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Recent
SitRep - 10/05/26 - Another day of relative silence
An overview of the daily events in Russia's invasion of Ukraine. During the second day of the agreed ceasefire, there is a relative calm, yet Russia sends drones and there are still combat clashes.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. During the second day of the agreed ceasefire, there is a relative calm, yet Russia sends drones and there are still combat clashes.
REPOST=appreciated
1/X
Missed the latest?
As usual we start with Russian losses
In Indian families, you might have noticed that during weddings, births, or big festivals, your parents or grandparents insist on visiting a specific old temple in their native village. They say, "Ye hamare Kuldevi hain" or "Ye hamari Kul-Devta hain."
A Thread 🧵
But what exactly is a Kuldevi or Kuldevta, and why do they hold such a massive place in our lives? It’s much more than just a tradition; it’s about your family's spiritual DNA.
A Thread 🧵
But what exactly is a Kuldevi or Kuldevta, and why do they hold such a massive place in our lives? It’s much more than just a tradition; it’s about your family's spiritual DNA.
1. What is a Kul-Devata?
The word "Kul" means lineage or family, and "Devata" means deity. So, a Kul-Devata (or Kuldevi for a goddess) is the specific guardian deity of your entire clan.
Think of it like this: If the Universe is a giant organization, the Kuldevi is like your family’s dedicated protector. While we pray to many gods like Ganesha, Shiva, or Vishnu, the Kul-Devata is the one who has been watching over your specific ancestors for hundreds, maybe even thousands of years.
The word "Kul" means lineage or family, and "Devata" means deity. So, a Kul-Devata (or Kuldevi for a goddess) is the specific guardian deity of your entire clan.
Think of it like this: If the Universe is a giant organization, the Kuldevi is like your family’s dedicated protector. While we pray to many gods like Ganesha, Shiva, or Vishnu, the Kul-Devata is the one who has been watching over your specific ancestors for hundreds, maybe even thousands of years.
2. The Spiritual "Bodyguard" of the Family
In ancient Indian wisdom, it is believed that every family carries a certain energy. Over generations, families face ups and downs, health issues, and struggles. The Kul-Devata acts as a shield for the family.
• Protection: They are believed to protect the family from "Bad Nazar" and major obstacles.
• Identity: Your Kul-Devata tells you where your ancestors came from. Often, the temple is located in the original village where your great-great-grandparents once lived.
• Blessings for the Future: This is why, when a new baby is born or a new bride enters the house, the first thing a family does is take them to the Kuldevi temple to "register" their presence and seek blessings.
In ancient Indian wisdom, it is believed that every family carries a certain energy. Over generations, families face ups and downs, health issues, and struggles. The Kul-Devata acts as a shield for the family.
• Protection: They are believed to protect the family from "Bad Nazar" and major obstacles.
• Identity: Your Kul-Devata tells you where your ancestors came from. Often, the temple is located in the original village where your great-great-grandparents once lived.
• Blessings for the Future: This is why, when a new baby is born or a new bride enters the house, the first thing a family does is take them to the Kuldevi temple to "register" their presence and seek blessings.
“In businesses of trust, it’s winner take all.”
This idea sits at the core of Urban Company’s strategy.
At CMP: 125
Market Cap of 20,000 cr,
It hints at something the market may still be underestimating:
Urban Company is no longer a typical services marketplace.
It’s starting to behave more like a density-driven network.
This idea sits at the core of Urban Company’s strategy.
At CMP: 125
Market Cap of 20,000 cr,
It hints at something the market may still be underestimating:
Urban Company is no longer a typical services marketplace.
It’s starting to behave more like a density-driven network.
Once density crosses a threshold, unit economics improve across the board: faster service, higher reliability, better efficiency.
That showed up this quarter:
42% NTV growth, India consumer services (ex-InstaHelp) up 26% (fastest in 11 quarters), while EBITDA margin improved from 1.6% to 3.3%.
Unusual part: growth + margin expansion together ...
is rare in service marketplaces, which often trade efficiency for speed.
As density increases:
• lower travel time
• tighter job packing
• higher utilization
• faster fulfillment
• higher provider earnings
And counterintuitively, instant delivery is making the system more efficient, not less.
