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VOICE ARCHIVE

Rajeev Mantri

@rmantri
29 posts
2025-05-29
A must read - it is amply clear that reforming government and bringing efficiency in the public sector cannot be done by slash and burn tactics.
2025-05-29 View on X
Sahil Lavingia

Gumroad founder Sahil Lavingia discusses working as a DOGE software engineer for the VA and says he was let go after his Fast Company interview was published

Gov't tech workers I spoke to went bonkers when DOGE workers began connecting non-government laptops to their systems. … Jacob Harris / @jacobharr.is : Reading Sahil Lavingia's blo...

2023-08-16
Of 1M+ employees, Foxconn currently employs only about 50,000 in India - a market where it first invested 15 years ago https://www.ft.com/... One way to look at it is, there is enormous headroom to grow this share as India continues to build share in global electronics...
2023-08-16 View on X
Bloomberg

Sources: Foxconn's Tamil Nadu plant in India plans to deliver new iPhone 15s only weeks after Chinese factories; previously, output lagged China by 6-9 months

- Apple is diversifying iPhone supply chain away from China  — India's push to become a manufacturing hub is bearing fruit

Of 1M+ employees, Foxconn currently employs only about 50,000 in India - a market where it first invested 15 years ago https://www.ft.com/... One way to look at it is, there is enormous headroom to grow this share as India continues to build share in global electronics...
2023-08-16 View on X
Financial Times

Internal documents: India accounts for $10B of Foxconn's annual revenue, or 4.6% of its 2022 revenue, as its India push shows the limits of “China plus one”

Financial Times : X: @birdyword , @financialtimes , @rmantri , @sushantsin , @pstasiatech , @chadbown , and @conradkbarwa X: Mike Bird / @birdyword : “Liu has said China accounts ...

2023-08-11
US investors face uncertain future in China after tech investment ban on quantum computing, semiconductors and AI - Private equity and venture capital funds targeted in Biden administration's crackdown https://www.ft.com/... Big move by the US, long due 👌
2023-08-11 View on X
Financial Times

Biden's Chinese tech EO leaves US VCs and private equity firms trying to work out the impact on their holdings and weighing up strategies to comply or exit

Private equity and venture capital funds targeted in Biden administration's crackdown  —  After President Joe Biden announced a ban …

2023-06-13
The resetting and rationalization of venture fund sizes was long overdue, it is happening now. Insight Partners cuts size of $20bn fund amid ‘great reset in tech’ https://www.ft.com/... TCV Raised 50% to 75% Less Than Planned For New Venture Fund https://www.theinformation.com/ ...
2023-06-13 View on X
Financial Times

Investor letter: Insight Partners slashes the $20B target for its latest fund to $15B, after raising just $2B since June 2022, citing a “great reset in tech”

Financial Times :

2023-06-03
Apple's unique ability to fuse hardware, software and services is going to position it unassailably in AR/VR 👓 The emphasis on individual privacy is the icing on this three-layered cake. It is going to be amazing 💫 https://twitter.com/...
2023-06-03 View on X
Bloomberg

What to expect at WWDC: an MR headset that a source calls part “status symbol” and part “future of the computer”, a 15" MacBook Air, iOS 17, macOS 14, and more

Apple Inc.'s most significant product launch event in nearly a decade kicks off Monday …

2023-03-30
I do worry that some technologies may take us into a WALL-E @Pixar style world. Wonder what that might mean... https://twitter.com/... https://twitter.com/...
2023-03-30 View on X
Semafor

An interview with Vinod Khosla on how AI will “free humanity from the need to work”, seeing the AI future early, OpenAI investment, AI and geopolitics, and more

At nearly 70, Vinod Khosla is an elder statesman in Silicon Valley but he's been on top of the most cutting-edge trends, including artificial intelligence. Tweets: @mvzelenks , @ra...

2022-10-12
$70B invested https://twitter.com/... and this is what there is to show for it...until Apple figures this out, everybody is going to struggle. The ability to strike the right balance between design, price and performance is something unique to  https://twitter.com/...
2022-10-12 View on X
The Verge

Meta unveils the $1,499 Quest Pro headset, offering eye and face tracking and color passthrough video for mixed reality, shipping on October 25 in 22 countries

Meta has finally announced the Meta Quest Pro: a $1,499 virtual reality headset it's been teasing for the past year.

