Vikrant ~ विक्रांत

Farmer with an opinion on AI, Defence, Politics, Travel, Automobiles, India, Football & Tea. Shayari, Humor & Bibulous.

Views Own. RT's ≠ Endorsement.

[Vikrant ~ विक्रांत @vikrantkumar]

उम्र भर ग़ालिब यही भूल करता रहा,
धुआँ पराली से था और पटाखे बंद करता रहा...

[Vikrant ~ विक्रांत @vikrantkumar]

@manojzxc @Yathart19162568 Sir, Next time pls spare my TL with your comments, You can ignore my posts !! thanks in advance.

[Vikrant ~ विक्रांत @vikrantkumar]

TEDBF (in its current form) is dead !!

After IN went for additional Rafale-M order, there is no room for existing iteration of TEDBF.

By the time it's fully ready (if at all) world will move towards a 5.5/6 Gen deck based fighter.

ADA/IN should now work on a AMCA derivative as a A-DBF.

[Vikrant ~ विक्रांत @vikrantkumar]

@Yathart19162568 @manojzxc Source : https://t.co/xcs4Arr8ty

In fact We do have requirment, as we will need Deck based jets for future AC's. And it gives a cusion for dev and take the pressure off Mig29Ks.

But only if we can move in time and show urgency!!

[Vikrant ~ विक्रांत @vikrantkumar]

सारे सुवर काकरोच बने घूम रहे है !! #cjp

[Vikrant ~ विक्रांत @vikrantkumar]

One more state, at least something is changing, hopefully it's implemented in letter and spirit 🙏

[Kashish News @KashishBihar]

पटना में 30 होटल और 30 अस्पतालों पर सीलिंग की तलवार 🚨

▪️ दिल्ली और मुजफ्फरपुर अग्निकांड के बाद बिहार फायर विभाग एक्शन मोड में।
▪️ पटना में होटलों, अस्पतालों और मैरिज हॉलों की सघन जांच शुरू।
▪️ फायर सेफ्टी नियमों की अनदेखी करने वाले 60 संस्थान रडार पर।
▪️ 30 बड़े होटल और 30 अस्पतालों को सील करने का प्रस्ताव भेजा गया।
▪️ नोटिस के बावजूद सुरक्षा मानकों का पालन नहीं करने का आरोप।
▪️ जिला फायर कमांडेंट रितेश कुमार पांडेय ने की सख्त कार्रवाई की अनुशंसा।
▪️ मुख्यालय की मंजूरी मिलते ही शुरू होगी सीलिंग की कार्रवाई।
▪️ शुक्रवार से प्रशासनिक कार्रवाई का बड़ा अभियान चल सकता है।
▪️ सभी जिलों को एक सप्ताह में फायर सेफ्टी अनुपालन सुनिश्चित करने का निर्देश।
▪️ नियमों की अवहेलना करने वाले संस्थानों पर अब बिना मोहलत चलेगा प्रशासन का डंडा।

[Vikrant ~ विक्रांत @vikrantkumar]

The solution is a one-time, state-wide enforcement drive. Issue public notices, bring in temporary manpower, inspect every commercial property, and use independent auditors for random compliance checks.

The problem? Those who benefited from violating the rules are also voters. That makes strict enforcement politically expensive, which is why govts keep postponing it until the next tragedy.

[Vikrant ~ विक्रांत @vikrantkumar]

Cases like Malviya Nagar will keep happening.

Decades of MCD corruption, combined with the Delhi's culture of jugaad to bypass rules, have created lakhs "Flourish Stay" across Delhi.

When rules are ignored & enforcement is compromised, such incidents become inevitable.

[Vikrant ~ विक्रांत @vikrantkumar]

At least Someone is taking the above suggestions seriously 🙏🤞

[ANI UP/Uttarakhand @ANINewsUP]

Taking cognisance of the Malviya Nagar restaurant fire in Delhi, UP CM Yogi Adityanath has issued strict instructions.

He has directed officials from all development authorities, police departments, PWD, and fire departments, along with several other departments that "All high-rise buildings, offices, hotels, and commercial establishments should be thoroughly inspected, and fire safety systems should be strengthened. All hotels should undergo special security inspections and submit an audit report."

[Vikrant ~ विक्रांत @vikrantkumar]

@ajitkdubey Piche James bond theme lagana tha 😀

[Vikrant ~ विक्रांत @vikrantkumar]

The Il-114-300 is built for Arctic outposts and rough airstrips, not India's competitive regional airline market.

ATR 72 & Dash-8 win on fuel burn, certification, supply chain, maintenance support, and operational efficiency.

Cheap acquisition costs can't overcome poor economics.

[Russia's Pivot to Asia @RussiasPivot]

Russia, India Negotiating The Joint Production of 200 Ilyushin and Yakolev Commercial Airliners
https://t.co/Cvssw92yhM
Russia and India are negotiating a potential agreement for India to manufacture the Ilyushin 114-300 turboprop and the SJ-100 superjet under licence from Russia, in India, using both Russian and Indian parts. It could involve up to 200 aircraft.

