Siddhartha Bhaiya
- Founded Aequitas PMS in 2012
- Delivered 33% CAGR since launch
- Early investor in Avanti Feeds, HEG, Apar Industries, JSL & Gujarat Ambuja
- Believed multibaggers are made when there's blood on the street
- In 2024, turned cautious, moved to cash and added Gold ETFs
He will be remembered as one of India's finest contrarian investors.
A couple from Bangalore wanted somewhere to escape to. They had one brief for their architect: make it feel like an extension of the land, and of themselves.
This is Urukka Veedu. Thally, Tamil Nadu. Śūnya. 1,750 sq ft. 2025.
Terracotta roof tiles over a steel frame. Rough-plastered walls that step back so the landscape takes over. Louvred clerestory windows pulling breeze through the building without a single air conditioner working overtime. Earthen pots embedded in the filler slab ceiling. Teak carved into every door frame and shelf edge.
Look at the living room. A custom masonry sofa built into the floor, wide enough to sleep on, designed to hold a crowd. No imported furniture catalogue. No statement piece from overseas. Just a room that knows exactly what it is for.
This is what happens when a home is designed around how people actually live rather than how a catalogue says they should. We spend more of our life inside our homes than anywhere else, and most of what we are building on this continent does not deserve that time.
Build better. Your home is not a status symbol. It is where your life happens.
More images in the comments.
Project: Urukka Veedu, Thally, Tamil Nadu, India Architect: Śūnya | Sai Keerthana & Shiv Nayak Photography: Vedant Sharma
Sometimes when I'm on a call I wanna explain stuff using diagrams. Its too much of a pain to pull up excalidraw and share screen.
So, I'm making this browser plugin for myself.
Draw, Edit, Move, Scale objects on screen while you talk.
It's why I rent. It's why I'm not on any condo WA group.
Buy and you are locked into this toxic mess for life. And the asset appreciation is drastically eroded by rupee depreciation.
Emotional+Financial damage neatly wrapped in one package. I value my peace of mind.
Mind Blowingggg 🤯
This guy Farza built an AI that draws directly on your screen to teach you things. And runs agents in the background while you keep working.
And It's Free to use on Mac
It's called HeyClicky.
You ask a question out loud. It takes a screenshot, figures out coordinates, and draws annotations directly on whatever you're looking at arrows, shapes, labels, highlights. Pixel-perfect.
Struggling with math? It draws the theorem on top of your Khan Academy video.
Learning something? It points at the exact buttons to make you understand.
Say "heyclicky agent" and it opens apps, runs tasks in the background, and connects to Slack, email, and other tools while you keep working.
This is the closest thing to a tutor who can see your screen and point at exactly what you need. Except it also handles your background work.
Forgiving
doesn’t mean you approve
what others did to you.
Forgiving
means releasing the accumulated
negative energy WITHIN YOU
and by this allowing yourself
to literally stand
in its healing frequency.
Forgiving
has nothing to do
with THEM
and everything to do
with YOU. ♥️
is this the classic frog in the pan thought process... not able to see the trend ?
If margins cannot be kept by the IT companies despite the shelving, how is that going to bring any good ?
I may be completely wrong but am not able to appreciate the logic here.
@aravind Same scenario as the 1730s—we had the leverage of spices and trade but failed to capitalize on it. We had the capital, time, and an early head start through the body-shop model, yet complacency set in. Ironically, many industry leaders dismissed the AI wave until very recently.
I learnt a long time ago that there is a big difference between making a living and making a life. In the times to come, AI will get increasingly better at the skills that we've used to make a living. Our imperative will be to instead make lives. Not artificial lives. Or artificial lives. But our own lives and of those we love. As machines get better at answering, and solving what they are asked, our work is to get better at asking, at making, creating, and deciding which questions are worth a life, and refusing to outsource that.
I really like this article. I think that the capabilities of a country are fully dependent on the local buying capacity and the size of the local economy. Whether physical or digital, the farther away you have to distribute something, the more expensive it is. Local distribution is always much easier but if local buying power is low then companies have to export which carries a bigger distribution cost because you have to compete against locals in other countries who have a much lower distribution cost. Actually it’s not just distribution: it’s everything from consumer insights to feedback to key relationships that are a distance away. So if you do innovate but you have to necessarily export that innovation to make money, you’re at a disadvantage against local players.
