Vaibhav Bhatnagar💙

Comman Man..Proud Indian..

[Mindset Machine  @mindsetmachine]

The Three Keys to Happiness

[Hey Brother @OHeybrother]

Bruce Lee died in 1973, at the age of 32. But he was not wrong when he said:

Most people ignore this:

[Vikas Vij @TheClubJunto]

IT Industry's First Lifeline Against AI

Fortune Headline: AI Proving Costlier Than Human Employees

Vishal Sikka: Token costs are becoming a real issue

Microsoft: Canceling Claude; moving engineers back to Copilot

Indian IT: AI Hybrid + ₹ @ 100 can change arithmetic

INSIGHTS:

First Cracks in the AI Story

a. In recent months, Anthropic’s AI agentic tool Claude sparked a massive selloff in SaaS and IT services stocks, erasing hundreds of billions in market value.

b. On May 22, 2026, Fortune magazine has published an article which says that recent corporate reports are “exposing AI’s real cost problem.”

c. Microsoft has begun cancelling most of its Claude Code licenses, moving thousands of its developers, project managers, and designers back to using its in-house GitHub Copilot CLI.

d. Microsoft isn’t alone. Uber’s CTO said the firm had already burnt through its entire 2026 AI coding budget in just 4 months (Jan to Apr). Meta, Amazon and other tech firms pushing for max use of AI tokens too face the same dilemma.

e. Fortune article says: “These reports may throw cold water on the bets tech industry has placed on AI. While some cling to the promise of an “AI revolution,” the cost of adoption is proving a stubborn bottleneck.”

f. Highlight Line for IT Services: “The economics of replacing or augmenting human labor with AI may be more complicated than some early forecasts originally implied.”

g. Earlier today, Dr. Vishal Sikka posted the Fortune article on his X account with these comments: “Token costs are becoming a real issue. In the weeks/months ahead, I expect more scrutiny of AI usage.”

h. Goldman Sachs recently forecasted that agentic AI token consumption could increase 24x by 2030. So, even if the cost-per-token will fall sharply, aggregate costs will rise.

g. AI compute, inference, energy, and tooling costs (including AI native expert costs) are not going to zero. Just as broadband internet or electricity never became free despite massive improvements in efficiency and scale.

h. Jevons Paradox: As more AI use cases emerge for individuals and businesses, the increased token consumption will outpace falling unit costs.

i. Citing Pew Research polls, Harvard’s Gazette reported last month that public opposition is rising over the large water & electricity demands that data centers impose on communities, while creating almost no new jobs. (1.4 GW Data Center = electricity for a million US homes.)

Indian IT Cost Modeling

Here’s a rough back-of-the-envelope calculation:

The Human Cost

The current cost of a mid-level Indian IT developer is ₹950 per hour (including salary plus fixed & operational overheads).

At the exchange rate of ₹95, this engineer costs the company $10 per hour.

If the exchange rate is ₹100, the cost goes down to $9.50 per hour.

The AI Multiplier

Now train this IT developer on enterprise AI tools. This won’t replace the developer, but it will make him twice as efficient (2x multiplier). So, he can now finish 2 hours worth of work in 1 hour.

Therefore, cost per hour drops to $4.75 (half of $9.50)

Cost of AI Tools

Indian IT companies have to rent AI models from the US. Assume that the cost of AI tooling is $6.25 per hour for every IT engineer using the system.

Total Cost of Operation

$4.75 + $6.25 = $11 per hour

This is the “Indian AI-Augmented Model” @ $11 per hour

Who Wins the Global Price War?

100% AI Model in the US (with high AI native expert salaries, AI token costs, data center power costs, and local overheads & taxes) may cost $15 to $20 per hour.

An India IT firm can deliver the same high-tech AI-driven work at an internal cost of $11 per hour.

Weak ₹ as a Tactical Weapon

With every ₹1 depreciation against the US dollar, an Indian IT export firm’s operating margin expands by 30 to 50 bps (0.3 to 0.5%).

The way China intentionally undervalued its currency for years to dominate world trade, India must also learn to weaponize the rupee to its advantage.