[Vikrant ~ विक्रांत @vikrantkumar]

@flightradar24 I has to be beoing and 787

[Ekita @LostByWaves]

This is doing the rounds on Instagram and WhatsApp...

[Rahul Roushan @rahulroushan]

Akanksha Chaturvedi. Brahmin girl. Daughter of a poor farmer. She'd have died thanks to your policies too where a Brahmin is supposed to be rich and oppressive just because of their birth. Even Cockroaches are Ambedkarites. Everyone will have fake sympathy for her family.

[Santosh Rao 🇮🇳 @Right_of_voice]

@vikrantkumar All True

But Replace Delhi with India. And it will still be true.

[Vikrant ~ विक्रांत @vikrantkumar]

बर्बाद-ए-गुलिस्ताँ करने को बस एक ही उल्लू काफी था.

[BJP Bihar @BJP4Bihar]

चौंकिए मत, ये बिहार की राजधानी पटना है!

जहां भाजपा-NDA सरकार,
वहां विकास की तेज रफ्तार...

[Rahul Roushan @rahulroushan]

If I were in Delhi Police, I'd have, finally, allowed GC activists to have their protests on 6 June at Jantar Mantar 😎

[Vikrant ~ विक्रांत @vikrantkumar]

@johnkonrad @shashj @SergioGor The guy is a pussy, couldn't handle a sarcastic comment 5 years back and blocked me.

[Sumedha 🇮🇳🪔 @SumedhaDua]

Except for Lutyens NDMC area and few colonies of South Delhi rest all is a hell hole.
All thanks to the floorwise sale permission given in Delhi.

[Vikrant ~ विक्रांत @vikrantkumar]

BJP बंगाल को ममता दीदी के इस पाप के लिए पश्चाताप करना चाहिए!

5-5 कोड़े 11 नेताओं को खुद मारने चाहिए.

[BJP West Bengal @BJP4Bengal]

Babasaheb Dr. B. R. Ambedkar gave a voice to millions and laid the foundation of modern India through the Constitution.

Any insult to his legacy hurts the sentiments of countless people who see in him a symbol of justice, equality, and self-respect.

History remembers those who build nations and it also remembers those who fail to respect them.

[Vikrant ~ विक्रांत @vikrantkumar]

बिल्कुल गलत किया ममता दीदी ने, उन्हें सुबह सुबह नहा कर, खाली पेट जाना चाहिए था.

खैर नए ज़माने के देवता है, तो लोगों को लगते लगते आदत लगेगी.

[Dilip Mandal @Profdilipmandal]

बाबा साहब को फूलमाला चढ़ाते समय ममता बनर्जी ने चप्पल पहन रखी है. ये गलत तरीका है. ऐसा नहीं किया जाता है. बच्चों तक को ये बात पता है.

[Nostra, House of Gold @Nostre_damus]

US Treasury seizing Iran's crypto destroyed the only use case for crypto

Few understand this

[Vikrant ~ विक्रांत @vikrantkumar]

Imagine fighting a war for 3 months, declaring victory every few days, and yet ending up with the very threat that started the war becoming larger and more dangerous than before.

This is massive masterstroke by any standard !!

[Bull Theory @BullTheoryio]

🚨Michael Burry says Nvidia has 3 big customers and if they stop buying the whole thing is over.

Those 3 customers now account for 64% of Nvidia's entire accounts receivable.

In 2020 that number was 33%. It jumped 8 percentage points in a single quarter.

Nvidia's revenue is not spread across a broad market. It is almost entirely dependent on a handful of buyers.

Burry's argument is about why those buyers may slow down or stop entirely.

He calls it the "bezzle." The bezzle is not that AI is fake. It is that a massive portion of current AI spending is coming from companies that are benchmarking models, testing systems, and competing on AI leaderboards.

That activity is temporary. It will end. But it is being counted and financed today as if it is permanent growing demand.

He says: "They are just flying empty airplanes around."

When that benchmarking phase ends those 3 concentrated customers have far less reason to keep ordering chips at the current pace.

And because Nvidia's revenue is this concentrated even a partial slowdown from those buyers creates a massive hole in its numbers.

Now here is where it gets more alarming.

Microsoft, Amazon, Alphabet, Meta, and Oracle together have $662 billion in off balance sheet AI commitments according to Moody's.

Standard accounting rules allow companies to keep this completely hidden from their reported numbers.

To fund this infrastructure private equity firms have been buying life insurance companies.

But why?

A PE firm owns illiquid investments that need financing. It buys an insurance company which collects premiums from ordinary policyholders. That insurance company then invests those premiums into the PE firm's own illiquid assets.

The PE firm then sets up a captive reinsurer in Bermuda with lighter capital requirements and pushes the insurance risk onto that offshore balance sheet.

Burry's point is that all of this is connected. The same PE firms own the insurance companies funding the AI debt. The same Bermuda structures hold the risk.

If any major hyperscaler walks away from a data center commitment everything hits at the same time because every counterparty in the chain is linked to the same underlying assets.

The AI boom is being measured during the most artificial phase of the buildout.

Nobody knows what real demand looks like when the benchmarking phase is over and $662 billion in hidden commitments needs to be serviced.