International Relations, Geopolitics, Strategic thought, Clean Energy, Hydrogen, Capital markets, Economics RTs do not mean endorsements.

Cayman Islands
Joined June 2011
India needs such a mission mode strategy… focussed, funds given, accountability affixed and quietly done !!! @PMOIndia @narendramodi ji, @nsitharaman ji… time For action is NOW or Never !
掐脖子 - qia bozi - chokehold on the neck. April 2018: - 15 April: US cuts ZTE off from tech & components - 19 April: China's science ministry newspaper starts a series, "What Are Our Chokepoints?" - Names 35 techs China can't make - Entire series of articles gets 'taken down' What Beijing did next: - R&D spend: $350 bn (2020) → $505 bn (2024) - 7 ministries pledge 100 core-tech breakthroughs by 2025 - 😎 National teams for specific chokepoints 😎 - Military-civil fusion to get around export controls - 🥷Buy or steal 🥷 - Midea buys Kuka - meanwhile MSS officer convicted in US for trying to steal GE jet-engine tech 2026 report (aka now): - US Air Force's China Aerospace Studies Institute grades all 35 - Parity or near parity: 9–12 - Still significantly behind: 12–14 - For pace: Chinese lithography has trailed by 10–20 yrs since the 1980s Crossed off: - Lidar: Hesai & Robosense now lead world auto lidar sales - Tunnel-boring bearings: imported in 2018; 8-metre Chinese one passes inspection in 2022 - Databases: Chinese vendors now run over half (foreign share was 66.8% in 2019–20) - Phone OS: HarmonyOS 19% vs iOS 14% in China - OLED evaporators & rail cutters: now minor gaps How, beyond the money: -a guaranteed first buyer - Army: PLA backs Chinese diesel common-rail from 2007; in 30+ vehicles, tanks & ships by 2013 - Railways & metros: Shenyang subway takes the first Chinese tunnel-boring bearings - US sanction: Entity List makes Huawei HarmonyOS's own first customer Incredible fight back by Beijing. Good story by @prakharkgupta
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Kit Walker retweeted
- An integral part of @IAF_MCC is the Crew Room banter. - In consonance with our culture, my dear @IamKhedkar made this 🤣🤣🤣
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Is @IamKhedkar in Pune???
- An integral part of @IAF_MCC is the Crew Room banter. - In consonance with our culture, my dear @IamKhedkar made this 🤣🤣🤣
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Why do we celebrate the white skin … General or otherwise- he was sacked as CIA Chief for moral turpitude.. He wrote the CT strategy which mired the US into a war it never wanted.. both Iraq and Afg were utter failures.. Petraeus was an overeulogised and disgraced General … wonder why indeed he was invited in the first place ! @Gen_RajShukla
I heard the 3 vs 1 interview between Gen David Petraeus at NDTV World Summit. Undoubtedly, Gen Petraeus is a popular, cerebral & accomplished Gen who wrote the strategy for Iraq & Afghanistan. Yet the truth is that those strategies failed the US in Iraq & Afghanistan.Nevertheless, some great insights & takeaways from his visits to Ukraine merit mention: One, the entire concept of warfare needs an " institutional change" - that implies total transformation in doctrine, education, training, equipment profile, leadership et al. Two, Drones have been hugely disruptive in this war and near absence of "manoeuvre warfare" with "hi-fidelity" battlefield transparency resulting in troops going underground, ever widening kill z ( gap between the two fronts) , logistics by UGVs & drones & large casualties to men on both sides. Nothing that was not already known. Three, he spoke about the shift to autonomy & said the way LLMs are being trained....every 9 months agents would graduate from PhD student level to Great PhD to Nobel Laureate. Commanders will soon have staff officers who work 24x7,need no sleep or food & would have the brains of a Nobel laureate!! While on autonomy, he said it was inevitable & and that ethical issues need a serious look. Four, to Indian military Commanders Gen Petraeus was emphatic in saying the leaders need to be empowered, giving a personal example of how he was supported by Gen Mattis while he went about his job. Interestingly, he stated that he would place greater trust in machines than humans because humans have emotions, especially when it comes to Rules of Engagement!! ( that will surely invite debate!!) Five, he advised Commanders to have " dissenters" around them to keep you " out of your intellectual comfort zone experience. ( I would agree with this wholeheartedly) Six, when asked about the future of the "tank" & its relevance he