EU providing better visa rules to Indians is a sign of the inevitability of India's progress

India is now larger than all European economies barring one + a huge partner

Visa rules will become better all across for Indians over the next decade

Visa-free going to be more common

Jane Street hired from IIT B/K/D in '22 at an incredible 4 Cr

Talented 21 y/o were probably employed to help Jane Street profit 10K Cr in 2023 from Indian options traders

Traders overall lost 40K Cr+, Jane Street printed money

IITian record salaries were rounding errors

Limiting education to the narrow pursuit of making money is the biggest disservice you can do to yourself

Movies/shows on the IIT JEE are now increasingly romanticizing the exam as epic pain+struggle

I think it's fine to do it once or twice, but doing it repeatedly doesn't make it interesting anymore

Not sure if that's the experience of most as I personally loved my JEE days

Predicted the IT slowdown+layoffs a year ago and it is getting worse

Indian IT firms laid off 64K people in the last year

Many like Infosys have declined in employee base for the first time ever

Going to be a tough year ahead

My driver to Mumbai told me both his sons are engineers from Pune

Family is from Solapur, he's been driving for 29 years

Older son just graduated + moved family to Pune, with father soon retiring

Pride felt equivalent to better-off kids moving their parents to the US

Worked out every day for the last 28 days

From trying to haul myself to the gym a few years ago to being borderline addicted to working out + a sport every day

Consistency can transform habits

Gen Z are able to quiet quit or 'figure things out' at 25 much easier than us Millenials at 25

Millenials rarely thought of anything except work being a holy commitment

I suspect reason is average Gen Z are richer at 25 than the Millennial was at 25

Money gives flexibility

India’s rising underdog may not be from startups or tech, but 1,500 Cr Cafe Coffee Day

CCD appears to be finished. Iconic founder tragically passed 4 years ago. CCD had 7,000 Cr of groaning debt in 2019. COVID battered it beyond recognition. Starbucks is eating CCD for

India imports ~$120B of oil and gas annually

War including Iran which is the 6th largest oil producer globally is likely to spike oil prices

5-10% increase will be ~1L crore passed to Indians as tax, subsidy or cost

We all will pay for war in a hyperconnected world

Diljit Dosanjh is class, a rarity today who can act and sing very well

Incredible combination that was last there in the age of Kishore Kumar

Chamkila is probably his best till date, with Imtiaz back to his form

Casting Diljit was an inspired choice for a top movie

Mumbai-Pune is possibly India's largest economic region with a GDP of ~$400B

Delhi NCR with $300B comes second, for these economic regions in a 100 km radius

China's closely packed Shenzen Region has a GDP of ~$1T, with 3 huge cities

India needs more of these megapolises

Mercedes sold a record 5,700 units last quarter, equal to all other luxury cars

80% of Mercs are 75L+, implying the revenue is likely 5K Cr+ for the quarter or 20K Cr annual

Merc with just 22K customers is larger than Apollo/Zomato, and 90th by rev in India

Fortune at the top

Ramdev has been largely able to bluff his way to 10,000 Cr, except suddenly everyone is after him

He's profusely apologizing, accepting that he made false claims and misled consumers to the SC

Wonder what impending political or business move has made this happen