If cracks indeed begin to emerge in AI frontier model cost economics, it will be time for India to go on the offensive and fight the IT & GCC service exports battle on the front foot.

@arabicatrader

[Vaibhav Bhatnagar💙 @Vbhatnagar1206]

@ZeptoNow
Pathetic support. Sent 2 emails, no proper response. Order ID: RKNONNODB53775. Need immediate action. I guess @letsblinkit is much better in providing response..

[Teslaconomics @Teslaconomics]

Today is the start of a very important day in the AI world... the trial between Elon and Sam/OpenAI begins today in Oakland Federal Court. The jury selection is happening right now in the U.S. District Court for the Northern District of California and opening arguments are expected Tuesday. The civil jury trial is projected to last 2-4 weeks, with Judge Yvonne Gonzalez Rogers making the final call.

So let me tell you why this fight all came about.

1/ In 2015 Elon co-founded OpenAI with Sam Altman and others as a nonprofit to develop artificial general intelligence safely and openly for the benefit of all humanity... this was supposed to NOT be for profit or for closed corporate control. Elon was a major early funder, contributing around $38-44 million (~60% of early seed funding) plus resources like compute and recruiting.

2/ Then, Elon left the board in 2018 over disagreements for the direction of the company and Microsoft’s growing role of the company.

3/ Later, OpenAI took billions from Microsoft, restructured with a for-profit arm, initially “capped profit,” now more commercial... went closed-source in practice, and exploded in value with ChatGPT. FYI, the current valuation of OpenAI now sits at ~$852 billion and the company recently completed restructuring with a for-profit entity reporting into a nonprofit foundation.

Now, with the trial, Elon is saying Altman, Brockman, and OpenAI breached the founding charitable trust and agreement by turning it into a “wealth machine” that prioritizes profits and insiders over the original mission. He claims they deceived him about their plans...

This lawsuit was originally filed in November 2024, was withdrawn, and then revived in early 2026. And just this Friday, April 24, Elon voluntarily dropped the fraud claims to “streamline” the case and keep the jury focused on the mission issue... proceeding on breach of charitable trust and unjust enrichment.

This is what Elon is looking to get back from Sam and OpenAI:

a/ substantial damages, with stakes in the $100B+ range, with many reports saying it's in the range of ~$134B and the winnings will be given to the nonprofit/charity arm and will NOT benefit Elon personally

b/ possible unwinding/restructuring to restore the original nonprofit mission

c/ leadership changes (e.g., getting rid of Altman/Brockman from key roles).

On the other side, OpenAI is claiming:

a/ Elon knew about and once supported commercialization steps, saying he even explored merging with Tesla or gaining control himself

b/ OpenAI calls the suit competitive sabotage from rival Elon's company xAI and says this is driven by jealousy over OpenAI’s success

This is SUCH an important trial in the world of AI... people may not fully understand.

The reason is bc Elon has repeatedly warned that profit-driven, closed-source AGI is very dangerous. This is his chance to enforce the original “benefit humanity” mission he helped create and walked away from in 2018. A big win will hurt OpenAI’s valuation, upcoming IPO plans, Microsoft partnership, and market dominance/customer perspective of the company... and this will also force real changes in how the world’s leading AI lab operates, influencing the entire AI race and future regulations.

For me, Sam Altman straight up CANNOT be trusted with the future of AGI, and this trial proves why Elon was right to fight it. This is the same guy who got fired by his own board in 2023 for not being “consistently candid,” then crawled back in and turned the nonprofit “open for humanity” promise into a closed-source, Microsoft-bankrolled profit machine worth hundreds of billions. Elon was the one who put up the early cash and vision to keep AI safe and beneficial for all of us... not to create a trillion-dollar insider club. If Altman gets away with rewriting the rules after the fact, it sets a dangerous precedent that mission-driven tech is just marketing fluff. I believe Elon isn’t doing this for ego or rivalry... he’s really doing it bc someone has to hold the line before profit-over-people AGI becomes unstoppable. This one’s personal for the man who actually wants to understand the universe instead of just cashing in on it. Humanity needs Elon to win.