said they could only operate if you can " suppress enemy observation & strike capability". Thats politely writing their demise. Seven, on changes in US military in next 5 years, he said 5 years was too long..transformation change must happen in one year!! ( btw..US is supplying us Sky Guardian & Sea Guardian drones contracted for $31 bn only come to us by 2030...another 5 years!) Eight, on competing theories of victory between Ukraine & Russia, Ukraine looks at inflicting unsustainable losses on Putin to claim victory while Putin wants Zelensky replaced, integration of Donetsk-Luhansk into Russia & assurance Ukraine will not join NATO. Nine, on lessons for the Indian military from Ukraine war, he said : - need for rapid change in concept of warfare - separate deterrence strategy for each Theatre - China was going "to school" on Ukraine in a big way - shift to trench/ underground warfare - the reducing human role in the shift to autonomy Finally, when asked what could India expect from US in next confrontation with Pak,especially after signing of Mecca Agreement, he was skillfully evasive. My View - The interview was almost entirely about Ukraine & drones. There is much more to the future of warfare than just drones. - There was no talk about the strategy to regain almost 20% landmass that Ukraine has lost to Russia. ( For comparison 20% of Ukraine is the equivalent of Lithuania & Latvia combined) - On lessons from Ukraine, caution must be exercised by Indian military thinkers because there is almost no convergence on the threat, geography, history or warfighting doctrines between Ukraine & India. At best, these lessons serve as broad guidelines which every professional military must note. Lastly, I wish NDTV will invite Russian Generals on this platform in future to hear their side of the story. There is much convergence on capability development with Russia & the Indian military could draw many lessons from the Russian experience as well. #UkraineRussiaWar #NDTVWorldSummit @VishnuNDTV @rahulkanwal @ShivAroor @adgpi @Gen_RajShukla
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How would it be if someone started schooling you about Naval warfare and how to do it… taunting you irreverently that you don’t know anything and wasted your time and our taxpayers money…. Unfounded , right ? Hurt and pained at such ridiculous accusations, right? Your rant about the Air Chief and his Air Force is as unfounded as that ! It’s not how you wish the Air Force needs to fight.. it’s how they wish to fight and win effectively !
This has been the standard IAF position all these years... nothing has changed. But what I don't get is how does this position (centralised decision making in shifting of assets) not get implemented in theatrisation? Even today, air assets are based in different locations depending on infra established and op roles. That does not change. Instead of current Air Force Commands, it will be under some Theatre Commander. No change there. Today, air HQs decides force augmentation and shift of assets as per air situation. In ITC mode, air staff under CDS will take this decision. Only Air Chief is not involved directly but will have a say in COSC. The fears raised by IAF hierarchies across all these years have been the same bogey. When IAF has 60 squadrons, situation concerning decisions do not change, only need to shift of assets may reduce, causing lesser stress on staff to arrange admin to shift assets, but decision making organ does not change. This bogey, often raised to delay the shift of op role of the Air Chief, is all that is concerning to the force, and that now needs to be called out. Maybe use 5 years period for "transition" where COSC would have a primary role in deciding force assignment while rest of staffing happens and orgn grows root. Everyone will learn on the job. After 5 years, the decision making can shift (casting vote) to CDS and TCs. Enough of this crying "wolf" and saying "but we support integration". Every IAF guy wants status quo but tries to sound "right". Expected more from ACM AP but I think, institutional positions are difficult to overcome even for a wonderful man like him. God speed ACM AP but time for ITC has arrived, yesterday. Let's get moving now. Theatre wise. @arunp2810 @rwac48 @Gen_RajShukla @Chopsyturvey @rhinohistorian @IAF_MCC @indiannavy @adgpi
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Her father is an Army officer who has stopped talking to her since he does not share her views - that’s what she stated… so which affluent family are you talking?