$70B invested https://twitter.com/... and this is what there is to show for it...until Apple figures this out, everybody is going to struggle. The ability to strike the right balance between design, price and performance is something unique to  https://twitter.com/...
2022-10-12 View on X
The Verge

Hands-on with Meta Quest Pro: feels like a sophisticated development kit with a thoughtful design, improved controllers, one to two hours of battery, and more

Adi Robertson / The Verge :

2022-06-13
Well argued, a must read. https://twitter.com/...
2022-06-13 View on X
A Few Thoughts on Cryptographic Engineering

A defense of blockchains and crypto as they take on the money-transfer and payments industries, the economics of which computer networking has yet to transform

2022-05-25
The hangover matches the binge. Trees don't grow to the skies, rain falls down. It's the way of the world. Makers keep making, builders keep building. https://twitter.com/... https://twitter.com/...
2022-05-25 View on X
Moneycontrol

Indian startups are resorting to layoffs, hiring freezes, shutting down non-core verticals, and rationalizing ad spends as a two-year funding spree slows down

Moneycontrol : Tweets: @avlesh , @subramanya_sv , @derzuschauer7 , @adadithya , @nicks103 , @k_p_ganesh , @_prashantnair , @chandrarsrikant , @rmantri , @chandrarsrikant , @aaravm...

2021-09-12
Even Apple knows the App Store's commercial terms will change. They are simply drawing out the inevitable to maximize their upside - as they should try to do. https://twitter.com/...
2021-09-12 View on X
The Verge

Court issues permanent injunction in Epic vs. Apple, ruling that Apple can't prohibit developers from linking to external purchase options in addition to IAP

The order opens up a new avenue for purchases on the iPhone  —  Judge Yvonne Gonzalez Rogers issued a permanent injunction …

2021-09-11
Even Apple knows the App Store's commercial terms will change. They are simply drawing out the inevitable to maximize their upside - as they should try to do. https://twitter.com/...
2021-09-11 View on X
The Verge

Court issues permanent injunction in Epic vs. Apple, ruling that Apple can't prohibit developers from linking to external purchase options in addition to IAP

A major win for Epic Games and Fortnite  —  Judge Yvonne Gonzalez-Rogers issued a permanent injunction in the Epic v. Apple case … Source: United States District Court .

2021-02-11
“We are giving you [Twitter] space to do business in India, not to run its democracy.” https://www.wsj.com/... Don't try to take the role of the Government @jack @vijaya
2021-02-11 View on X
TechCrunch

Twitter says it has suspended 500+ accounts in India for violating rules but has not taken any action on accounts of journalists, activists, and politicians

Twitter said on Wednesday it has taken actions on more than 500 accounts and reduced visibility of some hashtags in India …

2020-11-04
Peter Thiel said it many years ago - investing in Alibaba and companies like it is kissing the CCP's ring. https://twitter.com/...
2020-11-04 View on X
Bloomberg

Sources: China says Ant Group can't proceed with IPOs until it complies with new capital requirements and reapplies for licenses to operate nationwide

- Listing of Jack Ma's fintech giant was halted on Tuesday  — Ma criticized regulators for stifling innovation last month

Peter Thiel said it many years ago - investing in Alibaba and companies like it is kissing the CCP's ring. https://twitter.com/...
2020-11-04 View on X
New York Times

Ant Group says its IPO has been suspended in both Shanghai and Hong Kong, after Chinese regulators summoned Jack Ma and other executives of the company

China Suspends Jack Ma's Ant Group Shanghai IPO After Warning https://www.bloomberg.com/... Subrahmanyam Kvj / @sub8u : “Ant has faced scrutiny in Chinese state media in recent day...

2020-11-02
As Covid-19 Closes U.S. Classrooms, US Families Turn to India for Homework Help - 'one-on-one attention and it's affordable' https://www.wsj.com/... Early days for what will be a tsunami of trade in local consumer services - ‘nontradables’ will become routinely traded
2020-11-02 View on X
Wall Street Journal

Online study company Chegg says its subscribers grew 69% YoY to 3.7M in the last quarter, as many parents from the US turn to online tutors, many from India

helping students work through difficult homework questions—depends on thousands of freelancers, largely from India, to do the answering. It added thousands more in recent months to...

2020-09-19
Make In India and Sell In India, ! https://twitter.com/... https://twitter.com/...
2020-09-19 View on X
9to5Mac

Apple says it will open its online store in India on September 23

Michael Steeber / 9to5Mac :

2020-09-18
Make In India and Sell In India, ! https://twitter.com/... https://twitter.com/...
2020-09-18 View on X
9to5Mac

Apple says it will open its online store in India on September 23

Apple announced today that it plans to open its online store in India on September 23.  The expansion will bring direct sales and an improved shopping experience to customers in th...

2020-08-27
Let cheaper brands take volume share. Apple will retain value / profit share - just like it does for smartphones and PCs. https://twitter.com/...
2020-08-27 View on X
Bloomberg

Counterpoint: Apple's AirPods are expected to sell 82M pairs this year, but their worldwide market share of true wireless earphones will drop from ~50% to 35%

- AirPods maker is projected to sell 82 million pairs this year  — Wider market growing even faster, driven by cheaper models