And that's who I'm rooting for!

[Epic Maps 🗺️ @theepicmap]

This is what astronauts see during reentry into Earth’s atmosphere 🤯

[Vikas Vij @TheClubJunto]

IT Sector's Sunset Is Near

1. TCS: 92% FCF as dividends; zero risk; old bureaucracy continues

2. Strategic Sector: 10% of GDP; 30% of Exports; 6M Workforce

3. Biggest Hangover for FIIs & INR: No AI pivot

4. Vishal Sikka: In next 3-4 Qtrs disruption begins in Indian IT

FACTS:

The IT Valuation Trap

a. AI Compression: On 24 Mar, JP Morgan warned that Indian IT sector is caught in a “valuation trap.” Instead of being a beneficiary of AI, Indian firms are facing the opposite: AI margin compression.

To offer a cheaper cost than the client’s in-house AI team, it can become a race to the bottom (your manpower model vs. their AI models).

b. Dollar Revenues: FIIs look at dollar revenues as the most important metric. If dollar revenue declines, it means clients are buying less (even if you earn more due to rupee depreciation).

c. TCS FY26 Dollar Revenue: (-) 0.5% YoY. First-ever decline in TCS history. For context, Accenture grew +8% in the same period.

d. TCS Valuation Risk: TCS P/E ratio is higher than Accenture because TCS operating margins are much higher (25% in Q4) compared to Accenture’s 15-16%.

That’s because TCS pays its employees even less than a bus conductor. Now that entire model is at risk because clients don’t want manpower-led billing.

e. Indian IT founders want to die rich, so they will not innovate. Innovation is risky. They won’t make aggressive acquisitions or even split their company. (AI subsidiary can be a non-legacy product business to compete globally.)

f. Capital Allocation: In TCS, every leader, including the Board of Directors, is an employee who works for a pay raise, bonus, and a nice retirement. They are not agents of change.

So, they did not change the business model. TCS returned 92.1% of Free Cash Flow (₹39,571 cr out of ₹42,983 cr) in FY26 as dividend.

India’s Most Strategic Sector Is at Risk

a. IT industry’s share in India’s GDP has risen to over 9% in FY26 ($315 billion).

b. Net Forex Earner: IT sector constitutes 30% of India’s exports, making it a critical source of foreign exchange and rupee stability.

c. Direct employment in IT industry is 6 million. Many more industries and workers are indirectly supported by this skilled, white collar workforce.

Vishal Sikka’s Warning

Vishal Sikka is the guy who wanted India to pivot to AI a decade ago. But India was not ready to seize global leadership. Now he is warning the IT sector once again. Excerpts from his interview of March 27, 2026:

a. IT stocks are getting thrashed because the market believes Indian IT companies will not be able to change in time. Market has a wisdom of its own, but who knows. Time will tell.

b. In any case, one thing is clear. If Indian IT companies don’t adapt to AI, and don’t make this change, then they will not make it. That is for sure.

c. You will start to see that happen in the form of decline in margins, to begin with. And over time, it will be followed by decline in revenues.

d. If you continue to renew the existing contracts on existing terms (manpower-led billable hours), then some of those customers will simply not renew.

e. Some of those customers will ask for new terms, which are going to be very difficult to match for Indian IT firms, unless you are able to bring AI into your business model.

f. So, the question is: what percentage of the existing contracts is going to get disrupted this way? I think in the next 2/3/4 quarters, we will start to examples of that.

g. On the contrary, if you start to see Indian IT companies demonstrating thousands of new efforts around new kinds of transformational work using AI, then there is no threat, but a massive growth opportunity.

h. I don’t know how the market is seeing this, but very soon it will be clear whether Indian IT’s transition to AI is happening or not.

i. What should Indian IT companies do to stay relevant? Build own AI platforms, own AI intellectual property (IPs), and double down on AI integration into services.

j. What piece of puzzle can Indian IT companies start off with? Skill as many people as possible in using AI agentic work. Offer services using AI-driven business models (outcome-based models; not billable hours-based).

k. And build all of this as fast as possible, assuming there is no tomorrow.