That showed up this quarter:
42% NTV growth, India consumer services (ex-InstaHelp) up 26% (fastest in 11 quarters), while EBITDA margin improved from 1.6% to 3.3%.
Unusual part: growth + margin expansion together ...
is rare in service marketplaces, which often trade efficiency for speed.
As density increases:
• lower travel time
• tighter job packing
• higher utilization
• faster fulfillment
• higher provider earnings
And counterintuitively, instant delivery is making the system more efficient, not less.
Most instant models rely on slack capacity, which pressures utilization and burn.
Here, density in select micro-markets reduces travel time, lowers cancellations, and increases jobs per provider per day - while shrinking customer wait times.
If that holds, it’s operating leverage showing up as convenience.
And importantly:
this isn’t a single-category business.
They’re doing this across 60+ service categories and 47 cities.
That’s operationally far harder than food delivery or grocery.
Here, density in select micro-markets reduces travel time, lowers cancellations, and increases jobs per provider per day - while shrinking customer wait times.
If that holds, it’s operating leverage showing up as convenience.
And importantly:
this isn’t a single-category business.
They’re doing this across 60+ service categories and 47 cities.
That’s operationally far harder than food delivery or grocery.
Global Energy Crisis (Thread)
Do you know South Korea has banned use of washing machine on weekdays, Thailand has asked to not to wear coat and ties
People living in India don't even know how bad energy crisis is going on
Read this thread to know what's going on in world
1/20
Do you know South Korea has banned use of washing machine on weekdays, Thailand has asked to not to wear coat and ties
People living in India don't even know how bad energy crisis is going on
Read this thread to know what's going on in world
1/20
USA
▪️World's biggest oil producer
▪️Increased petrol and diesel prices by 45% and 48%
▪️Jet fuel prices increased by 72%
▪️gasoline crossed $4/gallon
▪️"Work-from-Home Mandate" by several states
▪️Airlines cutting flights; airfare hikes
2/20
▪️World's biggest oil producer
▪️Increased petrol and diesel prices by 45% and 48%
▪️Jet fuel prices increased by 72%
▪️gasoline crossed $4/gallon
▪️"Work-from-Home Mandate" by several states
▪️Airlines cutting flights; airfare hikes
2/20
South Korea
▪️LNG prices up roughly 140%
▪️Citizens asked to:
- use washing machines and vacuum cleaners only on weekends
- take short showers
- charge phones and EVs during daytime only
▪️Government offices using a 5-day vehicle rotation system
▪️cars banned one weekday based on license plate number
▪️Scenic city lights switched off
▪️Escalators and fountains shut down
▪️Top 50 oil-consuming companies ordered to cut energy use
▪️Coal plants kept alive longer instead of shutting down
▪️LNG prices up roughly 140%
▪️Citizens asked to:
- use washing machines and vacuum cleaners only on weekends
- take short showers
- charge phones and EVs during daytime only
▪️Government offices using a 5-day vehicle rotation system
▪️cars banned one weekday based on license plate number
▪️Scenic city lights switched off
▪️Escalators and fountains shut down
▪️Top 50 oil-consuming companies ordered to cut energy use
▪️Coal plants kept alive longer instead of shutting down
Ppl snipe that long covid patients aren’t more qualified to direct a pandemic response than public health officials only for those same officials to be 5 days behind us on recommending exactly what we said would be required based on info that was already available
Long Covid patients are better equipped to understand the dynamics at play bc, thanks to the utter abandonment of public health (including @ashishkjha!) we’ve spent years studying airborne infection control bc our literal lives were on the line
@ashishkjha While WHO and @cdc dragged their feat on admitting that there was, indeed, no distinct form of transmission called droplet- it’s simply “through the air transmission” now, a single category, we had to learn the hard way how it worked
STOP telling ChatGPT:
“Check my grammar and writing.”
Bad prompt = bad output.
Use these instead
“Check my grammar and writing.”
Bad prompt = bad output.
Use these instead
1. Human Expert Rewrite
Make your text read naturally, like an expert wrote it.
Fix grammar, sentence flow, and structure.
Keep it professional and effortless.
Text: [paste]
Make your text read naturally, like an expert wrote it.
