In today’s turbulent geopolitics, it is critically important for every large nation to secure energy independence. India is vulnerable because we import 90% of our oil and gas. We are surrounded by sea on three sides which can be blockaded in hostile times. There is no option but to raise our domestic production. We are the world’s fastest growing market for oil and gas. And our demand will keep growing for another 20 years at least.
Fortunately, we are blessed with tremendous resources, 300 billion barrels equivalent. More than 30 times Guyana’s potential. We also have amazing entrepreneurs - our businessmen, youngsters and startups. Across the world, in America, Middle East and Europe, 10% of experts in this industry are Indians. So, we have talent. What we need to do is exploration. That is the core of this business. Two decades ago, the US was dependent on hydrocarbon imports and vulnerable. They changed it by opening up exploration to entrepreneurs and making it lucrative for them. Even backyards of homes and farms were explored. Everyone benefited.
I have been in this business for the last 15 years and I can say with confidence that we can produce at half the cost of imports. At the same time, we have contributed $40 billion dollars to the exchequer. Over the years, Cairn has produced 1.3 billion barrels. This sector is among a few that has no government protection or incentive like PLI.
To unlock India’s full potential, we need more exploration. Today, there are hardly 200 active licences in India when there should be 2,000. The industry and potential investors fear processes, notices, court cases and taking away the licenses. Even one court case or notice in the public domain catches like fire in the world. I am reminded of what happened in the Ghana bird sanctuary in Bharatpur which, once upon a time, used to get birds from all over the world, some flying 5,000 miles. It would have been the world’s finest, until 10 or 15 years ago, a hunter shot a couple of birds. The other birds stopped coming. It is taking years to recreate a favourable environment.
The world doesn’t want India to produce. It only wants India to be a market. But only domestic production creates jobs, which is proven in other parts of the world. We must push back. We must fight to be self-sufficient. After all, this is a country which used to be import dependent on food. And then became self-sufficient. It all happened because the government created a movement to make the country self-sufficient.
Today, the world is rapidly securing its own energy and mineral resources. India must also move quickly to make full use of what lies below the ground. The Government has been encouraging growth, collaboration and investment. At Vedanta, our goal is to increase our production five times. For India, production must grow ten times to meet future needs. This will support economic growth and the vision of Viksit Bharat.
My vision is to see thousands of drilling rigs operating across the country. Even startups and small entrepreneurs can participate with an investment of around ₹5 crore through leasing of rigs. What we need most is stable and supportive environment. This is the right time to shift from heavy regulation to facilitation for exploration and production so the nation can move towards energy independence.
We have a long journey ahead but our potential is extraordinary.
Examples are now pouring in about AI-assisted Code Engineering productivity.
The quoted post is a Bhagwad Gita app.
Anthropic has built an entire C compiler with their Claude AI. That is not an easy engineering feat at all.
At this point, it is best for those of us who depend on writing code for a living to start considering alternative livelihoods. I include myself in this. I don't say this in panic, but with calm acceptance and embrace.
As a matter of fact, I did a detailed session with Gemini Pro on how the economy will be shaped by the AI revolution. It was like having an extremely intelligent economic philosopher debating you. I asked it to critique its own work and it did a fantastic job too.
As Gemini and I developed see this, the future could unfold in two ways, depending on who owns and collects rent on this technology.
The optimist in me thinks that this technology will make most technological prowess by humans redundant and that would push tech to the background (all tech become trivial, like digital watches today) and we then get to focus on life, family, soil, water, nature, art, music, culture, sports, festivals and faith (faith is important), and that is best done in small close-knit rural communities. I live a life like this today and if we solve rural poverty, I consider this a very good life.
The pessimistic dystopian vision is centralized control.
