I use Twitter as a commonplace note: https://t.co/vPr6DeA0d4 CTO In Sales • Homeschooling dad Building @siteaudittools & @thoughttonote
Some names to keep an eye on this season! 1. Dynamic Cables - Sectoral tailwinds, Streaky stock, Gong thru consolidation, Capex expected to come live in H2FY26. Currently at good levels. 2. HBL Engineering - Expected to do ~650 cr PAT in FY26. Its current PE is 75, even if we…
You only need these 20 color names to make any UI.
Want to know how the top CEOs and product managers are using AI? I've combed through every one of @lennysan's last 10 podcast episodes. Here is every AI use case from his guests. 1. ChatGPT Voice Mode as a Thought Partner 2. Voice Mode for Continuous Learning 3. Child…
Finished & deployed my first fun project today, making best use of Diwali weekend. List of the best cafes to work from, with best coffee and wifi. Frontend - Next.js built mostly by Figma MCP to Cursor Backend - Strapi where I spent 90% time, first…
@TedHZhang I've done something similar, and by running them through Notebooklm, you can generate reports on what the philosophy of the 🐐 was.
Over the past decade, Big Tech embraced extreme specialization. Product teams expanded to include product managers, designers, UX researchers, business analysts, data scientists, product marketers, testers, engineers, system ops, and more. The premise was sound: deep functional…
Read all 28 concalls published so far for Q2FY26 Starting early + leveraging the right tools is the only way to keep up 💪 Read detailed analysis of all concalls at
@TylerAlterman Yes, it’s “on earth as it is in heaven”, the transformation of the physical world, and then the entire cosmos (Romans 8:19-21). This is canonical teaching, but it’s confused in a lot of popular language.
I am sick and tired of being called or considered a ‘democracy’! This just tells you how ignorant and truly uneducated the media and many politicians are. We are a Constitutional Republic. That is how our founding fathers made this country!
Physical gold → you lose on GST, storage, liquidity Gold ETFs → zero GST loss, instant sell, same gold price 🤣🤣
How to become rich by @markminervini
You are not paid to do any of these things; you are paid to produce value for the organization.
To predict the future of work - think what becomes possible to build, and what second-order products and jobs emerge. Tech creates new possibilities. Social media spawned: growth PMs, influencers, creator-first agencies and platforms in their current form. Today’s PM and UX…
India risks getting caught in partial modernity - innovation at the frontier, inertia at the foundations. Excellent column by former RBI Governor Subbarao
Good developer marketing is just good writing Orwell's 6 questions and 6 rules are a great way to start practicing
Some of the most traumatizing features of modern Christianity are downstream of mistranslations and conceptual drift from Jesus's time: Sin • Original: Meant "missing the mark," an archery metaphor. Essentially, an error • Today: Moral failing, worthy of guilt Repent •…
For people who are blindly buying Gold this Dhanteras, know that Gold gave negative returns from 1980 to 2008 in dollar terms. Yes, that's 28 years (Almost 3 decades). There was a peak drawdown of more than 70% in this period. Most returns came in India due to Dollar appreciation…
Dubai Visit Reflections: Dubai is no longer a rich suburb of Mumbai. 1) Met 10-12 Indian NRI couples, who have made Dubai home for the last 1-15 years. Each one is happy there and has no plans to shift back to India. 2) There is a discernible migration of…
Most families underestimate the real cost of not writing a will. Will: ₹10,000–₹20,000. Quick, simple, legally binding. Succession Certificate: ₹1.5–₹2 lakh. 6-month court process. (Link to the podcast: ) Without a will, heirs face long delays,…
What's ONE Christian book that changed your life other than the Bible?
My husband added that. His first project for Apple.
I’m not surprised this has 10k likes, but I think it’s pretty bad advice. And often actively destructive to both company culture and performance. In fact, it’s a pretty employee-hostile chart and an abdication of leadership responsibility. Let me explain… The critical…
Wow, such a nice video
Bicycles sit surprisingly late in the tech tree, mostly because they demand tight metallurgical tolerances. It would’ve been impractically hard for the Romans to build a cycling industry, for example.