One personal example is that India has never made high quality games simply because the local purchasing power is low. If we had a lot more PCs things would be very different. China has roughly 320 million PC gamers and India is about 39 million. So on players alone, China’s PC base is roughly 8x India’s. BUT China’s PC game spend is on the order of 80–100x India’s, even though its player base is only like 8x larger. The difference mainly is monetization as Indian gamers spend much less (core ARPU has run around $0.29/month), so 39M PC players translate into very little premium game revenue. Game Science’s art director Yang Qi confirmed that nearly 70% of Wukong’s sales came from China itself. Knowing a local buying market exists justifies spending. The only way we can justify what we are spending now on UTA is because we found inroads into global markets through content otherwise this would be a money losing exercise.
The other problem is that low purchasing power economies have too tiny a market for early adopters. If you built an OpenAI in India before anyone else 50% of people wouldn’t believe you and 50% of people will tell you it won’t work or doesn’t have use cases. I think you need a crackpot high purchasing power early adopter network with high failure and bullshit tolerance to make truly innovative things and also forgive crazy companies during early mistakes because history teaches us that the best companies all had v0.1s that were not very convincing to the masses.
Thats why it’s critical for anyone who wants this country to succeed to first really create more jobs, more disposable income, even if that means creating the nth packaged food brand (American grocery stores still have a much wider variety of biscuit brands than India for example) or food delivery apps before they take bigger bets. Not because they need the capital themselves to try bigger bets, but so that they can diffuse more capital into the ecosystem via jobs and the rewards of equity ownership such that that cohort of people become early adopters for other innovative companies.
Success comes from satisfying local market demand (sometimes like in the case of Tesla or Ford there is hidden demand and entrepreneurs need to unlock it) and rarely comes from creating something that has no local demand. After studying Chinese social media so much I have a long thesis on why they did well (bans on global social media platforms constrain desire of products to local players only who now get revenue and profit to do RnD. Think about what % of disposable income from India is being spent on global brands where the desire to buy starts on a global social media platform).
Anyway people complaining about India building “easier businesses” are really not spending the mental energy to think second order. And 9/10 times this same type of person will completely ignore local innovation that is almost always happening in parallel but gets less media coverage.
When I visited India a few years ago, I got my blood work done at 7am by a Healthcare worker who visited me, got the reports by 9am, doctor's appointment at 10am, followup multiple scans at 2pm, scan results came back at 3pm, followup doctor's phone appointment at 4pm, and medication delivered at 5pm at my doorstep.
All this costed me 3000 rupees (~$30)
Last month I fired three freelancers. AI did their jobs better.
Am a full time Algo Trader, I run a YouTube channel. One guy with a camera and a point of view. To keep it running I used to pay three freelancers every single month. A thumbnail designer. A subtitle editor. A video editor.
Good people. Talented people. I had nothing against any of them.
Then I started using a Claude code for my work.
The thumbnails come out sharper. The subtitles are cleaner and faster. The editing that used to take two days now takes an afternoon. And it costs me a fraction of what three salaries did.
So I let them go. It was not personal. It was math.
Now sit with this for a second.
I have less than one lakh followers. I am one independent creator with a laptop. If I can quietly replace three roles in a single month, what do you think is happening right now inside a company that spends millions every quarter on exactly that kind of work?
That is the question every IT professional in this country needs to ask tonight. Indian IT was never really built on products. It was built on selling human hours. We became a 220 billion dollar export machine by being the cheapest, most reliable place on earth to rent skilled labour.
If your entire value is doing predictable tasks predictably, AI is not your tool. It is your replacement. The engineer who treats AI as a threat will spend the next five years defending tasks that are already gone. The engineer who treats AI as leverage will do the work of ten people and become impossible to replace.
India had a 20-year headstart and the talent to build products, but chose the comfort of services. AI is now forcing the change that comfort delayed.
We all have laughed at this scene from Pranchiyettan.
Watching Mammukka lose the plot mid-speech never gets old.