Here is my Gemini chat session on this. You can continue the session on Gemini and see where it all goes.
https://t.co/ORdh7ejen4
"India Has a Great Opportunity in AI, Period" – Dr. Vishal Sikka (Ex-Infosys)
1. TCS has partnered with him to fight its existential crisis
2. PM & officials have met him multiple times
3. Oracle, GSK, BMW, Stanford have him on their Boards for AI
What is Vishal Sikka Saying:
Vishal Sikka – India’s World-Beating Asset in Silicon Valley
a. Sikka did his Stanford PhD thesis on AI in the 90’s when no one had even heard of AI.
b. As Infosys CEO from 2014 to 2017, he forewarned in every speech, meeting, shareholder’s letters (and resignation letter) that AI would disrupt IT Service Companies.
c. He took 3 steps at Infosys to lead the AI race for India. (Next Section)
Sikka’s 3 Steps Which Led to His Exit from Infosys
a. In 2015, he decided to be an early investor in OpenAI along with: Sam Altman, Peter Thiel (PayPal), Reid Hoffman (LinkedIn), and Elon Musk (Tesla). Infosys promoters backed out of this risky bet.
b. Sikka acquired Israeli AI firm Panaya for $200M in 2015. The sycophants and jealous Board members within Infosys spread a rumour that the acquisition was overvalued and Sikka had taken a cut. Internal investigation was ordered, nothing wrong was found.
c. Last Straw: In April 2017, Sikka launched the next-generation AI platform NIA at Infosys. The goal was to take lead in “proprietary AI” and build own models in India rather “live on rented AI” forever and enrich Google, OpenAI, etc.
Infosys Board was reluctant to go “all in” with NIA. Sikka resigned in August that year.
Sikka’s 2019 AI Presentation at NITI Aayog
a. In Sept 2019, all major Indian newspapers carried this PTI headline: “India Can Become World Leader in Artificial Intelligence: Vishal Sikka”
b. At a time when there was no ChatGPT, Gemini, or self-driving cars, Vishal Sikka gave a presentation on AI before NITI Aayog at the PM’s request, where officials of 20 Union Ministries were gathered.
c. He proposed a two-pronged strategy: (1) Train the world’s largest AI talent pool in Indian schools and universities; and (2) Invest and build AI systems in India at a very large scale to leap-frog in the AI race.
Nobody in India understood in 2019 what Sikka was saying.
Vishal Sikka is Back: What is He Saying in 2026
a. Last month Sikka had another meeting with the Indian PM and team. He is going to be a key participant at the India AI Impact Summit 19~20 Feb, 2026, which is a massive event with all top tech global leaders invited.
b. Indian IT Services: TCS has entered into a major partnership with Sikka’s AI firm and he recently met TCS CEO and top management. He told them it is not too late to join the AI race; the race has barely begun.
c. Margin Erosion in Indian IT Companies: Indian IT’s original model was labour arbitrage. If a client wanted 200 engineers on a project, India could supply the cheapest.
Now the same project can be done with 50 engineers + AI at much cheaper cost. So, to survive, Indian IT profit margins have already come down from 25% to 15%, and are rapidly declining further.
d. Sikka’s Advice to IT Services Companies: You have to shift the delivery model from labour arbitrage to “Labour + AI” arbitrage. It means, the AI component (AI platform, LLM models, AI applications) must be your own proprietary technology, and not rented from others.
e. If you rent AI, you lose the arbitrage – and then the Indian IT industry’s end is near. “There will be a lot of blood on the streets,” his exact words. (“Rent” also means foreign dependence forever in strategic technologies.)
f. Building Own AI Models: The idea that India is too late in the AI race, so let other people build AI – is a stupid idea, he says. “God has not pre-ordained that only certain people can build foundation models, and Indians are not one of them.”
India has 18% of the world’s population. We have to build our own foundation models, our own large-scale AI systems, and our own world-class applications on top of them. (Note: That’s exactly the way China thinks.)
g. “Skill Gap” is a Loser’s Excuse: Out of 8 billion people in the world, only about 1.5 million are able to build AI applications. The number of people who can deploy AI in production is just a few hundred thousand.
And the number of people who can build a frontier foundation model is less than 25,000 on the whole planet (concentrated in San Francisco, London, and a few Chinese cities.)
These are basic skills, and not skills pre-ordained by God for a chosen few.
ENDQUOTE [By Vishal Sikka]
Legendary computer scientist Alan Kay used to say:
“In the country of the blind, the one-eyed man (with half-baked knowledge) is king, but the two-eyed man (who is a visionary genius) is in for a hell of a ride (suffers a backlash and is called a fool.)”
