Vardhman Yadav

In the relentless pursuit of LESS but BETTER. #Navodayan. S/W Testing and Sports, #FlyEaglesFly

[Vardhman Yadav @vardhmanyadav]

When things aren't adding up in your life, start subtracting!

[Vardhman Yadav @vardhmanyadav]

Why fix the road when car can just download the patch 😂 @elonmusk #Tesla #FSD

[Kalshi @Kalshi]

JUST IN: Elon Musk says Tesla vehicles will soon be able to avoid potholes

[India in Canada @HCI_Ottawa]

Niagara Falls were illuminated in the colours of the Tiranga on the occasion of India’s 80th Independence Day.

Spectacular sight to witness from Canadian soil. 🇮🇳

[Mario Nawfal @MarioNawfal]

🇵🇾🇫🇷 Paraguay had a game plan against France, and it involved the ball... occasionally.

Writer: Monica

[Vardhman Yadav @vardhmanyadav]

@FIFAcom @FIFAWorldCup should be ashamed on those referees allowing such play without any cards. This was one of the worst game against the sports sprit in the current World Cup.
#France #Paraguay #Fifa

[Kahin Olabiliriz @Kahinolabiliriz]

Fransa - Paraguay maçına sonradan bir baktımda ne saçma sapan bir maç olmuş bu Fransa sakat vermeden bitirmesi mucize olmuş resmen 😂

#france #paraguay #Mbappé #olise

[unusual_whales @unusual_whales]

BREAKING: Gautam Adani agreed to pay $6 million to settle SEC allegations that he broke US securities rules by making false and misleading representations about Adani Green, per Bloomberg

[Andrej Karpathy @karpathy]

Software horror: litellm PyPI supply chain attack.

Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords.

LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm.

Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks.

Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages.

Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

[Shanaka Anslem Perera ⚡ @shanaka86]

A blog post just wiped $30 billion off IBM in a single afternoon.

Not a product launch. Not an earnings miss. Not a competitor undercutting on price.

A five-minute blog post explaining that Claude can read COBOL.

IBM dropped 13%. Worst single-day loss since October 2000. Twenty-five years of stock resilience ended by one AI company publishing a capability update.

Here’s what happened:

95% of ATM transactions in America run on COBOL. Hundreds of billions of lines power banking, airlines, and government systems. The developers who built them retired decades ago. The knowledge left with them. Finding engineers who can even read COBOL gets harder every quarter.

IBM’s moat was never the technology. It was the fact that nobody else could understand it. Entire consulting empires existed because the code was too old, too tangled, and too critical to touch. Companies paid IBM billions because the alternative was catastrophic system failure.

Then Anthropic published a blog post saying Claude Code can map dependencies across thousands of lines of COBOL, document workflows, identify migration risks, and translate legacy logic into modern languages. Modernization in quarters instead of years.

The market heard: the priesthood just lost its monopoly on the sacred language.

And this isn’t the first time. Last week Anthropic announced Claude Code Security for vulnerability scanning. CrowdStrike dropped. Okta dropped. Cloudflare dropped. One company is serially destroying legacy moats with blog posts.

Now here’s where it gets surreal.

This same company, on the same day, also published evidence that three Chinese AI labs ran 24,000 fake accounts and 16 million exchanges to steal Claude’s capabilities. DeepSeek used it to build censorship tools. MiniMax pivoted within 24 hours when a new model dropped, redirecting half its traffic to steal the latest version.

And yesterday, the Pentagon summoned this same company’s CEO for what officials called a “sh*t-or-get-off-the-pot meeting,” threatening to blacklist them like Huawei for refusing to let the military use Claude without safety restrictions.

Three stories. One company. Twenty-four hours.

The company destroying legacy moats faster than the market can reprice them is simultaneously being threatened by its own government and looted by foreign competitors.