Being born into affluence, possessing a luxury automobile, or belonging to a political dynasty does not inherently invalidate one’s commitment to communism. #Communism is an ideological conviction, not a certificate of poverty. I often tell my students that, philosophically speaking, a baby’s first cry may be interpreted as the most rudimentary assertion of a fundamental right, the instinctive demand for nourishment, care, and survival. Although an infant is incapable of comprehending political ideology, that primordial cry symbolises an innate human need and the instinct to secure what is essential for existence. Therefore, before branding @neha_aisa Neha Bora a fraud merely because she or her family may possess an expensive car, we must learn to distinguish ideological commitment from personal affluence. Scrutinise her arguments, interrogate her actions, and expose any demonstrable contradictions in her principles. But condemning someone’s political convictions solely on the basis of their family’s wealth is intellectual superficiality, not a substantive critique of ideology.
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Ram Mohan Naidu ji - please don’t do politics over the defence forces’ equipment…. Keep them neutral and for the nation only please !!!
When the mighty Chinook bows to Maa Ganga, it’s a confluence of India’s timeless civilisation and modern might.🙏🇮🇳 📍 Wings Over Ganga Air Show, Varanasi
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Epic ! This Turkey - China fight is expanding .. forcing all to take sides !!
你们的文化全是偷的:食物偷希腊,宗教偷阿拉伯,文学偷波斯!你们没有任何原创文明。你们像丧家犬一样跪求加入欧盟50年,欧洲嫌你们野蛮闭门不开。阿拉伯世界骂你们是叛徒,真正的中亚人笑你们是冒牌货,你们就是地缘政治的孤儿!
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Who is this old foggy !
Since Indian audience have recently discovered Gen David Petraeus, I’d agree that his insights on emerging security implications are noteworthy. Good to see you in India Gen.
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Let the imagination become reality… it’s not an issue… 65% of the Brahmaputra water comes from the Indian side..
Replying to @Chellaney
Imagine China adopting India's policy of weaponizing water, and then arrogantly lecturing Indians that "water should become a peace dividend, not an unconditional entitlement." The same Indian gov left and right would be screaming and playing the victim overnight.
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It's over, the Chinese have utterly destroyed the Turks with this video. Not even we, Greeks, have shown so much profound disrespect to the Turkish flag.
土耳其🇹🇷国旗的由来
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Replying to @macropaperr
I am Chinese. Many recent university graduates I know are unable to find jobs. Before this year’s cohort can secure employment, the next group—over 10 million more graduates—enters the job market, creating an endless, repeating cycle. It’s hard to say when the employment landscape might actually improve.
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These two are classic Lutyens cabal - Mukul Kesavan and Ashish Joshi, mocking Kanwal Sibal because he doesn't sing their anti-India tune. And @KanwalSibal is still 100x more relevant than both of you combined. Mr Kanwal Sibal: - Foreign Secretary of India - Ambassador to Russia, France, Turkey, Egypt - Padma Shri - 41 years IFS, negotiated with US, China, Russia when you were writing op-eds. You, Ashish Joshi: Former DD News hack who got sacked, now surviving on Congress retweets. Your entire career is "retired uncle complaining on X". Mukul Kesavan: Professional history lecturer who writes 800-word essays to say "Modi bad". His Platonic ideal of retired uncle is actually himself - sitting in Delhi, writing for Telegraph, being quoted by nobody outside Khan Market. Kanwal Sibal says disagreement with regime is treason? No. He says disagreement with NATION in name of regime criticism is treason. There's a difference. You call Galwan a PR stunt, you call Balakot fake, you call foreign policy failure when Rubio pays tribute at 26/11 memorial. That is not disagreement, that's self-loathing. If he didn't exist, we would need to invent him - to remind us what a real diplomat looks like vs Lutyens Twitter uncles like you two. Mukul Kesavan calling Kanwal Sibal "retired Uncle" is rich. One was Foreign Secretary who handled Russia, US, China. Other is retired professor who writes "retired uncle" jokes for 44 retweets and 6 comments. Kanwal Sibal is the gold standard of Indian diplomat. You two are gold standard of Lutyens echo chamber - self-importance, selective outrage, and belief that agreement with Soros equals intellect.
