Exploring tech, startups, and business, one thoughtful thread at a time. Not a financial advisor.
India
Joined January 2024
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The party brand that forgot to pay the tab. 🍺
Bira 91’s crash isn’t just news it’s a masterclass in hype, hustle, and hard lessons.
Thread drops soon. Grab your pint this one hits strong.
#Bira91 #Business #StartupIndia #CaseStudy
India’s craft‐beer darling is in trouble.
Bira 91 plans to sell a non‐core asset amid a liquidity crunch salaries unpaid, PF dues pending, production halted since July.
A proud brand. A tough moment.
#Bira91 #B9Beverages #BusinessNews #LiquorIndustry #India
AI hype cycles fade.
But when legal, tax & audit giants start deploying it that’s adoption, not buzz.
Thomson Reuters just proved: The real AI revolution is operational, not viral.
#AI #Business #Tech #FinTech #Innovation
4/
Why this matters:
Efficiency gains = real ROI
Error reduction in audits = trust
Professionals can scale output 10x
The future isn’t AI vs humans it’s AI with humans. 🤝
#AI #Business #Finance #Automation #Innovation
3/
This is a big signal: Enterprise AI is entering its next phase.
No hype, no chatbots just quiet intelligence built into tools that already run the world’s workflows. 🧠
#AI #FinTech #Innovation #Automation #Tech
2/
For years, professionals feared AI would replace them.
Now? It’s becoming their co-pilot.
Agentic AI handles the repetitive chaos letting humans focus on strategy, insight & judgment. ⚙️
#AI #Business #Automation #Productivity
AI just went corporate.
Thomson Reuters launches Agentic AI, automating tax, audit & accounting workflows.
The message is clear in AI isn’t replacing experts, it’s amplifying them.
Source: Thomson Reuters
#AI #Automation #FinTech #Innovation #Business
Pfizer / Metsera acquisition
Big Pharma swinging for the fences.
Pfizer just agreed to acquire Metsera for ~$4.9B to power up its obesity-drug pipeline.
It’s a bet that obesity becomes the next trillion-dollar therapeutic frontier.
#Pharma #Business #Innovation #ObesityDrug
Why it matters:
🇪🇺 Europe’s defense sector is becoming the new tech frontier.
💶 Billions in contracts = innovation, jobs, and autonomy.
Airbus isn’t just making jets it’s building security infrastructure.
This isn’t just hardware it’s strategy.
Post-Ukraine war, Europe’s realizing it can’t rely solely on NATO or imports.
Germany’s move signals a shift toward self-reliance, with Airbus leading the charge. #EuropeanUnion #Germany #airbus
Europe’s defense game just leveled up. 🪖
Germany approves a $3.47B military package with Airbus SE, including light combat helicopters.
Defense spending isn’t slowing it’s becoming Europe’s next growth story.
Source: Reuters
#Germany #Defense #Airbus #Geopolitics #NATO
Half a trillion dollars just evaporated from chipmakers.
Crash? Or correction?
Welcome to the great re-pricing of reality.
#AIMarket #Semiconductors #StockMarket #TechNews #Investing #Business #AI #MarketCorrection #Finance #Innovation
10/ Final Thought 💬
Every hype cycle burns bright, then balances out.
This might just be that moment.
The smart founders?
They’re not chasing the hype — they’re building quietly for the next wave. 🌊
Not a financial advisor. Just curious about how business really works.
9/ TL;DR — What’s happening right now 👇
⚠️ Burry shorted Nvidia & Palantir → $1B bearish bet
📉 Markets wobble → investors rethink AI valuations
🧠 Not a crash, but a reality check for the AI boom
We’re not in an AI collapse.
We’re in an AI cleanup.
#AI #Stocks #Investing
8/ The irony?
AI is real.
But hype moves faster than reality.
This correction could be healthy — forcing companies to:
Focus on product-market fit
Prove revenue, not just runway
Cut the AI buzzwords and build value
7/ Why this could shake tech long-term ⚙️
If Nvidia or Palantir stumble → ripple hits AI startups & chip suppliers.
Venture capital could tighten again.
Public market fear = slower funding & cautious innovation.
When the “AI gold rush” cools, only miners with real tools survive
6/ But — context matters 🧠
Burry’s $1B bet is not pure cash; it’s options exposure.
He could lose everything if the market doesn’t fall before expiry.
He’s making a timed bet, not calling total collapse.
Still — he’s signaling that valuations look fragile.
5/ The market correction we’re seeing could be the ripple effect.
Tech indices dipped.
Investors are suddenly cautious.
When a legendary bear like Burry moves — sentiment shifts.
Even whispers of an AI bubble can trigger profit-taking.
4/ Burry might be seeing what others are ignoring:
🚨 Sky-high valuations
🚨 Slowing AI demand growth
🚨 Hype outweighing actual adoption
🚨 Rising rates + tighter liquidity
Sound familiar?
Yeah it smells a bit like Dot-Com 2.0. 🫧