@arabicatrader
*American TV channels are telling the whole world what India is doing and what it is going to do. If you don't know, then watch this video.This is the new India. Our TV channels are busy with useless politics.*
Thank you @narendramodi Sir for this. #Defence#MakeInIndia
Evidence & sources:
1. Damien Symon @detresfa_ _, a globally recognized independent OSINT (Open-Source Intelligence) expert, used satellite imagery to dismantle propaganda from Pakistan and China. His findings revealed the destruction of vital Pakistani airbases, along with Chinese-made radars, air defense systems, and fighter jets stored in hangars, following India’s strikes.
Link: https://t.co/4jGLq8CvLA
2. Modern War Institute (John Spencer)
John Spencer, Chair of Urban Warfare Studies at the Modern War Institute and a former US Army officer, analyzed the India-Pakistan conflict. In his writings, he explored how Operation Sindoor, India’s response to a terrorist attack, marked the establishment of a new military doctrine focused on decisive action against terrorism.
Link: https://t.co/7Vvs8vciwz
3. David Sanger (The New York Times)
David Sanger reported in The New York Times on Pakistan’s desperate appeal for US intervention after India’s airstrikes targeted the Nur Khan Air base. His article highlighted the diplomatic efforts to de-escalate tensions amid fears of a nuclear conflict, as the base’s proximity to Pakistan’s nuclear command raised alarm.
Link: https://t.co/kBaQqk7KgY
4. Sky News (Yalda Hakim)
Yalda Hakim and her Sky News team investigated terror camps in Pakistan, uncovering evidence of their existence through social media posts linked to groups like Lashkar-e-Taiba. Their report exposed Pakistani officials’ evasive responses and lack of proof to counter claims of supporting terrorism, spotlighting the murky situation in Muridke.
Link: https://t.co/Q6QItyfteT
5. Hannah Petersen (The Guardian)
Hannah Petersen of The Guardian interviewed two Pakistani sources who described their panic after India struck three airbases, including one near a nuclear facility. Their accounts underscored the heightened fear of nuclear escalation as the conflict intensified, prompting urgent ceasefire talks.
Link: https://t.co/j4lALxETtt
6. Maxar (US company ) High Resolution Satellite Imagery Evidence - NDTV News India
7. Maxar Technologies, a company that provides satellite imagery and data, has confirmed losses of Pakistani air assets guarded by Chinese radars and air defence.
https://t.co/iK4cbwNZIP
8. Tom Cooper - An Austrian military aviation historian also made an analysis on loss of Pakistan's air power in the battle.
https://t.co/FYjnhdnxDL
https://t.co/O8RRwwrGIW
9. Reuters Report
Even Reuters corroborated reports from NYT and the Guardian with its own sources. How Pakistan dialled the US post 3 bases got attacked.
https://t.co/287wsHfjI4
ABSOLUTELY SENSATIONAL & EXCITING news by Retd Maj Gen Rajiv at @AadiAchint YouTube channel. According to him, the nuclear facility centre in Pakistan is totally destroyed. Watch with undivided attention👀
Understand .Why Modi ji said that.. इन nuke thre@ts से डरते नहीं।
Indian Air Force: Our Job Is to hit the targets, not to count their body bags. 🎯
Indian Navy: We completely dominate the maritime front. 🛥️
Indian Army: The Armed Forces of India are always prepared to face any eventuality. 🔥
#OperationSindoor 🇮🇳🇮🇳🇮🇳
"Better than losing on CNN & BBC, stick to State TV, Read from a SCRIPT, blame a foreign hand, & hope that the world is not watching."😭
~ Bilawal Bhutto & Bhikaristan COOKED by @Palkisu 🔥🇮🇳
O ye of little faith. Remember this: there will be no American mediation. They will be asked to FO if they try; there will be no roll back of any measure taken - Indus waters, trade etc; there will be no concessions given to the pakis; India has established a new baseline of punitive action; the objective at this point wasn’t to occupy PoK or declare war but only to punish Pakistan and to go up the escalation ladder if required and that objective was achieved; 11 Paki airbases have been hit and damaged and they have done jackshit to us; remember pakis still claim they didn’t lose 1971 or Kargil so you think they will admit defeat now;
🚨🇪🇺 Geo-Political Scholar Jeffrey Sachs
Schools the EU Parliament on the reasons behind the Russia Ukraine Conflict.
Every-time Legacy Media or a Politician states the was is “unprovoked” is a complete lie.
This doesn’t even include some of the more grotesque activities Ukraine has been well documented as being involved in.