Anthropic is valued at $380 billion. Its CEO says a 12-month delay in AI would make him bankrupt. The Pentagon wants to designate it a supply chain risk. Chinese labs are running industrial espionage against it. And it just proved it can vaporize $30 billion in market cap with a Monday morning blog post.

Whatever you think about AI disruption, IBM’s stock just settled the argument.

Full institutional analysis on my Substack.

https://t.co/AEv8EMPdsZ

[NFL @NFL]

FINAL: The @Seahawks are the last team standing.

[Pretty Cities @PrettyCitiesX]

Toronto, Canada 🇨🇦

[The Hindu @the_hindu]

#Watch | Introducing a night club-like atmosphere, minus the alcohol, bhajan clubbing is catching on in many Indian cities, including in Delhi, Kolkata and Bengaluru, as well as the US. Participants skew towards Gen-Z, who enjoy the sense of community it brings. Members of the Good Deeds Club in Chennai recently conducted a ‘bhajan clubbing’ event, with singers Sai Vignesh and Saindhavi entertaining the crowd with spiritual tracks.

✍️@srinivasjam
https://t.co/xzuzhOi8fX

[Chennai Super Kings @ChennaiIPL]

Man Got The..
Man Got The..
Man Got Aura! 🔥

#WhistlePodu

[Ray Dalio @RayDalio]

I personally appreciate the Trump administration’s launch of the Trump accounts, appreciate the Dells for piling on with their support, and appreciate both of them for allowing Dalio Philanthropies and others to join in. This emerging bipartisan effort exemplifies the sort of movement that I hoped for when I wrote “Why and How Capitalism Needs to be Reformed” https://t.co/ENU2WHJ3zV six years ago. These Trump Accounts are great not just because they put money into stocks for these young people but also because they draw their attention toward how finance, stocks, companies, and capitalism work to improve society and can work for them. For capitalism to work, it must work well for most people. In addition to contributing to these accounts, I will work with others on financial literacy education so everyone gets the basics down—like learning to earn more than one spends and how to save and invest well. Said differently, I believe that human capital—the ability of humans to earn money and handle it well—is the most valuable type of capital and the backbone of a strong country, so that is what I am now most interested in investing in. If the American people can do this in a bipartisan way, we will have a strong country.

[Aswath Damodaran @AswathDamodaran]

I am on sabbatical this academic year, and while I will not be teaching my corporate finance & valuation classes at NYU in Spring 2026, the full versions of my Spring 2025 classes, with lectures, class material and tests/exams are accessible online. https://t.co/pxLrAzyXQx

[Chamath Palihapitiya @chamath]

Toronto’s technical talent is consistently underrated.

This is why we continue to bet on it and want to grow the ecosystem of builders there.

If you’re in Toronto in January (or nearby), please come!

[Aakanksha @aakancvedi]

Something strange is happening in India's stock markets

In 2025, 63% IPO money raised didn't go to companies, but went to promoters and private equity

And this is not by accident, I spent weeks digging SEBI filings to understand how IPOs are rigged, here's what I found

1/12

[Philadelphia Eagles @Eagles]

SUNDAY NIGHT DUB

@BetMGM | #FlyEaglesFly

[Vardhman Yadav @vardhmanyadav]

Oh DMV is the perfect example!

[Elon Musk @elonmusk]

The reason government programs are so inefficient is that, unlike a commercial company, the feedback loop for improvement is broken, because they have a state-mandated monopoly and can’t go out of business if customers are unhappy.

No matter how bad the service is at your DMV (sorry to pick on DMVs), you still have to use your DMV, because it’s a monopoly.

[Polymarket Football @PolymarketBlitz]

Remember men, it’s never a sign of weakness to talk about your mental health issues, it’s a sign of strength.

Heartbroken for how Marshawn Kneeland must have been feeling and nobody knew. 💔

[NFL @NFL]

A moment of silence for Marshawn Kneeland.

[StatMuse @statmuse]

Blue Jays are the first team in World Series history to hit back-to-back home runs to start a game.