Safarnama @mindfullofASH

India’s larger strategic policy, especially on China, wasn’t invented 25 or even 50 years ago. It’s a continuum that evolved as the world changed. Socialist Ram Manohar Lohia was fixated on the Chinese threat, condemned its move into Tibet & Nehru’s optimistic accommodation of China. George Fernandes, a Lohia disciple, brought that view as Raksha Mantri. China is the oldest element in independent India’s strategic debate. Older than America. Check out Lohia’s writings 1948-49 and Nehru’s responses. As for India-US ties, history would be different if Kennedy hadn’t been assassinated in 1963. In 1963 there was an American military mission in India under a 2-star. It was in the same epochal months that China and Pakistan ‘discovered’ each other and “settled” their “border” which was essentially along POK. Territories “exchanged” included Shaksgam Valley. The die was now cast. This encouraged Pakistan for its 1965 misadventure and eventual dismemberment. India’s view of the wider world 1959 onwards has been influenced, to whatever extent, by the issues with China. What we’ve seen evolve over the past 35 (not 25) years is a post-cold War reset. It’s been logical and consistent across governments. What did anybody want India to do? From 1997 to 2014 Russia was also a member of G-8 until dropped for annexation of Crimea. Indian strategic thought evolves across generations, not designed for the tenure of individual US presidents whose tenure is limited. . Trump has less than 30 months left…

Sandeep @SandeepUnnithan

7 days ago

@Gen_RajShukla “For 25 years India outsourced its view of the wider world, and China, to Washington. That is now breaking down.” I don’t agree with this. Our strategic thinkers have been remarkably clear sighted about the China threat. When you have an unsettled border dispute with a

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US economic statecraft in the 21st century. US treasury secretary Scott Bessent spoke yesterday: The nation that cannot produce what it needs is not truly secure. The nation that depends on its adversaries for critical inputs is not truly sovereign. And the nation that reduces its economics to consumption is not truly prosperous.

Crazy take from Claude

India stands apart among G20 economies. While most countries begin taxing citizens close to their average income levels, India allows individuals to earn over five times the national per capita income before paying any income tax. With a Prosperity Multiple of 5.32x, India ranks first among G20 economies on this measure. The income tax exemption threshold has also risen sharply over the years. In 2013, individuals earning above ₹2 lakh were liable to pay income tax. Today, that threshold has increased to ₹12 lakh. By leaving more money in the hands of working and middle-class households, India's tax structure supports consumption, savings and upward mobility, reflecting a growth model centred on household prosperity and economic aspiration.

Neena Gupta is one of the most celebrated mathematicians of modern India, whose work reshaped algebraic geometry. Born in Kolkata in 1984, she showed extraordinary mathematical talent from an early age and pursued her studies at the Indian Statistical Institute, where she later became a leading researcher. Her most famous achievement came in 2014, when she solved the long-standing Zariski Cancellation Problem in positive characteristic. The conjecture asked whether, if X × A¹ ≅ Aⁿ⁺¹, it must follow that X ≅ Aⁿ. For decades, mathematicians believed this “cancellation” property always held. Gupta constructed a striking counterexample in characteristic p > 0, proving that the conjecture fails in general. This was a landmark breakthrough in affine algebraic geometry and had deep implications for understanding polynomial rings, automorphisms, and geometric structures. Her work established her as a global leader in algebra and earned her numerous top honors, including the Ramanujan Prize in 2021, making her the third woman ever to receive it. She has also received the Shanti Swarup Bhatnagar Prize and the Infosys Prize. Neena Gupta’s journey is a remarkable example of how deep abstract mathematics can overturn decades of accepted belief and redefine an entire field.