Fix grammar, sentence flow, and structure.
Keep it professional and effortless.
Text: [paste]
2. Clarity & Conciseness Boost
Review your text and rewrite it for clarity, logic, and readability.
Remove unnecessary words and make it crisp without changing meaning.
Text: [paste]
Review your text and rewrite it for clarity, logic, and readability.
Remove unnecessary words and make it crisp without changing meaning.
Text: [paste]
A new study from MIT just revealed something huge about AI. And if you use ChatGPT for work, school, or writing, you need to hear this:
Researchers ran a simple experiment. Students wrote timed essays using only their brains, their brains plus Google, or their brains plus ChatGPT.
The ChatGPT group didn’t just do worse. They couldn’t remember a single accurate quote from what they had just written.
Monogatari Series, from Nisioisin and SHAFT, teaches young persons basically two important things:
1.) Mental Illnesses and Personality Disorders of Young Women are caused by Demons and Evil Spirits.
2.) EXACTLY how much men and women need to COMMUNICATE in a relationship.
1.) Mental Illnesses and Personality Disorders of Young Women are caused by Demons and Evil Spirits.
2.) EXACTLY how much men and women need to COMMUNICATE in a relationship.
If there is exactly one very important takeaway for young persons to learn from Monogatari Series, it is how openly, directly, and strongly Araragi and Senjougahara communicate. How deeply they delve into topics, how much they talk to each other is extremely important.
Young women especially can learn from monogatari series that is is best to communicate extremely directly and bluntly with young men who are, by fault, very local and direct and precise persons.
1🧵 Just 4 days before inauguration, UAE's Spy Sheikh, the UAE's National Security Adviser Sheikh Tahnoon secretly bought 49% of Trump's crypto firm [World Liberty Financial/WLF] for $500M.
$187M went to Trump and $31M went to his Middle East envoy Steve Witkoff.⚠️
...then months later:
✅ UAE got restrictions lifted on AI chips.
✅ UAE signed Pax Silica
✅ UAE' MGX got 15% of TikTok U.S.
✅2 of the Sheiks senior aides were appointed to President Trump's personal WLF Board of Directors.
||| No Congressional approval. Ever. |||
$187M went to Trump and $31M went to his Middle East envoy Steve Witkoff.⚠️
...then months later:
✅ UAE got restrictions lifted on AI chips.
✅ UAE signed Pax Silica
✅ UAE' MGX got 15% of TikTok U.S.
✅2 of the Sheiks senior aides were appointed to President Trump's personal WLF Board of Directors.
||| No Congressional approval. Ever. |||
2🧵I think there's a strong legal argument for the
Trump/WLF/UAE/Witkoff scam being potentially Illegal.
📜The Constitution explicitly prohibits a president from receiving payments from foreign governments or state-linked entities without Congressional consent. This is under the Foreign Emoluments Clause [Art. I, §9, cl. 8].
👉The claims that this incidence violated the Foreign Emoluments Clause are:
🔹Sheikh Tahnoon = UAE's National Security Adviser = agent of a foreign sovereign.
🔹$187M flowed to Trump-controlled entities from that foreign sovereign [Tahnoon].
🔹No Congressional consent was sought or obtained.
⚠️No criminal charges filed. No court has ruled. The clause has no independent enforcement mechanism, it requires Congressional action, a DOJ willing to prosecute or civil litigation standing, none of which have materialized under the current administration.⚠️
Trump/WLF/UAE/Witkoff scam being potentially Illegal.
📜The Constitution explicitly prohibits a president from receiving payments from foreign governments or state-linked entities without Congressional consent. This is under the Foreign Emoluments Clause [Art. I, §9, cl. 8].
👉The claims that this incidence violated the Foreign Emoluments Clause are:
🔹Sheikh Tahnoon = UAE's National Security Adviser = agent of a foreign sovereign.
🔹$187M flowed to Trump-controlled entities from that foreign sovereign [Tahnoon].
🔹No Congressional consent was sought or obtained.
