#trivia
A buddy asked me to bring him from Mexico. Not chocolate, mezcal, hot sauce. But "a couple of small bottles of _____ cos Mexico is where they mostly make it from beans. 99% elsewhere is chemically processed."
What ubiquitous product?
One of the most expensive food items.
This is a product that is available in probably every grocery store in the world! It is everywhere around us, especially in desserts. But its source plant (from Mexico) takes a LOT of labor to grow. So its chemically synthesized flavor is what most of us taste through our lives.
Yes, indeed!

A big TIL in Mexico for me was that

a. Vanilla is originally from Mexico
b. I had probably never actually tasted "real" vanilla in my life.

Real vanilla costs like $600/kg! I was a little shook at how much the bottles cost lol.

Growing vanilla is an extremely tedious process that can't be automated. You have to masturbate the plants, hehe.

Like literally, vanilla has to be hand pollinated, with thumbs and forefingers bringing the male female parts of the flower together. We are how it reproduces!
Also the "chocolate and vanilla" partnership pre-dates ice cream culture by millennia! In fact chocolate & vanilla first came together in a world that had no milk and no processed sugar.

Xocolatl, the ancient Mayan drink, was made of chocolate and vanilla. And chilies!
Growing actual vanilla beans is such a delicate and expensive process. How then does vanilla get used in like 15,000 different products around the world and is available in some form in every single grocery store in the world?

Chemistry! It's lab made vanilla.
That's why when I ate vanilla ice cream in Mexico, I seriously did a double take. As did @k_rupal. Like wait...THIS is how real vanilla tastes? Whoa! What am I even... Whoa... Yeah, it is vanilla but it is also so much more!

Mexicans invented everything tasty!
It's crazy to think that people were having chocolate and vanilla for 2000 years without any milk or sugar involved. And now 99% chocolate or vanilla is consumed with milk and sugar.
"Funny story for your followers. I went to a small market in CdMX and asked for "vanilla" and they looked confused. So I described it in my broken Spanish and they were like ahhh bainiyaa! These double L's eh?"

Yeah, also it's spelled Vainilla in Spanish not Vanilla.

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More from @gauravsabnis

Jan 26
Some people are pointing out a few apparent inconsistencies or errors in the #HindenburgReport and asking "then can we trust anything in there"?

That's binary cable news debate logic, not actual investor logic. Actual investors don't think like debate judges. They are careful.
Actual investors, analysts, media people who report on this, will all do their own fact checking, cos all of it is extensively cited and verifiable.

If they see 10% wrong 90% right, they will focus on the 90%. Not throw it all out cos of a few errors. Makes no sense.
People in India are not realizing how much weight Nate Anderson carries in the US investor community AND the serious mainstream media. A New Yorker or Atlantic or Rolling Stone or NYMag longform on Adani must parallely be in the works, working with Nate during the investigation.
Read 15 tweets
Jan 26
I hope my longtime followers recognized the virality of this ad as an example of something working exactly as intended, right? You think a Starbucks or Tata ad copy makes it to print without a single person saying "ajji will be like, too expensive!"

The whole point only! Image
There isn't one universal definition for this practice. Some call it Bait Advertising. Others call it Outrage Advertising.

Where you purposely put something in the ad that will give a lot of people the opportunity to make a smug joke or outraged comment about it on social media.
Starbucks does not care, nor will it ever care, if you make fun of its price as too high.
Read 17 tweets
Jan 26
Haha, they are suing a short seller for telling the world why they are taking a short position. 😂😂😂

If they seriously file suit in the US, there will be so much more stuff that comes out in discovery!
Journalists also breathlessly report vague impulsive legal threats from billionaires as if they are real threats.

The last thing Adani wants is the Discovery process of a lawsuit in the US.

Remember that Musk wanted to avoid it so bad, he eventually bought Twitter in the end.
A quick explainer for folks who aren't sure what exactly a "short seller" is.

A short seller "borrows" a share from a long seller and sells it off instantly. With the promise to return the share in the future.

Both sides bet. Short sellers that it will fall, long ones opposite.
Read 25 tweets
Jan 26
Exactly! Those of us who remember him as the unlikely small fidgety nasal but charming outsider class clown Abhi and watched him become the top dog just because of his presence, this likeability, his niceness, and his legendary interviews. To go after him is a telling choice.
SRK is what used to be considered the "model Muslim". Doesn't wear his religion on his sleeve, Hindu wife, ergo mixed kids, playing roles of every religion, profession, social class. He played so many 21st century Indians, even defined us in many ways.

Sanghism's worst nightmare
Shahrukh is just Shahrukh.

I loved reading his interviews in the 90s. What an interesting and entertaining dude, fully loving the life he was living. Dilkhulaas guy!

Sanghis can't handle a success story like SRK cos it cuts at their core ideology of Muslims = not Indian.
Read 9 tweets
Jan 26
WOW! This is quite a thorough report!

Question for RSS is how long they keep their wagon hitched to him.

They brought him on par with & then ahead of Ambani. But Ambanis afaik don't do outright fraud, just regular cutthroat crony capitalism. This has political downsides.
If the Indian govt doesn't come out strongly as a neutral regulator and arbiter, and instead acts like Adani sympathizers, it sends a massive signal to the global financial community and WILL hit investments. Cos the stuff in this report is well beyond business as usual.
I know I know the official line from Adanis and many on the Sanghi side stanning him is that this is some biased report, hitjob, same old whataboutery, and sure, that will win you cable news or Whatsapp arguments.

But the financial community will take note. Esp rating agencies.
Read 27 tweets
Jan 25
The most global and local and glocal cuisine is "Chinese food". Every country has its own versions. No two are the same.

Here's a thread with a collection of tweets about all the time we ate the localized Chinese food in all these countries we visited.

First Mexico!
It was my very first meal after landing in Antigua cos it was the closest quickest thing that night.

In Finland, it was a buffet very close to Helsinki town center. Probably the most Panda Express like of all the countries I tried it in.

Read 9 tweets

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