The most interesting part for me is where @karpathy describes why LLMs aren't able to learn like humans. As you would expect, he comes up with a wonderfully evocative phrase to describe RL: “sucking supervision bits through a straw.” A single end reward gets broadcast across…
Four brilliant books to get a more holistic understanding of economics, history, public policy - The Entrepreneurial State - Why Europe Grew Rich and Asia Did Not - Apple in China - Global Economic History These books give a nuanced understanding of how growth actually happens.
It is impossible to call yourself an experienced infrastructure/distributed systems engineer if you have consistently switched jobs every two years. You become a rockstar engineer by building complex infrastructure, operating them at scale, migrating users, fixing issues and…
After never being particularly interested in it, I’ve recently become obsessed with ancient Egypt and I cannot express how great this book is as an introduction to the subject. So well written, and one of those where the historian’s own enthusiasm is infectious.
We don't get the gospel right unless we recognize it's an inherently political message. The vocabulary of the gospel is political vocabulary - kingdom, king, just-ification, nations, peoples, authority, victory, enthronement, crown, even the word euaggelizo itself. We don't get…
I stole this idea and now use it with every single employee. It’s the best illustration I’ve seen of teaching someone to be high agency. It says there are 5 levels of work: Level 1: “There is a problem.” Level 2: “There is a problem, and I’ve found some causes.” Level 3:…
Gold & Silver went vertical this month but as history reminds us, things can change quickly. Here's Jim Simons' experience in 1980:
Shruti warns that a “data-driven mindset,” obsessed with measurable ROI, has blinded us to the unquantifiable work of preserving free institutions. 📖 Read Who Maintains the Scaffolding of Freedom? →
Dev alert! Ollama's local and cloud models are now integrated directly into GitHub Copilot for VSCode. No more fretting over exhausted subscriptions. Test open-source LLMs like Llama or gpt-oss right in your workflow. #Ollama #GitHubCopilot
Who are the CEOs still running their businesses in founder mode at $100m+. (Maybe excl. 3 month old ai companies.)
Really liked this by @dravishakatoch Been thinking about my relationship with money a lot in the past few years - learning from my mistakes, and unlearning and relearning a few things.
Silver prices have now crossed 2 lakh / kg in the physical market in Chennai ! In Mumbai , the price of silver has hit 1.8 lakh rs / kg today. Several major mutual fund houses have suspended fresh lumpsum investments and switch-ins in their Silver ETF FoFs due to liquidity…
Stallion India Fluorochamicals concall was like a crash course on Science of natural gases. Highly knowledgeable promotor with three decades of experience having strong visibility of top line and bottom line in future (3 years) as new Capex go live gradually. High clarity on…
Embracing Complexity: The Art of Balance in Indian Culture
Stallion India’s earnings transcript is a must read. Learn the science first. You can’t value what you don’t understand. Presenting my opinion on Substack later today.
Reminds me of this line from @tylercowen:
Former Goldman Sachs trader explains his work-life balance.
How does a vector database work? It's a question I get asked constantly. So, let’s refresh. At its core, a vector database retrieves data objects using vector search. But let's break down what's actually happening under the hood. 𝗧𝗵𝗲 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻: 𝗩𝗲𝗰𝘁𝗼𝗿…
Silver is up 82% in 2025. Precious metals usually do not rally so much. The rally happened despite many investors being fearful. So, we spoke to a few experts to understand what is happening, and here is a Varsity explainer on why Silver is firing on all cylinders. 🧵(1/n)
📢 Time for an update on my workflow. This one's a 23 min read, so buckle up. 100% organic and hand-written, like an animal.
🧵The Complete Guide to Indian Pharmaceutical Sector — From Molecules to Money I'll break down EVERYTHING about how pharma actually works, why it makes money, and how to spot winners. Bookmark this! @anuragsingh_as @LuckyInvest_ARK @VVVStockAnalyst
We're cooked.
This Google engineer just released a 250-page free book on AI Design. Covers everything from classical machine learning algorithms, neural networks, transformers, fine-tuning to AI Agents and Vibe Coding. 100% free with practical code examples.