Exactly. @KanwalSibal is the gold standard of the Retired Uncle genre , equal parts self-importance, selective outrage, and the firm belief that disagreement with the current regime equals treason. If he didn’t exist, the algorithm would have to generate him 😂🤣
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Kit Walker retweeted
Just read a paper. China has developed CFD codes to be able to run production scale simulations on a single GPU. For comparison a typical ANSYS or Dassault Automotive CFD simulation would take 8-16 GPUs for the same run time and slightly higher accuracy. And the author of the paper and the PI is this person. China is paying well to bring researchers from abroad to innovate and research in STEM for low cost CAE products while maintaining reasonable accuracy. This is the difference. China pays well for global STEM talent to leverage it to solve its national problems(GPU shortage, costs). India too has a cost problem. Indian OEMs can’t budget for 150-200 GPU clusters exclusively for CAE workloads. But India wants to solve and innovate for low cost by paying low cost for talent itself. In the end India optimises for cost and loses on performance and time.
From around 2020 or 2021, Western Engineering software companies were stopped from selling software to dual use companies in China. 4 years later guess what? they poached talent from West and brought back their own diaspora and are now developing & shipping own LBM CFD codes.
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Kit Walker retweeted
Latest Update: The Chinese 🇨🇳 owned the Turks 🇹🇷 with relentless trash talk in such a one-sided way that the Greeks 🇬🇷 are almost pitying the Turks now
As a connoisseur of racism, I have found no greater joy than discovering other language realms on X where they are truly light years ahead. Behold the great meme war between the Turks 🇹🇷 and Chinese 🇨🇳 which has been brewing now for 3 days! It began with a small Turkish account posting a meme of a cat wearing a straw hat + slitty eyes + wispy moustache. A Chinese user then replied with a meme of Patrick Star from SpongeBob parachuting next to the Turkish flag, with a caption along the lines of “I heard the Turkish flag was designed like this, is that true? Both were from small anonymous accounts but now has been viewed by several millions. Turks took it as mockery of a national symbol and all hell breaks lose. The broader historical and cultural pile-on on both sides were equally impressive in its deep knowledge of Ottoman / Chinese history, along with very creative vulgarity. I read one Chinese tweet calling Turkey the fleshlight of the entire world. Both sides insulted each other as “might as well be Indians.” Then it got super testy when it ventured into Turkestan/Xinjiang/Uyghur territory, and soon out came digs about the Turkish lira, China virus and other general nationalist trash talk. The next stage was the free speech Olympics. Turks started posting images of Xi Jinping and daring Chinese users to criticize him to prove that China is “free.” Chinese replies often flipped it to “you criticize Xi but none of you dare criticize Muhammad.” When no Chinese account could criticize Xi, the Turks concluded they were all bots. The latest stage has been the international expansion. Japan + Taiwan + Azerbaijan + Spain lined up with Turks against China. Japanese accounts were the most visible contingent. Taiwan joined the Turkish side for obvious reasons. Azerbaijan was in Turkic solidarity mode. South Korea and Spain too for reasons which are not clear to me. Iran + Greece + India + Egypt joined up with the Chinese against Turkey. I saw an Iranian account openly telling the Chinese to keep going and “discipline the Turks” because the Ottoman/Persian rivalry runs deep still. Greece obviously went against the Turks and as for India, who knows. Could’ve gone either way but they chose the Chinese. The whole thing, while viscous and passionate at times, has strangely left me with the warm fuzzies. Imagine how much more boring life would’ve been without @X’s auto-translate feature
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What a beautiful video. A mother and calf fell into a water tank. Both were rescued but during rescue the calf got separated from mother. Kurseong division staff brilliantly tracked the mother. It took 7 hours but they reunited them. Reaction of mother in last !! Gods work.
