terror strike in Pahalgam on 22 Apr.

[ViPiN 😉 @AlgoBoffin]

Global Hypocrisy Exposed – 2025
While the world talks about peace, here’s the reality:
Billions are flowing into #Pakistan — a nation infamous for exporting terrorism, protecting fugitives, radicalizing youth, and destabilizing South Asia.

Who’s helping this terror breeding ground?

— #IMF: $8.4 BILLION
▪️ $7B Extended Fund Facility (for “stability”)
▪️ $1.4B Resilience Fund (climate support to a collapsing regime)
▪️ $2.1B already disbursed despite FATF concerns
→ Reward for economic disaster + terror ties?

— #WorldBank: $20 BILLION
▪️ 10-year plan starting 2026
▪️ $17B already active in 106 projects
▪️ Education, agriculture, climate — all while madrassas bloom
→ Development or diplomatic bribe?

— #USA: $581 MILLION
▪️ $184M in “development”
▪️ $397M to monitor #F16 jets — which allegedly bomb civilians
→ Still trusting the snake that bit you?

— #China: Billions (undisclosed)
▪️ Revamped #CPEC — ports, roads, surveillance
▪️ Gwadar handed over on a silver platter
→ Expansionism masked as infrastructure

— #SaudiArabia + #UAE: Unknown billions
▪️ No audit, no press, no accountability
→ Silent backers of a loud threat

— #ADB + #GAVI: $446 MILLION
▪️ Vaccines, energy & health
→ Aid without accountability = License to fund hate

— NGOs: #IslamicRelief, #Edhi, #SeedOut
▪️ Active across Pakistan — but where is the transparency?

How can you fund a nation that gave Osama bin Laden safe haven?
Where are the red lines for global terror funding?
This isn’t humanitarian aid — it’s geopolitical negligence.

#TerrorFunding | #GlobalShame | #StopSupportingTerror | #ExposePakistan | #Geopolitics

— ✍️ @AlgoBoffin

[Rohit Dogra @rohitdogra]

" Chief of Army Staff Asim Munir" is included from Pakistan's side but no defence head from India. This clearly shows who call the shots in Na-Pak-istan.

[Secretary Marco Rubio @SecRubio]

Over the past 48 hours, @VP Vance and I have engaged with senior Indian and Pakistani officials, including Prime Ministers Narendra Modi and Shehbaz Sharif, External Affairs Minister Subrahmanyam Jaishankar, Chief of Army Staff Asim Munir, and National Security Advisors Ajit Doval and Asim Malik.

I am pleased to announce the Governments of India and Pakistan have agreed to an immediate ceasefire and to start talks on a broad set of issues at a neutral site.

We commend Prime Ministers Modi and Sharif on their wisdom, prudence, and statesmanship in choosing the path of peace.

[Rohit Dogra @rohitdogra]

@dcmohali @komalmittal23 This is spine injury hospital last night

[Rohit Dogra @rohitdogra]

Truth of our time.

[Rohit Dogra @rohitdogra]

Once upon a time.

https://t.co/Zp1eD2LVPb

[@Author_ Jyoti @jyotiTpandey05]

Reminds me of the feminist quote,"when women will rule the world, there won't be any wars" #sisterhood #womensupportingwomen
#BangladeshHindus

[Rohit Dogra @rohitdogra]

Can the @PMOIndia or @narendramodi @DrSJaishankar step in with hard power or involve international community to stop this genocide. All genocides need to stop in time.

[Rohit Dogra @rohitdogra]

@sandipsabharwal Yes. Getting it right and then sitting tight with the kind of allocation that it deserves requires really sharp skills, experience, mindset and conviction at which you are a master.

[Rohit Dogra @rohitdogra]

@Iamsamirarora ...and how much?