⚠️No criminal charges filed. No court has ruled. The clause has no independent enforcement mechanism, it requires Congressional action, a DOJ willing to prosecute or civil litigation standing, none of which have materialized under the current administration.⚠️
3🧵The Kicker: The UAE signs the Pax Silica agreement, thus gaining access into an U.S-led global Ai alliance on Jan. 14, 2026. This on its face seems innocuous to until you know that the Pax Silica MOU was signed by the US Under Secretary for Economic Affairs, Jacob Helberg.
Helberg is significant here because;
🔹He's not only former Google but he's also a former Palantir employee & worked for Alex Karp.
🔹He was arguably the single most influential private-sector architect of the TikTok ban & forced-sale legislation
🔹 His role created a direct pipeline from Silicon Valley lobbying to a Trump administration policy position.
🔹Prior to this position he had never been in government.
At only 36yrs of age it's clear his position was directly related to his efforts regarding the TikTok ban. Trump was pleased with Helberg as seen in a video message at the 2024 Hill & Valley Forum, with Trump saying;
"Jacob, I want to thank you".
Helberg is significant here because;
🔹He's not only former Google but he's also a former Palantir employee & worked for Alex Karp.
🔹He was arguably the single most influential private-sector architect of the TikTok ban & forced-sale legislation
🔹 His role created a direct pipeline from Silicon Valley lobbying to a Trump administration policy position.
🔹Prior to this position he had never been in government.
At only 36yrs of age it's clear his position was directly related to his efforts regarding the TikTok ban. Trump was pleased with Helberg as seen in a video message at the 2024 Hill & Valley Forum, with Trump saying;
"Jacob, I want to thank you".
I wouldn’t usually post a thread all about one decision in a 90 minute game of football, but today’s was so significant, and so outrageous, it has to be highlighted and discussed.
When @_JarrodBowen sent that corner kick into the box, the outfield players we had in the box were Soucek, Summerville, Todibo, Pablo, Mavropanos, and Wilson. Hermansen was there too, and Diouf was deeper towards the edge of the box, but of them 6 outfield players in the mix…
@tomassoucek28 had his shirt grabbed by Havertz and was dragged down to the ground:
Kenya’s Finance Bill 2026 Explained
Save and Share the thread below:
Save and Share the thread below:
Now let’s start with an introduction on what the Finance Bill 2026 is focused on.
The Finance Bill 2026 mainly focuses on raising government revenue through wider tax collection, stricter compliance, and tax administration changes.
The Finance Bill 2026 mainly focuses on raising government revenue through wider tax collection, stricter compliance, and tax administration changes.
Now, under the Finance Bill 2026, the Bill targets:
— Digital services, gambling, mitumba imports, and other under-taxed sectors
— Stronger KRA enforcement powers
— Shorter tax filing timelines
— Tax changes affecting businesses, consumers, and investors
— Digital services, gambling, mitumba imports, and other under-taxed sectors
— Stronger KRA enforcement powers
— Shorter tax filing timelines
— Tax changes affecting businesses, consumers, and investors
I ACCIDENTALLY OVERHEARD A FINANCIAL PLANNER WITH A CLIENT AT AN AIRPORT LOUNGE.
She never once mentioned budgeting or cutting expenses.
Only 3 structural moves. I turned them into Claude prompts. Here they are:
She never once mentioned budgeting or cutting expenses.
Only 3 structural moves. I turned them into Claude prompts. Here they are:
PROMPT 1 — MAP YOUR MONEY
Act as a financial architect — not an advisor. Ask me 5 questions to map where my money currently sits: accounts, assets, recurring payments, subscriptions, anything on autopilot. Don't give advice yet.
Just build the map. One question at a time.
Act as a financial architect — not an advisor. Ask me 5 questions to map where my money currently sits: accounts, assets, recurring payments, subscriptions, anything on autopilot. Don't give advice yet.
Just build the map. One question at a time.
PROMPT 2 — FIND WHAT'S
WORKING AGAINST YOU
Here's my money map: [paste].
Now identify: what is working FOR me automatically? What is working AGAINST me automatically? What is doing nothing? Patterns only — no judgment, no advice yet.
WORKING AGAINST YOU
Here's my money map: [paste].
Now identify: what is working FOR me automatically? What is working AGAINST me automatically? What is doing nothing? Patterns only — no judgment, no advice yet.