But somewhere underneath that laughter was a feeling most of us quietly recognize.
Standing in front of a room full of people, knowing exactly what you want to say, and watching it completely fall apart the moment it needed to come out.
Most of us have had our own version of that scene. Your heart is pounding, sweat on your forehead, everything inside you pushing to find the right words.
And once that moment passes, what follows is a silence that stings. The awkwardness, the self-criticism, the quiet replay of everything you should have said.
It happens to the best of us. None of it means you lack the ideas. It just means the path from thought to words gets blocked.
And yet people around you say he's just not good at English or he's not a good communicator. But what if language was never the problem? What if the gap wasn't in your vocabulary but somewhere deeper, in how you process and express what you actually think?
Recently I came across Lucidly by Abhinav C V on https://t.co/vBlj029uJK and it caught my attention.
Lucidly is an AI communication coaching app that trains you to speak clearly and stop rambling. After every session its AI coach shows you exactly where your explanation lost the room and how to fix it. It also comes up with a clarity score, filler words and a rewritten version of what you could have said.
What Abhinav has built is what sometimes most productivity tools skip entirely. It is not about what you know, but how clearly you can convey it to another person when it counts the most.
If you've ever walked out of a room thinking that wasn't my best, Lucidly is worth a look.
P.S. What's one situation where you find it hardest to speak clearly? Drop it below.
Shashi Tharoor: Bangkok gets more tourists in one month than the whole of India gets in one year. Thailand is much cheaper to visit than India, which is ironic since Thailand's per capita income is higher than India's
Subscribed @amazonIN Prime for ₹1499 and then another ₹799 extra for the “ad free” option. Yet Made In India: A Titan Story still shows ads. What exactly is the point of paying extra then? What kind of devious practice is this?
Helen ..one of the finest survival drama movies from Mollywood.
എന്തോ ഇതിൻ്റെ ക്ലൈമാക്സ് il ഉള്ള ആ security ചേട്ടൻ്റെ scenes കാണുമ്പോൾ വല്ലാത്തൊരു സന്തോഷം ആണ്♥️
It's amazing how much of a difference a smile can make🙌
This is actually nuts. You can now write one file that tells your AI agent to stop being polite and start being useful. It loads every session.
Every project. Automatically. 🤯
It's called SOUL.md. Built into Hermes Agent.
One markdown file where you define your agent's personality.
How direct it should be. How it handles disagreement. When to push back. What to never say. All in plain text.
The problem it solves is simple. Right now your AI agent resets every time you switch projects.
You keep repeating the same instructions. "Be concise." "Don't over-explain." "Push back if my idea is bad."
SOUL.md sits in one place. Your agent loads it first. Every time. Same voice. Same behavior. Everywhere.
And they split it cleanly:
→ SOUL.md : who the agent IS (tone, style, personality)
→ AGENTS.md : what the project NEEDS (architecture, conventions, workflows)
If it follows you everywhere, SOUL.md.
If it belongs to a project, AGENTS.md.
That distinction alone is worth saving.
I have attached a sample prompt 🧵
Google just made AI memory 10x cheaper. And the idea is something a 10-year-old could understand. 🤯
Here's the problem.
Every time you talk to ChatGPT or Claude, the AI remembers every single word of your conversation. That's what makes it smart. But it's also what makes it expensive. The longer you talk, the more it costs to run.
The alternative is to compress everything into one tiny memory. Cheaper, but the AI starts forgetting what you said 5 minutes ago.
Google's fix: what if the AI just saved snapshots of its memory at regular intervals?
Instead of remembering every word or compressing everything into one blob, it saves a checkpoint after every chunk of conversation. When it needs to recall something, it checks all past checkpoints.
Think of it like this. Instead of writing a 100-page book summary in one paragraph, you write a short summary after every 10 pages and keep all of them. When someone asks a question, you check all 10 summaries.
The result: nearly the same recall ability as today's AI. At a fraction of the cost.
And you can tune exactly how many checkpoints to save more checkpoints = better memory, fewer = faster and cheaper.
This is how AI gets cheaper to run without getting dumber.
Paper from Google Research: https://t.co/XQ2OpPAw3j