CapOrbit @CapOrbit
Active investor with interest in funda. analysis, quant. approaches. Views are strictly personal. Views are not investment recommendations. Joined August 2012-
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CapOrbit retweeted
Other countries create public spaces for people. Maharashtra reclaimed coastal space at great expense and handed it to a favoured industry house for ‘beautification’. Existing dairy land will go to MMRDA for commercial exploitation! Please note that 30 years on @MMRDAOfficial has…
Other countries create public spaces for people. Maharashtra reclaimed coastal space at great expense and handed it to a favoured industry house for ‘beautification’. Existing dairy land will go to MMRDA for commercial exploitation! Please note that 30 years on @MMRDAOfficial has…
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CapOrbit retweeted
Every time activists and citizens supported monetisation of bus depots to make BEST viable, politicians immediately sold it to builders. Mahim and Andheri are examples. Will citizens ONLY wake up for pigeons and stray dogs? Does road traffic not affect your life? More buses=less…
Every time activists and citizens supported monetisation of bus depots to make BEST viable, politicians immediately sold it to builders. Mahim and Andheri are examples. Will citizens ONLY wake up for pigeons and stray dogs? Does road traffic not affect your life? More buses=less…
CapOrbit retweeted
In 2016 Geoffrey Hinton said “we should stop training radiologists now" since AI would soon be better at their jobs. He was right: models have outperformed radiologists on benchmarks for ~a decade. Yet radiology jobs are at record highs, with an average salary of $520k. Why?
CapOrbit retweeted
"AI isn't replacing radiologists" good article Expectation: rapid progress in image recognition AI will delete radiology jobs (e.g. as famously predicted by Geoff Hinton now almost a decade ago). Reality: radiology is doing great and is growing. There are a lot of imo naive…
"AI isn't replacing radiologists" good article Expectation: rapid progress in image recognition AI will delete radiology jobs (e.g. as famously predicted by Geoff Hinton now almost a decade ago). Reality: radiology is doing great and is growing. There are a lot of imo naive…
CapOrbit retweeted
The findings of this one indicate that it appears to be true that exercise has the potential to increase one's average heart rate, but only when the effort is extreme and prolonged.
CapOrbit retweeted
I just published The World in Which We Live medium.com/p/the-world-in…
CapOrbit retweeted
By my calculation, @AnthropicAI owes me around $60,000. There was a recent settlement where Anthropic is paying authors $3,000 per book that they illegally acquired and used for their training data. I've written a few books and can find almost 20 of mine in their stolen…
CapOrbit retweeted
If A Price Chart Can Be A Dog, What Do Prices Mean? 🧵More below.
If A Price Chart Can Be A Dog, What Do Prices Mean? 🧵More below.
This will be mainstream for humans in next few decades. Debate will be fierce, but this outcome will be inescapable. press.asimov.com/articles/the-f…
CapOrbit retweeted
The Indian state of Tamil Nadu is an impressive case study in industrial policy at the subnational level: - 1/7 manufacturing jobs in India - Industrial clusters: auto, electronics… - Its own MITI super agency: DIIPC Fantastic piece by @mausamiitb & co: phenomenalworld.org/analysis/coord…
Who will pay?
CapOrbit retweeted
Correct. Maintaining car engine health and worrying about reducing mileage is a "vested, economic interest" for a lot of citizens.
Correct. Maintaining car engine health and worrying about reducing mileage is a "vested, economic interest" for a lot of citizens.
CapOrbit retweeted
The frequency of government rebuttals to critical reports, set against its narrative of an economic utopia, seems to be increasing. Recently, a PIB communiqué dismissed a Reuters survey-based report that questioned the government's optimistic employment scenario.
CapOrbit retweeted
The fifth column in my series “ The peninsula” that focuses on political economy issues impacting the South Indian states newindianexpress.com/opinions/2025/…
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