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Kit Walker retweeted
Japan is months away from running out of yttrium, a Japanese official told the Financial Times. China shipped Japan 4 tonnes of yttrium oxide in September, down from 51 tonnes a year earlier. Every AI data center needs power and every gas plant needs a turbine. The first rows of blades sit right behind the burner, in gas hotter than the melting point of their metal. Part of what protects them is a ceramic coat of zirconia a few tenths of a millimeter thick. Pure zirconia changes crystal shape as it cools, swells about 5%, and cracks off the blade. Adding 6 to 8% yttrium oxide stops that. Jet engines use the same coat, and the US has told Beijing it will not export the engines for China’s C919 airliner because the yttrium shortage has constrained production. Chip toolmakers coat the inside of etch chambers with yttrium oxide too, because it resists the fluorine plasma that erodes other materials. China exported about 1,600 tonnes of yttrium last year. At China’s price of $9 a kilo, that is about $14M. Argus prices it at $1,150 a kilo outside China. Coating makers are now revisiting zirconia mixed with magnesium and calcium, recipes from the 1970s and 80s. They make a less tough coat. I build chemical plants. Outside China, almost no one separates yttrium at commercial scale. A new plant takes 18 to 36 months or longer to build. ft.com/content/ebd3244a-9120…
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All 15 Corps Cdrs
W: Can you guess what is common in this pic? Hint: 🍁 Jai Hind🇮🇳
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voilà , vous lisez ce tweet en dessous ???? c'est juste la vérité aveuglante que la tech américaine s'obstine à ignorer et dont je vous parle depuis des années, les meilleurs esprits formés aux US plient bagage pour Shenzhen le goulot d'étranglement de la deeptech touche désormais le hardware et la disponibilité absolue des composants, les fablabs ouverts H24 et l'écosystème physique chinois attirent désormais des profils de tout genre même du pur software venus chercher l'itération physique ultra rapide en Chine pour tester, exécuter encore et encore, échouer et recommencer sans jamais se poser de question sur la disponibilité des composants il y a un autre truc lourd qu'il faut absolument prendre en compte, c'est que la gen z chinoise ne prend même plus la peine de traverser l'océan, les cerveaux qui alimentaient les labos de caltech et la silicon valley restent étudier à tsinghua avec les bourses Huawei /Baidu /Tencent/BYD …pour bâtir leurs propres empires directement chez eux et depuis des hub deeptech avec tout un écosystème d’investisseur qui ne sont pas juste là pour apporter un vieux chèque de merde mais aussi pour apporter leur vieil technique car bien souvent ces VCs chinois sont d’anciens ingénieurs de grandes boites deeptech chinoises et non les fils à papa d’école de commerce qui n’ont jamais rien construit de leur vie avec leurs 10 doigts et qui ne doivent leur poste qu’à leur bonne gueule eg leur profil lisse qui rentrent dans les cases de la’ FrenchTech toute claquée de même j’ajouterais que cette fuite des cerveaux à l'envers vide doucement les États-Unis des ingés qui faisaient tourner leur machine d'innovation et en vrai de vrai je pense que cette rupture dépasse le cadre technique, elle est profondément culturelle et géopolitique, on voit une jeunesse ultra brillante qui refuse AUSSI de s'aligner sur l'hégémonie américaine et ses guerres à rallonge et je pense que c’est par-dessus le bruit, le VRAI SIGNAL de ce basculement construire le futur physique à Shenzhen devient le nouvel impératif pour toute une génération qui cherche son propre chemin car quand la souveraineté industrielle rejoint la vitesse d'exécution, le centre de gravité du monde bascule sans qu'on ait besoin de tirer un coup de feu et je crois que les empires tombent rarement sous les coups de leurs rivaux, ils s'éteignent doucement quand le talent, le capital et l'énergie du réel décident simplement d'aller jouer ailleurs et c’est clairement ce qu’il se passe pour ma part je fais maintenant parti définitivement de l’aventure industrielle et deeptech chinoise et c’est sans doute la meilleure décision que j’ai pu prendre dans ma vie voilà, voilà ;)
life update: quit my job and moved to shenzhen to hack on hardware. 1) i have no hardware experience. 2) i’m having a grand time.
