Everyone chases the shortcut. Almost nobody sticks around for the compound. 16 years in India's markets and real estate have taught me one thing above the rest: compounding is slow, boring, and it's the only thing that actually works. 🧵
Michael Bloomberg to Warren Buffett & ex-CEO of Goldman Sachs: "I would like to hire the person whose father never was there, whose mother was in a drug treatment program, and he had to go and work three shifts at McDonald's to take care of his siblings."
this is him explaining who he refuses to hire no matter what, why he says you are unlikely to hire from Harvard, Yale or Princeton, and that this is fine, and what he tore down to run a company of twenty thousand
"don't hire your relative, don't hire your friend, unless you absolutely have to"
"rip down the walls, make an open plan"
bookmark & watch it - read the article below now ↓
Neurophysiologist Louisa Nicola trains NBA players' brains and studies Alzheimer's for a living, and she says this 5-minute drill can sharpen your brain:
"Using just a tennis ball and an eye patch, you can train your cognitive reserve, your processing speed, and your reaction time."
"Start by throwing the ball against the wall, right arm to right arm, then alternate hands. That alone engages almost all of your executive functions."
"Then put on an eye patch to block out 50% of your vision, so your visual system has to work under load and stress. To make it harder, stand on one leg and bring your cerebellum and balance into it."
"This is the same drill I used with NBA players to sharpen their reaction time."
PS. We post daily breakdowns on brain health and longevity, so if that's you, follow us @LxngevityLab for more.
Like and repost if you found value in this post:
In 2007, a young footballer gently bathed a baby during a charity photoshoot.
No one knew they were looking at two generations of greatness.
Today, one is arguably the greatest footballer in history.
The other could define the next era.
Life has a remarkable way of connecting moments that seem ordinary at the time.
Never underestimate the power of today—you may only understand its significance years later.
Some photos don’t just capture a moment.
They capture history before history happens.
Neil Movva (@neilmovva) started his career at Nvidia, working on GPUs and kernels, and has an unusually deep understanding of inference, from software to chips to power.
We spend a lot of time on each of those layers, how they connect, and where the important tradeoffs are.
What makes this conversation special is how detailed it is (like a 401-level class), yet Neil makes it remarkably clear and easy to follow.
Today he runs Sail Research, a company building infrastructure for agents to make tokens as cheap as possible.
We discuss:
- Latency versus throughput
- Why there are no bad chips, only bad pricing
- The end of kernel engineering
- Buying chips and power no one else wants
- New chip architectures
- Nvidia lore + his contrarian view of the company
- Open source and the frontier labs
I learned a ton. Enjoy!
TIMESTAMPS
0:00 Intro
0:38 Building a “Token Factory”
4:21 The Future of Background Agents
13:09 Nvidia and the GPU Stack
23:27 Chips, Memory, and Transformers
36:14 The Future of AI Training Data
44:32 Chip Scarcity and Compute Arbitrage
52:44 Reinventing the AI Data Center
59:01 Power and the “Scavenger Strategy”
1:10:10 Open vs. Closed AI
His family once owned over 2,000 acres of land in Bombay.
He spent 7 years working 18-hour days dealing with land, tenants, squatters, industries, shops, redevelopment and everything that came with managing a massive family estate.
And he managed to come out of the entire process without a single litigation.
He’s none other than Dr @rajanya_ravasia, Chairman and Managing Director of Adventum Wealth.
At one point, he was dealing with around 600 acres of land, and instead of getting caught in endless disputes, he took a very different approach.
His philosophy was simple. Even if he had to leave 10% on the table to reach an agreement, the time he saved could be far more valuable than spending years fighting over that last 10%.
Then came the Global Financial Crisis.
Real estate fell, stock markets fell, and the Indian Rupee depreciated sharply against the dollar.
That period completely changed the way he thought about wealth.
He realised that having your entire wealth concentrated in one currency and one property market was a risk he never wanted to take again.
So he started looking outside India.
He travelled to markets such as Australia, met with accountants, lawyers, brokers, and developers, walked the streets himself, and studied how property investing worked across countries.
What initially started as investing and diversifying his own wealth soon had friends, industrialists and other wealthy families asking him to do the same for them.
That eventually led to the founding of Adventum in 2015.
The company initially explored investment opportunities across Australia, the US and the UK, before increasingly focusing on the UK market.
Today, through Adventum Wealth, he advises wealthy families and family offices on global investments, structuring and cross-border wealth creation.
From spending 18-hour days resolving a complicated family land estate to building a business around helping families diversify their wealth globally, his journey is probably one of the best examples of turning personal experience into professional expertise.
Sometimes, the hardest problems you solve for yourself become the foundation of the business you eventually build.
Watch the full conversation only on The India Opportunity Show. Link in comments.
PS: Happy Independence Day to Everyone 🇮🇳
हुनर किसी पिनकोड का मोहताज नहीं। आसमान सबका है।
Proud to announce the inaugural cohort of #vandebharatam
26,000+ entries, limitless ambition and one shared dream - building a self-reliant, innovative Bharat.
JPMorgan CEO Jamie Dimon on the day he was fired from Citigroup after 15 years: "my boss called me in and said we want you to resign - to which I said, OK. I went home. the youngest one said, Dad, do we have to sleep on the streets?"
this is him explaining how he rebuilt a bank from a $511 million loss into the largest in America, what he does every Sunday with the problems he is avoiding, and what he told the man who fired him a year later
"it was my net worth, not my self-worth"
"I called him a year later. I told him I didn't think he did the right thing for Citigroup. then I told him the mistakes I made. he acknowledged my mistakes"
"if you split a taxi receipt, that's stealing. if I caught you doing that, I'd fire you"
"would you have your child work for that person? half the time we promote people, we would not let our kid work for them"
bookmark & watch the full conversation ↓
Union Minister Shri @PiyushGoyal announced a Task Force to support the toy sector and identify strategic interventions to help India achieve a 5% share in the global toy market by 2032.
#MakeInIndia#ToyIndustry
Everyone chases the shortcut. Almost nobody sticks around for the compound. 16 years in India's markets and real estate have taught me one thing above the rest: compounding is slow, boring, and it's the only thing that actually works. 🧵
Lesson 4: An MBA teaches you the math of compounding in a spreadsheet. Nothing teaches you the patience it actually takes — that only comes from doing it.
If u intend to make generational wealth look
- defence technology
- aerospace
-Bio tech
-space tech
- chip makers
Support first generation entrepreneurs with expertise in deep tech and precision engineering.. India is just starting here !