Been exactly a year since we launched water purifiers We now have TDS data from tens of thousands of Atomberg water purifiers installed across the country And we combined that with publicly available data from different government sources like central pollution control board, jal jeevan mission and central ground water board And built a free tool where you can enter your pincode and check your water quality- TDS levels, TDS variance, chemicals present etc

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India's share of the global aerospace supply chain is moving from roughly 2% toward 10% directionally. This isn't China+1 in the consumer-electronics sense (cost arbitrage, tariff avoidance). Aerospace supply chain diversification is driven by a different and arguably more durable logic... single-source risk concentration. Boeing and Airbus learned during COVID and subsequent supply shocks (Spirit AeroSystems' 2024 quality crisis being the most visible recent example) that having too much of the supply base concentrated in too few qualified suppliers is itself a tail risk to production rate. The OEMs are actively seeking to qualify new geographic suppliers not because India is cheaper (though it helps), but because supply chain single-points-of-failure became existential during 2020-2024. This is a structurally different and stickier kind of tailwind than cost arbitrage, because it doesn't reverse when Indian wages rise... it's about resilience, not just price. The 5-10 year qualification cycle is the other side of this coin... it means this reshoring wave, once a supplier is qualified, is sticky almost by construction. OEMs don't re-shop qualified aerospace suppliers the way they'd re-shop a commodity component vendor, the switching cost itself becomes the moat. So the macro trend here isn't really "India is getting cheaper aerospace work" it's "India is becoming permanently embedded in aerospace supply chains because the cost of re-qualifying elsewhere exceeds any savings from doing so."

Resight @ResightVentures

2 weeks ago

Airbus + Boeing forecasting ~42,000-48,000 new aircraft over 20 years, passenger traffic doubling by 2045-50, airline industry crossing $1 trillion in 2026. A meaningful chunk of that 42,430-aircraft demand figure is fleet replacement, not net fleet growth, which means it's

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Prof Aswath Damodaran on AI bubble and why the correction would be unlike anything before.

800+ million voices. Hundreds of dialects. 🇮🇳 One unicorn forging India’s AI destiny. 🤖 Sarvam turns India’s linguistic complexity into AI strength. While global LLMs fail on Indian languages, Sarvam has built sovereign foundational models for accents, code-mixing & cultural depth. Strategies: Train on vast regional data. Serve 800M+ vernacular users in healthcare, education & governance. Reject rented intelligence. Uniqueness: Diversity = powerful moat. India: Massive TAM. Transform public services & enterprised. Global: Export to Africa, SE Asia & beyond. Export inclusive AI to diverse markets. Implications: Sovereignty, jobs & leadership. Way forward: Heavy R&D + scale training, strong benchmarks, deeper partnerships. “We have to build it (AI) ourselves.” - @pratykumar Diversity isn’t a barrier, it’s India’s language moat. @SarvamAI By @sudhirchaudhary #SarvamAI #AIforBharat

See my piece on Musk and space capitalism: foreignpolicy.com/2026/06/17/elo…

C. Raja Mohan @MohanCRaja

2 weeks ago

Reliance Jio's proposal for a satcom network of its own marks a long overdue Indian effort to follow the US-led drive towards space capitalism: outlookbusiness.com/corporate/as-g…

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Food, nuclear, pharma, data centres. India’s four biggest growth bets are all water-intensive, being built in states that are already running out of it. The resource isn’t priced. The metering is just starting. Somewhere in that gap is a company worth building…

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Watch out for space capitalism…the idea is going to endure and become key currency of geopolitical power as well

C. Raja Mohan @MohanCRaja

2 weeks ago

Reliance Jio's proposal for a satcom network of its own marks a long overdue Indian effort to follow the US-led drive towards space capitalism: outlookbusiness.com/corporate/as-g…

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Bit by bit, quietly, but with certainty, India makes its place. No small feat for 1.4 billion in a noisy, argumentative democracy. @CleoPaskal Modi Era India displays geopolitical acumen | Learn more from @FDD fdd.org/analysis/2026/…

We are excited to announce that Sarvam is partnering with @PixxelSpace to power the AI backbone of India's first orbital data centre satellite. This is a first for the country, with India-built AI models running on an India-built satellite and both training and inference happening directly in orbit, without any dependence on foreign cloud or ground infrastructure.

Modi Era India displays geopolitical acumen fdd.org/analysis/2026/… - @CleoPaskal

Human beings are not "meat machines"; we're more like "the mur­mur­a­tions of starlings", as the neuroscientist Luiz Pessoa has put it.

“I have never seen anyone move at this pace, let alone the government. I’m flabbergasted, honestly,” said the founder of a company that received tens of crores from India’s Rs 1 lakh crore Research, Development, and Innovation (RDI) Fund in May. More than the quantum of money, it’s the speed that has stunned everyone. the-ken.com/story/indias-r…

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57 years ago

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wow

Math behind being 10% better every week