Soham Das, CFA

That investing guy!

[Soham Das, CFA @sohamdas]

“Para mis amigos, todo; para mis enemigos, la ley”

For my friends, everything. For my enemies, the law

This is the essence of National Champion Policy.

And India currently is 12 years into this fiasco.

[Both Sides of the Story @Fidel_MachLen]

Nonsense. The Indian economy died because it has just one wheel... IT and services. When the world moved on, we didn't and couldn't innovate. It's a lack of risk taking, idiotic governance and no competence among the masses.

[Soham Das, CFA @sohamdas]

@victorian_memo For what? Buying a house?

😂

You sweet, prissy, self-righteous baby.

Your second day on earth will be far less shocking.

[orph @orphcorp]

remember the Chinese dissident last year claiming the pop of China is ~500m and not 1.4b?

the historically questionable reporting by Nigeria? the fact that DR Congo hasn't run a proper census in 40 years?

India claiming 900m live in rural areas, while having great trouble actually measuring said areas?

pop numbers outside the West are likely from mildly off to vastly off

[Soham Das, CFA @sohamdas]

Important to always hold the grip on one's own reactions and emotions.

[Soham Das, CFA @sohamdas]

I have a principle - if I have the freedom to choose the terms of the interaction (that is I decide how freq. we meet) - I will let insults pass.

If I don't, then my escalation will be body language -> sarcasm-> cold warning -"careful, let's not go there" -> tactical outburst

[Topz @tophz_]

I discovered a life hack by accident. A relative insulted me, and I missed it. I just kept being nice to him, so he insulted me again. He ended up stopping the conversation to let me know I was supposed to be insulted. It bothered him that I didn't react. You know what…?

[Soham Das, CFA @sohamdas]

@PunishedKebbin If you squint hard and look at the institute which released the rankings, you will question the authenticity of the Indian data.

[Soham Das, CFA @sohamdas]

Alright, how do you estimate the size of the informal economy? :)

Funny thing is - we slap a multiple on the bank credit outstanding and call it our informal economy 😂😂

Now, when the methodology itself is suspect, what good is an upward bump or a downward shift?

[ANI @ANI]

#WATCH | On the Nobel laureate Abhijit Banerjee's statement that he does not have faith in Indian GDP numbers, India's Chief Economic Advisor (CEA), Dr V. Anantha Nageswaran, says, "... If I want the Indian economy to be bad and the statistics confirm it, then I am quiet. If the statistics don't confirm my belief or wish that the Indian economy is actually in a bad state, then the statistics are unreliable. I find this inconsistency difficult to accept."

Watch the full podcast at: https://t.co/FlmDTxTLoT

[Soham Das, CFA @sohamdas]

There are people whose interior lives are bereft of any tinge of wonder, curiosity or color.
Stories don't move them. Humor doesn't catch them off guards. Their entire vocabulary of emotions is limited to fear, greed or disgust.
Their inner lives are shockingly barren.

[CynCN🍃🌊✨ @_CynicalCyanide]

the United States has a unique benefit of having
1. Elite Human capital that can innovate
2. A financial system that can deliver

Which allows for firms to explod in growth like this

You get more capital, more innovation, more feedback loops of testing in the world market. Becomes a virtuous accelerating cycle of growth and prosperity

[Chinmay A. Singh @chinmay]

Indians are blaming Infy/Murthy/Nandan for a lack of home-grown LLM. But that blame is misplaced. Infy/Murthy/Nandan could never start an AI company. They had money and they could have fund something. But that again, is their money and why should they risk it?

The real culprit here is Amitabh Kant and other IAS like him. These are the people, why I left India and started two companies in the US. These are the people, why much of Indian talent left to work for US based companies. And these folks did well.

Let's say the government gives me $10B and ask me to set up an AI lab in India. Am I qualified to do it? YES. Will I do it? HELL NO

And you would ask why? Some would say that I have a cozy life in the US. Some would say, I have deep connection in the US, including family. All of that is correct but does not pin point the reason why I wont start a company in India.

The real reason is Babu. Unlike, many In India who think competing for 1000 seats using some bullshit essay writing contest makes Babu some wizard, I have not come across one, I will hire as an analyst. Under no circumstance, I am gonna report to a babu (Happy report to Dharmendra Pradhan or Smriti Irani though). Also, under no circumstances, I will accept a position where I am unable to fire and put an IAS in jail if they reported to me and indulged in some corruption.

Till this babu problem is fixed, no NRI would come to India. If I were the CIA or CCP, trying to ensure that India does not gain AI independence, I would make every effort to protect Babu fiefdom.

[Dhiraj Nayyar @nayyardhiraj]

@harshmadhusudan We have been trying to be atmanirbhar since 1947. How to do it without becoming mediocre (our fate until 1991) is the question? No easy answers. Protectionism of some kind? Doesn't usually end well in India.

[Soham Das, CFA @sohamdas]

Reminds me of an old military joke:

Private:

"Captain, we are surrounded . The enemy is everywhere around, and we are totally outnumbered"

Captain:
"Fantastic! We can now shoot without having to aim"

[Soham Das, CFA @sohamdas]

@ShamikaRavi @vishalmittal22 Now do it for index composition turnover since 1990s for both India and US.

And while you are at it - let's track the HH Index for new tech/old world tech for US and India.

[sdmat @sdmat123]

Anthropic

[Soham Das, CFA @sohamdas]

Beware of snakes, grown ups (WhatsApp uncles), loans and (ass)holes.

[Soham Das, CFA @sohamdas]

@srajagopalan More like

इंकलाब जिंदाबाद

[Soham Das, CFA @sohamdas]

@lulumeservey @NGKabra Chefs Kiss!
Thank you miss.

[Lulu Cheng Meservey @lulumeservey]

Feels like the timeline is turning into Moltbook

A slurry of writing that’s all very correct and polished and florid, and all lifeless in exactly the same way

It would actually be better if people just tweeted the prompt they gave Claude rather than the output it gave them

[Brad Loncar @bradloncar]

@AndrewE_Dunn What’s driving these changes? You can outsource early stage science to China for 1/5 of the cost at 2x the speed.

[Sabeer Bhatia @sabeer]

@namankhandujaa Bharat needs common sense.