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October 22, 1764. Around 7,000 East India Company troops beat a combined army of over 40,000 that included the Mughal Emperor himself. The battle was over by midday. Everyone knows Plassey. Buxar is the one that actually handed India to a trading company, and almost nobody outside India has heard of it. Plassey in 1757 got the Company a puppet in Bengal. It did not settle anything, because puppets have a habit of deciding they would rather not be puppets. Mir Qasim was installed by the Company and then did the unforgivable thing, which was to try to govern. He moved his capital away from Company influence, reorganised his army along European lines, and then abolished the internal trade duties that Company men were dodging while Indian merchants had to pay them. He equalised the tax, which destroyed the private fortunes Company employees were making on the side. That was the war. He lost Bengal in 1763 and fled west, and there he put together the alliance that should have ended British power in India before it started. Three rulers. Shah Alam II, the Mughal Emperor, the nominal sovereign of the whole subcontinent. Shuja-ud-Daula, Nawab of Awadh and the Emperor's Grand Vizier, who had the best army of the three. And Mir Qasim himself. The Maharaja of Benares was with them too. Together, somewhere over 40,000 men against roughly 7,000. The Company force under Hector Munro was about 1,800 European regulars and 5,300 sepoys. Look at that ratio for a second, because it is the whole story of British India. The Company conquered India largely with Indian soldiers, paid regularly, drilled constantly, and commanded by men who could coordinate them. The fight started at daybreak when Mirza Najaf Khan attacked with the Mughal right. The Company lines were formed inside about twenty minutes and pushed the advance back. Twenty minutes. That is the real weapon. An eighteenth century battle is won by the side that can still deliver controlled volleys and change formation when everything is noise and smoke, and that comes from drill, which comes from regular pay and a permanent establishment. There was cavalry skirmishing, Durrani and Rohilla horse, and it did not change anything. By noon it was finished. Then the alliance destroyed itself. As the army fell back, Shuja-ud-Daula blew up his own gunpowder magazines and tumbrils to deny them. Then he retreated west across a bridge of boats over the Karmanasa River, got his own people over it, and destroyed the bridge behind him. On the wrong side of that river he left the Mughal Emperor of India and a portion of his own troops. Think about what that means. The Grand Vizier of the Mughal Empire abandoned his emperor on a riverbank to save himself. Najaf Khan got what was left organised around Shah Alam and withdrew, and the Emperor made the only decision available to him, which was to open negotiations with the British. Casualty numbers vary a lot by source, which is normal. One account gives Company losses around 847 of all ranks against roughly 2,000 allied dead. Another puts allied losses nearer 6,000. The Company also took 133 artillery pieces and over a million rupees in cash off the field. The consequences are the reason this battle matters more than Plassey. The Treaty of Allahabad in 1765 gave the East India Company the diwani, the right to collect the revenue of Bengal, Bihar and Orissa on the Emperor's behalf. That is the hinge of the whole thing. Not a conquest, a tax farm. A private company with shareholders in London was now the legal revenue authority for something like 20 to 30 million people, with the Mughal Emperor's own signature on the paper making it legitimate. It also made the Company self-funding. It no longer had to ship silver from Britain to buy Indian goods. It could tax Bengal and buy Bengal's own exports with Bengal's money. And the double government it created, where the Company took the revenue while the Nawab kept nominal responsibility for administration, meant nobody was actually accountable for governing. The Bengal famine of 1770 killed an enormous number of people, with estimates running to a third of the population in affected areas, under exactly that arrangement. In 1772 the Company dropped the pretence and took direct control. Mir Qasim, the man who started it by trying to tax the Company fairly, escaped with jewels said to be worth three million rupees and died in poverty in 1777. Shah Alam II spent the rest of his life as a pensioner of one power or another. He was eventually blinded by an Afghan warlord in 1788 and ended his days under British protection in Delhi, an emperor whose empire was a palace. One morning in Bihar, over by lunchtime, and the government of India changed hands for the next 183 years.
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