SK

Monitoring the situation ™️

[Osarogie Ogbonmwan @Osarogieee]

This is so funny 😂

[SK @sruthijith]

Who’s compiling the best election tweets?

[Liam Nissan™ @theliamnissan]

Trump failed at regime change in Iran but he succeeded in Texas

[Nathan Livingstone (MilkBarTV) @TheMilkBarTV]

🚨Tucker Carlson warning Trump "may be within days launching a nuclear strike on Iran" might mean something...

If he hadn't been making THE EXACT SAME hysterical prediction monthly since April.

[Jitendra Jain @JitendraJain_]

This interview of @Ferrari CEO by @sruthijith is one of the best interviews of a global CEO which I have read in a long time.

“Ferrari is a unique company—one, because we make unique products, two, because we are inclusive and exclusive. We are inclusive with all the sport. We have a lot of fun. We are exclusive because we sell only 14,000 cars. We are unique because we do high technology with handcraft. We are also unique because our clients are unique. Each client is a universe for us. We don't have categories of clients.”

Q: What is Ferrari—a luxury company, a car company, a technology company?

A: The best way to define Ferrari is through its purpose—to audaciously redefine the limit of possible.

Q: Are you going to make more cars? Your yield per car is really growing. What’s the future strategy?

A: Exclusivity and scarcity are two important pillars of our growth. We always want to make one car less than what the market is demanding.”

https://t.co/xCBMuxLrSS

[Sanjay Srivastava @Sanjay_Sriv]

“When you do innovation, you can’t look for consensus.”
- @Ferrari CEO Benedetto Vigna 🚘

Vigna is leading Ferrari in building an electric hypercar without diluting the brand’s DNA, while protecting pricing power by making *one less car than the market demands*.

A physicist and former @ST_World veteran now leading the world’s most iconic luxury automaker. His India takeaways:

1. The 12,000 km Reality Check
“I heard that you are building 12,000 kilometres of highway a year. The progress is really remarkable. The speed at which it has happened is unique.”

2. The Indian Buyer is Different:
• A decade younger than European peers
• Drives the car at dawn, doesn’t store it as a garage trophy.
• Expanding footprint: Bengaluru & Ahmedabad joining Delhi & Mumbai.

3. Ignore the Gallery on EVs:
On the electric project Luce:
“We had a lot of negative comments… but when we auctioned it for $40 million for charity, the comments became positive. Past success never implies future success. If you don’t adapt, you go out of sync.”

4. Disciplined Scarcity:
~14,000 cars a year. Worldwide. Full stop.
Margin power comes from restraint, not volume.

True industrial transformation = cutting-edge tech + uncompromised identity.

Conviction first. Consensus later.

That's why there are many admirers and copycats. But only one Ferrari!
@Ferrari @MORTHIndia @MHI_GoI
@investindia

By @sruthijith
#Leadership #Automotive #Innovation #Infrastructure #MakeInIndia #EVTransition #Manufacturing

[SK @sruthijith]

@JitendraJain_ @Ferrari Thanks!

Can also watch/listen to the full conversation here:

https://t.co/GvjXHEp7Mu

[Sandeep Manudhane @sandeep_PT]

Casteism + Classism + Apartheid = Indian gated societies.

[Anumeha Chaturvedi @AnumehaET]

India is seeing a sharp rise in the number of first-time hotel owners and hospitality entrepreneurs.

https://t.co/NcI9uL9v5U

[SK @sruthijith]

An unlikely headline to see the name of your hometown in. Kannur, not Alaska, just to be clear.

[SK @sruthijith]

Worst idea of all time. Who comes up with this shit.

[Indian Tech & Infra @IndianTechGuide]

🚨 Mumbai to get floating advertising barges and hoardings at waterfront sites across the city.

[SK @sruthijith]

😂😭

[babu bisleri @baabuOP]

Used to lose money trading stocks. People advised to diversify portfolio. Now i am losing money in gold, silver, bitcoin, mutual funds and stocks.

[SK @sruthijith]

@vijayshekhar @SecRubio Very charming, witty and a natural orator. Also has great ‘likeability’ quotient in person. Bright future :)

[Anubhuti Vishnoi @anubhutivishnoi]

Meanwhile, the big churn within the Election Commission over last 20 months

State of flux amid SIR

Record number of Chief Electoral Officers replaced, Dy Election Commissioners shuffled

Do read @EconomicTimes

https://t.co/Q1kphJ87ZD

[SK @sruthijith]

Lovely trip with @EconomicTimes colleagues to @MercedesBenzInd Chakan plant. Got to see the beautiful machines getting made in state of the art facilities, and a day peppered with insights on luxury, consumer, marketing and product from bossman @santiyer, a fine combination of passion and expertise; ops head Vyankatesh Kulkarni, sales and marketing head Brendon Sissing, and others.

[Anubhuti Vishnoi @anubhutivishnoi]

Finally, the Election Commission announces the long pending annual Spl Summary Revision across 17 states/UTs to ensure young voters join the official electoral roll in Jan 2027

Delay in doing so was a serious point of difference within the Commission

Details in below story👇🏻

[Kalshi @Kalshi]

BREAKING: A hacker accessed Denmark's national ID database with the password "123456," exposing details of 8.8 million people

[SK @sruthijith]

‘Those sources have apparently nicknamed her diary “The Devil Wears MAGA”.’

[The Daily Beast @thedailybeast]

Kimberly Guilfoyle is threatening to bring the Trump family down with her following her shock firing this week, insiders say. https://t.co/AweaLPukKQ

[SK @sruthijith]

Proud moment for ET’s Joel Rebello @joel_rebET who first broke on 15 July that Fairfax bid of Rs81 was acceptable to the government. Getting the scoop on pricing of what’s the largest all-time stake sale by the state is no small feat. Kudos Joel!

https://t.co/KKAI6rkGjk

[Sanjay Srivastava @Sanjay_Sriv]

2/2:
Full interview with Jonathan Gray unpacks three critical signals institutional investors are watching:

1. AI Infrastructure vs. 90s Telecom Bubble:
Telecom was high-debt and supply-driven. Today’s AI compute buildout is funded by the strongest balance sheets on the planet (Microsoft, Amazon, Google) against real, excess enterprise demand.

2. Indian IT Services Evolution:
Domestic IT firms are pivoting rapidly into enterprise AI deployment and workflow re-architecture, becoming the integration bridge for global Fortune 500s, not getting disintermediated.

3. Private Credit Discipline:
Despite global rate hikes, private credit in India has avoided systemic stress due to tight LTVs and genuine mid-market demand.
Gray’s core point: Global alternatives don’t allocate $100B on sentiment. They allocate where domestic market depth guarantees an exit.

India’s deepest advantage is no longer just 7% growth, it’s transparent liquidity.
@blackstone @investindia
@makeinindia @DPIITGoI

By @sruthijith