Subtext by Zerodha (@subtextzerodha) header
Subtext by Zerodha (@subtextzerodha) profile picture

Making finance, economics, and markets less boring.

Joined April 2024
Replying to @ponnappa
@ponnappa explains that artificial intelligence is changing the value of creative work because tasks that used to require special skills can now be done instantly by anyone. As basic execution becomes much cheaper, traditional types of creative output are losing their original economic worth. How can creative professionals survive and stand out when basic tools make high-level execution instantly available to everyone?
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Can nuclear realistically power India's clean energy grid and soaring AI demand? Karthik Ganesan of @CEEWIndia breaks down India's 100 GW nuclear target, the Shanti Act opening private capital, SMR economics, and the thorium roadmap. Links in the next tweet👇
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The Shanti Act aims to open nuclear to private capital, but ownership remains murky. In the 2024 BSR RFP, private firms were asked to fund plants that NPCIL would own and run—treating them like glorified bankers rather than true commercial partners.
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Nuclear energy is the grid's test of compounding. While power markets chase the cheapest annual tariff, nuclear demands generational patience: absorbing heavy upfront capital today to secure 60 years of predictable, carbon-free baseload electricity.
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The Shanti Act aims to open nuclear to private capital, but ownership remains murky. In the 2024 BSR RFP, private firms were asked to fund plants that NPCIL would own and run—treating them like glorified bankers rather than true commercial partners.
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Nuclear energy is the grid's test of compounding. While power markets chase the cheapest annual tariff, nuclear demands generational patience: absorbing heavy upfront capital today to secure 60 years of predictable, carbon-free baseload electricity.
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The Shanti Act aims to open nuclear to private capital, but ownership remains murky. In the 2024 BSR RFP, private firms were asked to fund plants that NPCIL would own and run—treating them like glorified bankers rather than true commercial partners.
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Nuclear energy is the grid's test of compounding. While power markets chase the cheapest annual tariff, nuclear demands generational patience: absorbing heavy upfront capital today to secure 60 years of predictable, carbon-free baseload electricity.
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