1) Start of 2025, I built a 1Mn$ portfolio that now stands at 50% plus gains in INR terms. Why did I build it? Because people were too pessimistic about US$/US Collapse whatnot. So I built out a portfolio in front of 1000s of students. Put my own money on the line. And, tried
ECONOMY
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Google’s shift from ‘Don’t Be Evil’ to mass surveillance monetization
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Google, 2001: Don’t Be Evil
Google, 2026: How much does mass surveillance pay? -
Dangerous Professionals: Operating Methods in AI Industry
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Bits about Money later this week is not the Dangerous Professional piece I've been itching to write for forever, explaining that amusing metaphor I often use to describe a particular way of operating. But it is a *very* Dangerous Professional piece, if you catch my drift.
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India Investment Ban and Government Financial Control Policy
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– Yes, first kill all investment options in India. – Then ban investors from investing abroad. – Then make donations to PM Care funds mandatory All money goes to government, they decide allocation of everything. Na rahega paisa, na rahega investment karne ka jhanjhat
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OpenAI faces mounting pressure toward public market debut
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OpenAI will face growing pressure to go public. The company has already made promises to the investment market that are too large to remain private forever. Future value, AGI expectations, data centers, and dedicated compute infrastructure have all become the logic behind the
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Beijing’s Tech Crackdown: Jack Ma and Ant IPO Cancellation
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That’s an interesting observation. It only took 10 days for Beijing to disappear Jack Ma and cancel the Ant IPO after his public statements. Maybe they wanted extra time to look into what other companies were doing the same. Wouldn’t be surprised if there’s a list. What does
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Tech Stocks and Earnings Discussion on Schwab Network
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I’m excited to talk with Marley Kayden of Schwab TV this morning at 11:30, Eastern, about tech stocks and tech earnings. You can check it out for free from the Schwab Network: https://
schwabnetwork.com/?cid=SCN-CTA01 -
Beyond Revenue: Redefining Success Metrics in AI
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Yes revenue. But I’ll push to grow the possibility definition… Fun maximization? Impact maximization? Rewarding gooey warm feelings inside our hearts maximization?
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Two Tier AI Economy: Closing the Adoption Gap
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The Two Tier AI Economy — Why Half of Companies Are Being Left Behind (And How to Close the Gap) AI adoption is creating a divide between leaders and laggards — this article explains why many companies are being left behind and what they can do to catch up. Read more
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SEIU Labor Negotiations: 60% Demand and Wealth Distribution
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SEIU wants 60% and only their bosses make money