shivmitra mishra

On the road to nowhere

[shivmitra mishra @shivmitra]

Time for hyperscalers to cartelize and slow down the fucking capex

[shivmitra mishra @shivmitra]

codex has more polished app and better browser tool use than claude

[shivmitra mishra @shivmitra]

If software does really become a byproduct of datacenters, does entire market cap of software firms shift to hyperscalers?

[Sushant Singh @SushantSin]

Look at the public statement released by Rubio. This is what this lot - Modi, Doval and Jaishankar- have reduced India to. Unable to protect Indian lives, and being threatened when one of them tries to mildly object about it. Modi’s silence, of course, is the most galling.

[shivmitra mishra @shivmitra]

Third term of modiji showing UPA had more guts

[Swati Chaturvedi @bainjal]

Probably for the first time in my life I agreed with General G D Bakshi on our cowardly response to three Indians murdered by the US. Riveting show by @manakgupta please watch

[shivmitra mishra @shivmitra]

Nothing will save rupee, world knows that Indian IT is going down and with it the economy

[shivmitra mishra @shivmitra]

Modiji cringe maxx

[Sidhant Sibal @sidhant]

"Prime Minister Modi became the doyen of all Indian Prime Ministers. A doyen is a person who is the Prime Minister of the country for the longest term. He himself descended from a common family..'

Russia's Kremlin statement:

[shivmitra mishra @shivmitra]

Kospi is 160 percent even after todays decline, so chill, FII is not coming to nifty for 5 percent growth at 50 PE, we are cooked

[shivmitra mishra @shivmitra]

Somebody should give modiji new nara “ rupee at 200 per usd in 5 years” . May be he will parrot that to ignite his support base. Also start telling 5 trillion economy dream in terms of inr instead of usd, and keep doing what they are doing and we can reach the target real soon

[shivmitra mishra @shivmitra]

Just reduce the debt / fixed income taxation to at least let its returns match inflation. But according to government we are in < 1 percent inflationary environment, so there is that. Unless government stops lying to itself and people, nothing will be fixed

[Moneycontrol @moneycontrolcom]

🚨 “RBI needs to correct its mistake,” says Ajay Srivastav, expects a rate hike from the Governor

Watch the full video here⏬| #RBI @SurabhiUpadhyay
https://t.co/HsSvovmX8L

[EngiNerd. @mainbhiengineer]

Honestly speaking, even after so many policy blunders by this Govt, appeasement of specific groups and incompetence of ministers, I still don't think likes of Akhilesh Yadav, Rahul Gandhi or Mamata Banerjee ruling this country as PM will be any good.

But I think this current Govt is getting into a zone where people may vote them out just to teach them that they shouldn't take their voters for granted.

I can sense "Modi nahin toh kaun" getting changed to "Modi ke alawa koi bhi" and the day it happens, country will vote in a pattern to throw you out of power and not to select someone in power.

[𓅓 @Boymotives]

You will never feel truly alive until you stop negotiating with your own soul.

[shivmitra mishra @shivmitra]

@LGIndia can you confirm this is expected level of bleed in nanocell

[shivmitra mishra @shivmitra]

@LGIndia @cromaretail are all lg nanocells supposed to have edge light bleeding? your customer care is closing my complaint for edge light bleeding and saying its normal for all lg panels.

[shivmitra mishra @shivmitra]

What was happening before this resolution was passed?

[Press Trust of India @PTI_News]

Union Cabinet passes resolution pledging to take all decisions in interest of 140 crore people: Union minister Ashwini Vaishnaw.

[shivmitra mishra @shivmitra]

If you understand this in one go, your concepts around stock valuations are quite clear. Nicely put, never thought about it in this way

[Sanjeev Bikhchandani @sbikh]

Ah - the fallacy of the inapt analogy. GDP is a flow variable. Market Cap is a stock variable. GDP is national income. Market cap is the aggregate value of all the shares of a company. You don’t compare a stock variable to a flow variable - apples and oranges. It’s a bit like someone saying “My house is worth more than your annual salary so I am better off than you”. If you want to compare Google to India then compare Googles revenue to India’s national income. Googles revenue is USD 400 bill. Its market cap is roughly 10x of that which is approx. USD 4 trillion. If countries could be listed and have a market cap then applying the same multiple India’s market cap would be USD 40 trillion around 10x of it’s GDP

[Sanjeev Bikhchandani @sbikh]

Ah - the fallacy of the inapt analogy. GDP is a flow variable. Market Cap is a stock variable. GDP is national income. Market cap is the aggregate value of all the shares of a company. You don’t compare a stock variable to a flow variable - apples and oranges. It’s a bit like someone saying “My house is worth more than your annual salary so I am better off than you”. If you want to compare Google to India then compare Googles revenue to India’s national income. Googles revenue is USD 400 bill. Its market cap is roughly 10x of that which is approx. USD 4 trillion. If countries could be listed and have a market cap then applying the same multiple India’s market cap would be USD 40 trillion around 10x of it’s GDP

[shivmitra mishra @shivmitra]

@LGIndia @LGIndia can you confirm if this is normal level of light bleed in lg nanocells

[shivmitra mishra @shivmitra]

@LGIndia @cromaretail are all lg nanocells supposed to have edge light bleeding? your customer care is closing my complaint for edge light bleeding and saying its normal for all lg panels.

[shivmitra mishra @shivmitra]

@LGIndia Pls confirm if this is normal level of light bleeding in all LG panels. I raised earlier replacement request and your technician says this is normal in all LG panels.

[sushant sareen @sushantsareen]

G2 is a lesson for India. Here is China which has quietly built its strength and is now taking on the US which it has by its unmentionables. But the Chinese still say they are a developing country; and here are we who are at best a middle power pretending to be a super-power without the necessary wherewithal or the economic and military heft to be a great power, forget being a super power. By the way, why do we want to become a super-power? What is our grand strategy if we were to become a super-power? What do we propose to do with it? We cant exercise the power we have and we pretend to being a superpower?
Get real. Keep quiet. Stop boasting. Build the economy and military strength. Stop asking for technology - no one will give it to you. You can either buy outdated tech, or build your own tech or steal it. It wont come on a platter which our babus and netas hanker and negotiate for. Reform the economy. Reform governance. Demolish the bureaucratic stranglehold. Or get left behind.