The source of all suffering is the distance between our desires and our actions. Close the gap. Want less. Do more.

Now I personally know 2 people who have made more than 200cr in equity in 1/5th of that in cashflow by playing data centre material provider play, while here software friends are competing with next model launch and cracked Twitter crowd. These supply chain plays are too good rn

Factories have no business being so close to major cities. Indian RE cannot deflate and drives up the cost of living for workers. I pay my driver 27k/month + overtime ffs.

Two truths about the legal AI market right now: (1) There is a massive speculative bubble (2) Nobody has solved it, and the field is wide open

to this day I don't understand how terminal values form 30-50% of any valuation. When the lifecycle of companies is becoming shorter and shorter, what is terminal?

Too many founders. Not enough entrepreneurs!

in the venture capital biz, only a handful of companies matter every year - expanding the base of entrepreneurship is fairly irrelevant

In terms of time, I am closer to the last dinosaur that the last dinosaur is to the first dinosaur Our existence in this world is a non-event. We take ourselves far too seriously

Surprising but true: The bottom 90% have seen their wealth grow at a faster pace than the top 10% this decade Obviously it's coming off a smaller base but I'm not sure how many ppl would believe this if you told them awealthofcommonsense.com/2026/04/how-ar…

Everything is a function of TAM.

has anyone built any good counterfactual simulators for historic events, i.e. no rain in the Waterloo battle, what if Jinha's TB was disclosed earlier, Travis was not kicked out of uber etc.. a

NEW: PhonePe creates history by crossing 10 billion UPI transactions in a month for the first time March transaction data with marketshare ◾️PhonePe: 10.5 Bn [46.39%] ◾️Google Pay: 7.5 Bn [33.28%] ◾️Paytm: 1.77 Bn [7.82%] ◾️Navi: 790 Mn [3.49%] ◾️super money: 341 Mn [1.51%]

Ronnie Screwvala is 70! After movies and edtech, has he secretly also mastered anti-ageing?

American markets always surprise me, even niche markets are so big, even after PPP, it's better to start in the US than in India

Rajan Anandan FMCG is simple. Just sell what sells!

Knowing what to build, for who, and how to get them to use it is actually harder

One of the most fascinating parts of the of the IPL is celebrity stalking by fans at the team hotels. It has always reminded me of big game spotting at sanctuaries. I wrote this around 13 years ago, when MI were in Kolkata for a match. "It's like the watering hole at Corbett

Jane Street did double the net income of RIL and Adani group. Math & physics wizards shop outperformed the kings of 1.3 billion population country. TAM always wins. DE Shaw offer doesn’t seem bad now🙂‍↕️

Beaten-down software stocks are the only category in public equities where the same investor will, in the span of 18 months, pay 40x revenue on the way up and refuse to pay 4x earnings on the way down for the exact same business, now generating more cash, with more customers,

For every smart person that leaves India, 10 equally smart people stay back. Until we find a way to empower those 10, the homecoming of that 1 is going to change pretty much nothing. - someone who returned