Uday Arya (@udaythinks) header
Uday Arya (@udaythinks) profile picture

Long (& love) India. Past life : Inv banking 🗽🌃 NYC ✈️ 🗼Paris. Teacher (https://teapaw.org/t.co/FUhalPLDZE), Founding partner @ BlueLotus Ventures

India
Joined March 2016
Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)Photo by Uday Arya (@udaythinks)
Without Homer, there would have been no Greece. I wrote that 14 years ago — and then never wrote about Homer. I've finally turned to the Odyssey itself (the epic, not Nolan's film). A thread on my Odyssey piece — part One of Two. The war that made the man. 🧵
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Well said 👇
Some predictions: - Expect more "lab leaks" in the near term future engineered by cybersecurity firms - The EA / safetyist crowd will amplify this to the moon along with the entire Democratic Left - "Be afraid citizen! Only the government can protect you!" -> Massive crack down on open source models, regulated compute. SB 1047 will look like a hall pass by comparison Publicly traded AI cos will not have the freedom of movement to withstand public pressure and fear mongering. Govt regulations will shut out any non-compliant actors from the market. Governance boards will instantly cave. Remaining major players are already in consensus. AI is too powerful for citizens so only those already in power should have access to it. The government and state agencies will have frontier models. You will have whatever they think you can be trusted with. This is the most powerful technology in history. Nothing is too much to justify seizing complete control, and people will do so thinking they are being altruistic. The ends justify the means. I would not be surprised if there are engineered AI false flag attacks on domestic soil blamed on "rogue actors" using "unlicensed open models" Public will be unanimous. Everyone is getting hacked or knows someone who was hacked. Digital agent provocateurs. Hate to say it but this is the world we live in. We invade countries on false pretenses, "suicide" Boeing whistleblowers, disappear trillions in unaccountable expenses. All the crimes of western governments against their own citizens will absolutely pale in comparison to what will feel "justified" to control Superintelligence.
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The 5th column actively sabotages national interests. True in the US, true in India. Reality is so convoluted!
I think we all just learned The economist and WSJ were caught red handed Pushing an alarmist narrative with zero substantive evidence Triggering everyone's knee jerk china fear reactions The net net - a massive blow to US AI dominance This is a fifth column attack
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Clearly none of these people have any experience teaching or working with students. For a good counter argument, study the excellent work of @ddmeyer who is at the forefront of critiquing this shallow "AI will solve for education" narrative.
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My two bits - Removing LTCG only for FPI is unfair to domestic savers. It’s domestic investors who have saved Indian markets for last 10 years. It’s truly long term capital. Moreover, It will also start round tripping and hawala like it used to happen earlier when people would send their money abroad thru unofficial channels and bring thru FPI route to save tax and operate markets. I think it must be rationalised. Both STT and CG can’t exist. Remove CG and keep STT or other way around. If you keeping both, then give credit of STT as tax payment like TDS. Also pl reduce complexities involved in set off of LTCG with ST capital losses. There are lot of unnecessary complications. Eg, Long term capital loss can’t be set off against Short term capital gain.. there are many more like this across FY carry forward etc. @nsitharaman @FinMinIndia @PMOIndia @EconomicTimes @PMOIndia @SEBI_updates
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Any tech manufactured in China may have CCP links. PRC actively seeks control and acts in bad faith worldwide. This why they run an infinite trust deficit with the world & are the least likeable of peoples, despite their incredible achievements.
When are we going to wake up and realize the Chinese Communist Party is the mortal enemy of the west? How many more stories about hacking, cyberattacks, bribery, coercion, theft, cheating, etc do we have to experience before we completely cut the cord? #China #Spies
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I am glad you’re trying to bring facts, but all these ideas originated in India. Persians brought it to the West! All the while copying from the Sanskrit manuscripts stolen from India without giving credit to Indians.
Let me tell you another fun fact. Muslims love to claim they invented algebra, revolutionized medicine, and made all the major contributions to science. What they leave out is that the people who actually did the work were Persians. -Omar Khayyam was a Persian mathematician and astronomer who developed systematic ways to solve cubic equations and helped create one of the most accurate solar calendars of its time. -Ibn Sina (Avicenna) was a Persian physician whose Canon of Medicine shaped medical teaching across Europe and the Middle East for centuries. -Al-Khwarizmi was a Persian mathematician known as the father of algebra; the word “algorithm” comes from his name, and he helped spread the Hindu-Arabic numeral system, including zero. These were the same people Muslim invaders forced to convert, mocked as “Majoosi” for being Persian, tried to push into speaking Arabic, and whose libraries and cities they burned. The contributions came from Persian minds, not from Islam. Islam’s historical pattern is simpler: invade, slaughter, and destroy.
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Do you, by Indian law, you cannot claim that Ayurveda cures a listed set of diseases even when there are complete scientific studies supporting the claim. By contrast, China is funding and requiring Traditional Chinese Medicine centers in all hospitals.