ENDPIECE: Hungry vs. Over-satisfied

When a developing country is dominated by mature, zero-growth dinosaurs with a resistance to risk and innovation, it will drift into irrelevance in a competitive world.

@arabicatrader

[Dr. Biohacker @Dr_Biohacker]

You sleep 8 hours every day,
But still wake up tired.

Coffee, napping, & exercising don’t help.
Your energy is always drained.

Here’s what’s going on
(& 3 simple ways to fix it):

Problem 1: Waking up at 3-4 AM

[Dalton (Analyze & Optimize) @Outdoctrination]

CAVITIES - A sign your internal health is deteriorating.

This is how they happen step by step and how to prevent them (🧵1/14):

[Vaibhav Bhatnagar💙 @Vbhatnagar1206]

@dhanesh500 The Bitcoin comparison is exaggerated

[Nitin Nabin @NitinNabin]

सोमनाथ महादेव की जय 🙏

#SomnathSwabhimanParv

[Knowledge & History @xKnowledgeBANK]

The difference between UAE, Dubai and Abu Dhabi

[Vaibhav Bhatnagar💙 @Vbhatnagar1206]

@palkisu @rajinikanth sir home..

[RajPattem @pattem_raj]

Well done Arnab for standing with common man and questioning government

[Aravind @aravind]

If you have a headache or some other pain right now, at the end of this post you may not have one. Try it.

Read each line and visualize what is asked before going to the next line.

Start.

Imagine where is your pain?

What shape is it?

What color is it?

Again...

Where is your pain?

What shape is it?

What color is it?

Again...

Where is your pain?

What shape is it?

What color is it?

Again...

Where is your pain?

Mostly, you may not feel the pain now. Is it gone? Or lessened?

It's perfectly alright to reply "I wasn't having a headache but got a headache reading your post" for some fun.

But for the serious folks out here, those who did have a headache or some pain when starting to read my post. Where is your pain now?

If it is gone: The way this post worked is called a "Cognitive shift" in psychology. Your brain is being tricked to imagine the pain is not really painful and it is not real.

The visualisation also creates competing mental "noise" that competes with your pain closing the "gates" of pain signal. This is called "Gate Control Theory." Then there's something else called "Relaxation response" also at work.

May be, you didn't have any pain now to see my words work. Do try it when you have some pain like a headache. And if it works, you will understand this is how psyops work.

Psyops are designed to make you feel more or less pain by about any situation. That is, they can blackpill you so much to seek anarchy to try control your mental disturbance. Like they are doing it in India now to Gen Z to destablize the govt.

Or whitepill you into doing nothing and feeling no pain even with so many issues around you. Like the CCP of China, and some other so-called democracies do to its citizens whitepilling them with Psyops.

Once you understand this, you will be careful of everything you read online and how you feel about them.

[Kiran Mazumdar-Shaw @kiranshaw]

I had an overseas business visitor to Biocon Park who said ‘ Why are the roads so bad and why is there so much garbage around? Doesn’t the Govt want to support investment? I have just come from China and cant understand why India can’t get its act together especially when the winds are favourable?’ @siddaramaiah @DKShivakumar @PriyankKharge

[KALKI @immortaldharma]

Shiv Tandav Strotram the heartbeat of the universe.

[Fan Account Richard Kettlebourogh @RichKettle07]

Remember the name - "Andy Pycroft" from Zimbabwe 🇿🇼

[DD News @DDNewslive]

#WATCH | On the occasion of Prime Minister Narendra Modi's 75th birthday, the iconic Burj Khalifa in Dubai lit up in grandeur, displaying "Happy Birthday " to PM Modi in a spectacular tribute. This gesture symbolises the strong India-UAE friendship and the global recognition of PM Modi’s leadership.

#PMModi #BurjKhalifa #IndiaUAE #HappyBirthdayModi #GlobalTribute #Diplomacy #75thBirthday

[Ajeet ( opensox.ai ) @jackedAJ]

i periodically watch this reel at least twice a week.