Product | Hustler ¦ Catalyst ¦ Misfit ¦ Power of Now ¦ मुमुक्षु ¦ ಮುಮುಕ್ಷು ¦
Bengaluru, India
Joined August 2010
- Tweets3.2K
- Following940
- Followers139
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Madhu Kalale retweeted
I don't know who else to tell this to, so I am going to tell my story here.
Every day is a struggle for a young business, but the last few months have been harder than usual.
We are a small Indian company. For more than ten years we have been building a homegrown brand in a product category dominated by big foreign players.
There are almost no Indian names in this space. We set out to be one.
We started in 2014. Over the years we began making parts in India instead of just importing, and we started selling in the US, Dubai, Nepal, Malaysia and South Africa.
We showed up at global trade fairs to represent an Indian brand on the world stage.
In 2023 we changed the import code we use for our product. We did not do this quietly. Every shipment was declared. Nothing was hidden. We didn't invent our approach.
We followed written professional advice and the way this product is treated in markets around the world.
And now we are facing a government demand running into tens of crores in duty recovery and penalties, plus personal penalties on the founders and even on an employee.
For a company our size, this is not a fine we can pay and move on from. This ends us.
We have not run from any of this. I am not built like that. It is not how I was raised. We have written to the authorities, met officials in person, and we have now filed a writ in the High Court.
All we are asking for is a fair treatment.
I set out to build in India and sell to the world. I am asking only that the system back honest founders trying to compete globally, instead of breaking them.
The process is the process, and it exists for a reason. But process should not feel like punishment.
From where I am standing today, it does.
I am not giving up. I have worked too hard for this. If you have read this far, please share it. If you know someone who can help, point them my way. Help me get the word out.
Madhu Kalale retweeted
Calling all software and tech engineers.
Patients have the right to full transparency. Merit, skill, and accountability must be visible.
Build a platform, app, or website where anyone can type a doctor’s name and see:
✅ 10th–12th marks, NEET-UG & NEET-PG marks and ranks
✅ Merit, caste, achievements
✅ Professional exam marks, number of supplies
✅ Number of successful surgeries, experience, reputation
Make this a reality. 💡👨💻
Madhu Kalale retweeted
Like all transformative inventions, AI is neither salvation nor doom in itself; it is a mirror. It reflects the intentions of those who wield it, and it is we who determine whether it serves destruction or human flourishing.
Madhu Kalale retweeted
One more performance by the wandering flautist who came to my doorstep yesterday, Shri Ramaniah whom so many of you appreciated. I felt tears welling up when he left to play on another street with hardly anyone opening the door to him. If you want to support him, his number is 9611049957.
Madhu Kalale retweeted
BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed
Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.
Here’s what they found.
Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.
Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.
The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.
Here’s where it gets criminal.
Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.
The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.
AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.
Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.
Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.
The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.
Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.
This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.
Read the full data driven deep dive article here - open.substack.com/pub/shanak…
Madhu Kalale retweeted
12/12
And now, instead of accountability, we’re seeing a PR cover-up, backed by selective media reporting.
It is imperative that the public and authorities hear both sides and let facts not manipulated narratives decide what justice looks like.
@alpha_defense @desishitposterr
Madhu Kalale retweeted
11/12
This is not just unfair it’s dangerous journalism.*
The truth is simple: a man in uniform, travelling alone, was mistreated, insulted, and ultimately manhandled by an unprofessional and aggressive airline staff.
@viper202020 @TheLegateIN @srdmk01 @DfIlite
Madhu Kalale retweeted
The presence of 1 gene: a functional SRY gene, not the Y chromosome per se, is what ultimately create a biological male. Hormones act on the template of tissues SRY induces. Dr Nirao Shah, MD, PhD of @StanfordMed explains on the Huberman Lab podcast out now.
Madhu Kalale retweeted
Jensen Huang: It's easier to fall in love with what you do than to find what you love
“A lot of people say, ‘Find something you love.’ I don’t know about that. I guess I’ve fallen in love with many things that I do. I loved it when I was a dishwasher. I loved it when I was a busboy. I loved it when I was delivering papers. I loved it when I was waiting tables.”
Jensen continues:
“I’ve loved every single job that I’ve ever had, and I’ve loved every single day at Nvidia that I’ve ever had. I just learned to love what I’m doing. It’s hard to find something that you love, but it’s easier to fall in love with what you’re doing. And once you fall in love with what you’re doing because you desperately want to do a good job at it, it’s easier to do it well and work hard.”
Video source: @NorgesBank (2023)
Madhu Kalale retweeted
Deftly Handle Poor Performers
Key Lessons:
- Ensure they're enabled to win
- Pinpoint why they're underperforming
- Be clear about acceptable vs. unacceptable
Bonus: The Spectrum of Underperformance
mgmt.beehiiv.com/p/how-to-ha…
Madhu Kalale retweeted
I am committing INR 1 Cr to find Bangalore Choke-Points via Google Maps & AL.
11 km → 2.15 hours in Bangalore Traffic on Saturday late night!
I was stuck at one choke-point at ORR, where I spent 100 mins struggling to understand why there is no traffic-light or cop here!
But I don’t want one more “Bengaluru Traffic Memes or Rant”. I WANT TO FIX IT.
Very recently, in April 2025, Google Maps started sharing "Road Management Insight". It's a city-level data in Big Query format.
Using Google Data and Satellite Imagery, we can list down all the choke-points & their exact timings in a month. For the traffic department to work on those areas specifically.
I am willing to spend INR 1 Crore on this project by funding: 1-2 senior ML/AI engineers. And providing budget for using Google Maps API calls, Satellite Imagery & GPUs
I will start this project, when BTP/BBMP: Open their raw feeds or API access AND names a team, committed to acting on the insights we generate.
🙌 How can you help right now?
1. TAG anyone you know in the Bangalore Traffic Office, BBMP or the Traffic Commissioner’s office, let this hit the right inbox.
2. ML/AI folks: comment "IN", if you can work along part-time to end this menace
3. Every commuter who’s sick of bleeding time: comment or share. More noise -> faster response.
Bengalore is India’s tech future; and people making it happen deserve MUCH better.
#BangaloreTraffic #AIforGood #OpenData #CSR #peakbengaluru
Madhu Kalale retweeted
Modern India needs smarter solutions!
Dharma Party brings a vision rooted in innovation.
Join the movement. Be the Revolution!
Madhu Kalale retweeted
I can teach you a lot in 3 minutes than you'll ever learn in 9 years...
// Thread //
1. No matter how deeply you trust your close friends and family, keep your life private.
Madhu Kalale retweeted
“The link between lack of sleep and cancer is now so strong that the World Health Organization has classified any form of nighttime shift work as a probable carcinogen."
Madhu Kalale retweeted
4 years ago I read a thread on 'Specific Knowledge' from Naval.
2 years later I used it to make over $1M online.
But what is 'Specific Knowledge?
And how do you actually get it?
↓
Madhu Kalale retweeted
The great ones don’t do it for money or fame or power.
Or to build an institution, or to help others, or to save the world.
Like a child tinkering, they create it for its own sake.
Free of the burden of ambition.
Deaf to the demands of the world.
