Long read: From Ferment to Dominant Design: Reading the AI Model Wars Through History
In this brilliant blog (which we would suggest you read in full because of how important this could be for your business), Prof Lakhani tells us that those of us who are trying to figure who will win the LLM race by comparing what various AI models can do are likely to get it wrong. […]
Long read: Prisoner number 804: the plot to erase Imran Khan
Those of us who grew up in the 1980s, hated Imran Khan for his swagger, his talent, his charisma, his…the list is endless but all of this was because Imran all but ensured that from 1980-95, Pakistan ritually thrashed India in what felt like every cricket match. All of this meant however that we admired […]
Every Country Now Wants to be Atmanirbhar. How Can you Participate in this trend?
Industrial policy refers to government officials channelling resources to particular industries that the market would not. What India’s leaders understood many decades ago was acknowledged a fortnight ago by the World Bank – that every country should now have an industrial policy. Companies in our Global Compounders Portfolio are well positioned to potentially benefit from […]
Economic Warfare is Now a Daily Reality. Is Your Portfolio Ready for It?
Over the past 20 years, America has led the world in using economic chokepoints to hurt its rivals. First China (using rare earths) and now Iran (using Hormuz) are returning the compliment. It is all but inevitable that every significant economy will now use economic warfare to attain its goals. To protect your wealth in […]
Short read: The Median Isn’t the Message
This is a brilliant essay written by Stephen J. Gould, an evolutionary biologist in 1991 about the limitations of statistics, something very relevant in today’s world where popular opinion is manipulated using statistics something that the common man struggles to comprehend properly. Gould drives home this point using his personal encounter with cancer. He begins […]
Short read: How capital markets are driving Enshittification of Everything
Whilst social media still boasts of billions of users, many of us are increasingly opting out of it simply disappointed with the quality of experience on these platforms. Once a medium to stay in touch with friends or curate a newsfeed to inform oneself soon becomes a place for marketeers to sell their wares. There […]
Short read: 1976 film Chhoti Si Baat is one of Bollywood’s most progressive portrayals of masculinity
Many of us in Marcellus come from homes where machismo does not go down very well with any of our family members. Hence, we are a little bewildered by the recent spate of Bollywood movies whose machismo seems to be aimed at a generation which has grown up with its head inside a mobile phone. […]
Long read: In Search Of Banksy
This is a fun read of an investigative piece about one of the most enigmatic artists in human history – Banksy. Both the subject matter and the writing is brilliant enough to keep you riveted to the article. “Banksy, one of the world’s most popular and enigmatic artists, whose identity has been debated and closely […]
Long read: Artemis II: Inside the Moon mission to fly humans further than ever
If watching the coverage of the war in the Middle East is making you lose hope in the ability of our race to move forward, you need to read this BBC article (complete with its breathtaking graphics & animation) on the most daring space flight ever undertaken (which will in all likelihood be underway by […]
Long read: Time of great global demographic u-turn
Our friend Pramit Bhattacharya’s piece in the HT is a reminder of why even on matters of great global import, highly rated experts and multiple national governments can get it wrong, badly wrong and that too, over a period of several hundred years. The consequences of these expert judgements being incorrect can be catastrophic as […]
Short read: Meta and YouTube designed addictive products that harmed young people, jury finds
After Australia became the first country in the world to legislate that children under the age of 16 should not be allowed access to social media, a couple of Indian states are contemplating similar action. Whilst some argue the effectiveness of such a ban, others argue against the ban itself. For those, this week’s first […]
Short read: The air we breathe cannot be a luxury
Whilst much of the northern hemisphere is enjoying the onset of spring, Indian cities seem to have promptly skipped it to enter what is looking like a scorching summer ahead of us. But the good news is that we have some respite from the winter pollution. Naturally, outcries to do something about it have died […]
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