This ashwagandha study is insane. Chronically stressed adults taking 600mg of ashwagandha a day cut their cortisol by 27.9% in just 60 days. Their stress scores dropped 44%. Here's the breakdown (1/10):
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Hammurabi code to the rescue. Eventually, other European nations will start to see the wisdom in @myogiadityanath's bulldozer + pay for damages approach. Copying is welcome 💯
Italy's @GiorgiaMeloni “If, during a march or demonstration, you join a group of five or more people and start throwing stones, firecrackers, sticks... you risk up to five years in prison and a fine of up to €20,000. You break it, you pay for it. And if the person who breaks it is a minor, their parents pay.” 👏👏👍
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This is what IISc Prof T V Ramachandra says about Hebbal Lake & Tunnel Project - PLEASE LISTEN. Hebbal region = WATER EXPLOITED BLOCK. Groundwater fell from <100ft to 1800ft after lakes were removed. No groundwater now. Tunnel project alters lake integrity = Violates Wetland Rules 2010/2017. Even Central Govt says you CANNOT alter physical integrity of lake. Tunnel won't solve traffic, but WILL deprive right to water - Art 21 violation. When unscientific project & drainage fails, result is Brand Bengaluru failure. Save Hebbal Lake = Save Bengaluru water security. Full expert note: Dr. T V Ramachandra, IISc #SaveHebbalLake #BrandBengaluru @publictvnews @AsianetNewsSN @solidview @DTDevareSubhash @BangaloreMirror @DeccanHerald @TOIBengaluru. @IndianExpress @THBengaluru @Vijaykarnataka @BoskyKhanna @sanatan_kannada @KannadaPrabha @XpressBengaluru @krjayathirtha @krishnabgowda
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We call on France to exercise restraint when dispersing the freedom fighters on the streets of Paris. These brave warriors for justice must receive immediate humanitarian aid, and their safety must be guaranteed in accordance with international law. Failure to comply will leave us no choice but to bring a case before the ICJ, in close cooperation with that renowned champion of human rights, Afghanistan.
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Zero 0 LT Tax for FIIs + Ease process, please @FinMinIndia India needs to position better on the global stage. Also commit to Not changing this rule for 20Y.
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The fact that the FM is is even talking about "listening" is to me a sure sign that a) New Delhi sees how capital starved our economy is & b) they may need a real fix to get $ in at scale. STT ought to go.
The Finance Minister on LTCG/STT “On this specific issue, and on any issue, we are always ready to hear and willing to listen to the people. We will certainly take their inputs.”
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Sumanth Raghavendra @sumanthr, co-founder of the Ken, does an ad-hom attack on @svembu (classy journalism, Sumanth!) then scoots when Sridhar points out his lack of integrity in non-disclosure. Blocking people & writing in bad faith is how you build a great biz 🚀 @TheKenWeb 👏
Replying to @sumanthr
The profits reported were for last year - and we had a pay hike last year. The server prices have gone up massively this year. When we sign up new customers we have to buy servers, and we also have to replace old servers. Then there is AI usage and GPU spending, also up substantially. Basic business economics: revenue up but capital investment (seevers) to get that revenue is up massively so cash flow goes negative (but remember capex is depreciated over time). We have cut marketing and deferred pay hikes to get cash flow to zero. Raghavendra: basic journalistic ethics would require you to disclose that a) your previous company used to compete with Zoho b) you present company received investment from a direct competitor of Zoho.
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Elon, you've officially run out of arguments. Now every Indian who disagrees with you is "Ambani's shill." Nobody said Starlink is too strong. Nobody's scared of your competition. India's problem is you. A Pentagon contractor building Trump's Golden Dome wants to run internet over Indian soil, and he throws a tantrum every time someone asks who holds the off switch. Ambani's de facto monopoly? You SIGNED A DEAL with that monopoly in March 2025 to sell Starlink in India. You didn't have a problem with Ambani when he was your reseller. You only discovered his monopoly when Jio announced its own satellites. And let's talk about hypocrisy. Tesla's biggest factory is in Shanghai. Starlink is banned in China. Have you ever called Xi Jinping a monopolist? Called Chinese critics shills? Written a sarcastic letter to Prime Minister Xi? No. Because Beijing would shut your factory by Monday. India can't, so India gets the insults. now the math your own fans keep posting starlink could add 100–200 million Indian homes. Starlink is approved for 600 Gbps over India. Split across 100 million homes, that's 6 kilobits per second each. Your revolution is slower than a 1998 dial-up modem. 🤡 If it's too expensive, no one will buy it. Your own India website showed ₹8,600 a month. A Jio plan costs ₹349. Indians already ran the numbers. Five days of meltdown. Crime against India. Prime Minister Ambani. collages. And now shills. The richest man on earth, crying on his own app because a sovereign country wants a security check. Sit down, elon. Finish the paperwork. India isn't a tesla shareholder you can bully on X.
The ridiculous arguments by Ambani’s army of Internet shills make no sense On the one hand, they say Starlink couldn’t possibly compete with the amazing low prices offered by Ambani’s de facto monopoly in India and then, in the same breath, they essentially claim that Starlink would be too strong of a competitor! This is absurd hypocrisy and hyperbole. The reality is that competition would greatly benefit the average citizen in India by giving them more choices, as it always does. Ambani’s profits will be lower, but he is not going out of business. And, obviously, if Starlink is too expensive in India, no one will buy it, so SpaceX will need to make pricing affordable.
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Have we stopped cultivating taste? The Nobel Prize in Literature 2026 was awarded to Anne Carson for creating "new forms for contemporary literature”. The committee mentioned her poem The Glass Essay and I quote for your reading pleasure the following extraordinary lines:
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A few weeks ago, I prefaced my first piece on the Odyssey with this: "the cycle of society that we are living through appears to be allergic to greatness, nobility, and high ideals - it dwells and wallows in the mundane." udaythinks.substack.com/p/th…
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If what our society celebrates is so mired in the mundane, can we take the survival of good taste for granted? Those of us who still value beauty, nobility, and greatness must ensure that the young encounter works that embody these qualities.
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Vibe manufacturing is here, thanks to madmen like Jeff. I can't really wrap my head around what Atomic Machines has accomplished. This is Sci-Fi, only Real 🤷🏽‍♂️
After six years in stealth, Atomic Machines is out. Our mission: on-demand, universal command of matter. First beachhead: the Matter Compiler, an AI-native manufacturing system that builds working micro-machines from code alone. No per-product tooling. No process development. Different code, different machine.
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