The Kaipullai Profile picture
Sep 15, 2020 4 tweets 1 min read Read on X
I love how a group of Uncles sitting in New Delhi, in 2008, decided that all Indians can have a car, as long is it is less than 4 Mtrs in length and has an engine, that is less than 1200/1500 cc.
The single policy ensured, India got absolutely shortchanged by all global Majors.

We got badly designed, horribly built cars which had no power and no features. Which were cut, because they had to stick to the ridiculous 4 Mtr stipulation.
While the uncles who made the decision in Delhi, got to move about in Ambassadors, Corollas and Innovas.

If the policy was to spur the auto industry, it failed miserably.

If the policy was to ensure we never had good cars, then it is roaring success.
Maybe another policy should have been made, where the uncles who wrote that policy, got to drive only those sub 4 Mtr cars.

Then we would have got a better policy.

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More from @thekaipullai

Sep 28
India has given many things to the world

The famous ones you know are Zero, Wootz Steel, the Missed Call, temples for US Visas & Jugaad

But what if tell you, the template used by many countries to destabilize & take over other countries also originated here

Intrigued, Read on
It all started in the town of Vellore.

Today is known as the place where we have CMC, VIT, awesome Punjabi food and Chennai Bengaluru riders stop for breakfast.

200 years before though Vellore was important strategically. It was the buffer between European Madras & Mysore.
Since 1710, it was ruled by a succession of rulers called the Nawab of Arcot.

Now, of all the Princely state rulers in India, one of the most interesting dudes is the Nawab of Arcot.

Because unlike all other princely state rulers, he is the only one who is relevant in 2025.
Read 30 tweets
Aug 16
India has lost many things at the altar of history. But some towns in India lost something far more important

They lost their own history

Towns, which once decided the fates of lakhs of people, don't even influence the districts they are in today

One such town is Vandavasi
It's a sleepy town, 126 Kms from Chennai & many people in TN haven't heard of it

And I am sure the people of Vandavasi don't know the impact their town has had on world history

Because it was here the fate of Europe / USA was decided on 22nd January 1760

Surprised, Read on
The events that bring Vandavasi into picture were set in motion in the year 1756

That year, Britain & France decided to go to war against each other because the wrong emperor was chosen for Austria

And it became a world war, because, well they and their allies ruled the world
Read 30 tweets
Apr 6
This post is inspired by Mr Piyush Goyal and a humble auto with whom I had the privilege or riding in Andheri.

Don’t worry this is not one of those “I met my Uber driver who gave me fictional political lessons” posts.

This is something else.
As is the norm today, the auto dude had his smart phone mounted in front of him. And instead of the usual obscene titillating reels, he had something else opened in his screen.

It was a fantasy league app.

He was making a team, while he was driving the Auto thru Mumbai traffic
Other than how his multitasking put an iPhone to shame, I wondered what actually happened to come to a situation where Dream XI accounts exceed Broking accounts

So, sit back and travel with me thru the legal blackhole that made India the world’s largest fantasy sports market
Read 18 tweets
Dec 21, 2024
For all of the hatred towards it shown by many people, the most important thing the IT industry showed was that, for the first time in India's history, you could setup a company in India & make it big with only your hard work and intelligence.

You didn't need anything else.
If you trace the ownership history of all big companies in India, prior to the advent of IT, you can classify them as

1. Govt owned
2. Owned by the people who were Govt lackeys.
3. Big named businessmen who were British lackeys
4. Owned by people who bribed / swindled the govt
Meritorious and hardworking people in India, but with limited capital, could never actually even dream of starting a business in India.

Before the IT industry showed the way.

More entrepreneurs were created by IT industry in 5 years post 1992, than we did in the 40 before it
Read 5 tweets
Nov 19, 2024
If you ever want to see an example of how something that began right and then went wrong pretty quickly, look no further than the months of June and July in 1914.

Those 2 months are the worst example how everything that could go wrong, went wrong

And killed 22 million people.
Immediately Prior to 1914, like the 500 years before 1914, countries in Europe didn't trust each other.

Because, Europe was a bar where every country had fought with the other country for no reason other than fighting each other.

Because in 19th Century Europe
British fought the French.

The French fought the Germans.

Germans fought the Austrians.

The Austrians fought the Turks.

The Turks fought the Russians.

And the Italians were fighting amongst themselves.

Basically everyone was either fighting someone else or themselves.
Read 23 tweets
Aug 17, 2024
Indian equity market is now at a point where every theory, thesis, formula and literature about stock markets, stocks and investments, has been run over by a king size bulldozer, and whatever remained has been burnt with a flamethrower.

Let's take the recent IPO of Ola Electric
The company not only successfully listed but has zoomed faster than ISROs GSLV rocket. The returns are so outsized that anyone who didn't apply for the IPO, looks like a fool today.

But then, if you look at the financials, the story is a little different.
Let's start with the operating cash flow. Because If I write about P&L, fanboys will descend on my TL by saying "The EV Revolution has just begun", "The Pastmaster strikes twice" etc etc.

Let's see if Ola is actually making money from its operations, which is selling scooters.
Read 17 tweets

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