Sundeep Kumar

Tweets about tech, finance, strategy, politics. Views my own.

[Sundeep Kumar @sundeepkr]

@CarlZha A similar story played out in the UK after the Hong Kong handover. In 1997, the UK’s GDP was about $1.5 trillion, larger than the combined GDP of India and China. Today, it is probably smaller than the combined GDP of Guangdong, Jiangsu, and Shandong. Fascinating.

[Kim Dotcom @KimDotcom]

Told my wife to have dinner ready at 6 or I will obliterate her entire civilization.

She now charges me a fee to use the bathroom, that used to be free, and I didn't get dinner. WTF

[Sundeep Kumar @sundeepkr]

@pitdesi @jmj Not Coinbase at 4%?

[Sundeep Kumar @sundeepkr]

@refsrc @harshmadhusudan This is by design. Avoids “too big to fail” or “too big to rescue” issues.
The most fundamental form of human stupidity is forgetting what we were trying to do in the first place. -Nietzsche

[Sundeep Kumar @sundeepkr]

@lavarishidyum @AgentSaffron Also in the news back in 2020 https://t.co/x7Tx7AwocW

[Sundeep Kumar @sundeepkr]

@zerohedge Seems like a strange statement without context. Close to 97% of India’s public debt is domestic, so unsure how this is a big challenge. And fiscal deficit is down to 4% from 9% during pandemic…

[Sundeep Kumar @sundeepkr]

Another example: The @airindia lounge at JFK might be the worst airline lounge I’ve been to in all of US. The staff are courteous and trying their best, but there’s no excuse for having chairs with torn upholstery or walls with peeling paint. (How much does it cost to fix this? A few thousand dollars?) This just gives a poor impression of brand India. I think it cements @virsanghvi’s point that Air India is perhaps trying to morph itself into a low-service airline without clearly articulating the pivot for its customers.

[Sundeep Kumar @sundeepkr]

@ValueStockGeek It’s depressing to see ARPU and volume growth in pets categories alongside a decline in baby products, almost as if consumers are filling a void.

[Sundeep Kumar @sundeepkr]

@Iyervval Think I remember your golden tweet on India’s “political refugees”… By taking in India’s radioactive waste, the US bears the burden for India, just as Christ bore the cross for mankind. Indians should be eternally grateful to the US for not heeding India’s advice.

[Sundeep Kumar @sundeepkr]

Sorry, I am not sure if that’s true. The very top tier of engineers in India and China head to PhD programs. A few end up at quant funds (like the US). A lot end up at home brewed tech giants, startups and US BigTech (again, not dissimilar to the US). The top tier certainly doesn’t go to IBM, and this can be proven easily.

Teams in India and China are as good as the US, and as intense (probably more…).

[Sundeep Kumar @sundeepkr]

@thejobchick Might want to check out changes to USPBS in FRED (employees engaged in business and professional services). Think for the first time in over 50 years (likely longer), there's a full one year of negative growth, outside of a recession.

[Sundeep Kumar @sundeepkr]

@JoeyMannarinoUS They are probably not “in the US”. There’s an exceedingly large number of people with valid US visas that’s getting counted in the 55MM figure. Here are slightly dated DHS estimates which I had handy - hard to believe these would have increased by 15x in a few years. Take care

[Sundeep Kumar @sundeepkr]

@tolstoybb Thankfully that’s changed now and UK seems to have earned a profit on its ‘business investments’ https://t.co/wAp4he0ueJ Feel bad though that UK nuked her space agency - this is a one-way door decision and not befitting a G7 economy.

[Sundeep Kumar @sundeepkr]

@joulee @Meta "Activity is not the same as impact. Speed is not the same as velocity."

[Dr Phoxotic @Phoxotic]

@RnaudBertrand They skipped the war and just went straight to the Treaty of Versailles this time

[Sundeep Kumar @sundeepkr]

Sabih Khan's elevation to @Apple COO reminds me of this decade-old legend. @FoundersPodcast, please cover the ops crew that built one of the world's most efficient supply chains, led by @tim_cook.

[Sundeep Kumar @sundeepkr]

@chamath The root cause is also the artificial scarcity in the Ivy league. @UCBerkeley has 33,000 undergrads; @Harvard, @Columbia have under 8,000. Undergrad enrollment hasn’t meaningfully increased over the past few decades. @delong as usual puts it well.

Same problem as medicine.

[Sundeep Kumar @sundeepkr]

@gregisenberg Activity is not the same as impact. Speed is not the same as velocity.

[Sundeep Kumar @sundeepkr]

@rezacentral @devahaz This is soo funny and true - made my day LOL