Portfolio snapshot -

Long - $ADYEY $CFLT $CRWD $DDOG $GLBE $GTLB $LILM $MBLY $MELI $NET $NU $ONON $S $SNOW $SOFI $TOST $TSLA $ZI $ZS #ZB_F

Short - #ES_F #NQ_F

The above names have already declined 70-90% and I'm scaling in.

Index shorts + long #ZB_F are recession hedges.

X : Our executive team is concerned that we need to up our game in order to out innovate Amazon.
Me : Do you map?
X : Yes
Me : Like this?
X : No. What's that?
Me : A map of a tea shop.

X : Why is that a map?
Me : Long story, all to do with how space has meaning. To keep it short, maps help people to focus on user needs, the components involved, to communicate missing components and scenario play ideas like staff becoming robots.

Me : They’re also good for measuring and managing capital flow, making investment decisions, removing bias and getting rid of duplication.
X : I don’t see how that helps with innovation?

Me : Well, innovation is a tricky word because we use it to describe many things. If you’re talking about differentiation with the adjacent unexplored then you’re experimenting in the “uncharted” space e.g. immortality with magic provided by the special custom built kettle.

X : That sounds like nonsense.
Me : A lot of what people think will be the next great innovation is nonsense. Actually, most of it is. That’s the nature of the uncharted space, it’s experimental, high risk and generally results in failure.
X : We need more reliable innovation.

This day was inevitable. Indian Muslims always lived in La La Land. They bad mouthed real well wishers & slept with the enemy who never considered them as part of them. In Gulf, Indian Muslims were busy with Javed Akhtar & Sonu Nigam. Never interacted with South Asian diaspora

Now when Indian Muslims are thrown to wolves it’s Pakistani & Bangladeshi Muslims with whom they kept distance are the only ones feeling their pain. None of the people who they invited for Eid Milan. Qawali & Mushaira are there for them. Such people invoke wrath upon themselves

Indian Muslims never spoke for Kashmiri Muslims. Distancing from separatist was understandable but we never even bothered to highlight their human rights violation & rapes carried out by forces. We could have sent them humanitarian help we didn’t. Our silence made us complicit.

When Sania Mirza married Shoaib Malik it was something legal. A Muslim married another Muslim. Entire Hindutva media went after her. They launched a witch-hunt for months. No Indian Muslim stood by her. All were silent. Now days come when Muslims are arrested for marrying a Hindu

Indian Muslims particularly the elite downplayed communalism in India by saying it will pass or Hindu majority is good. Fringe are bad. They misguiding others. Muslims were always others. Indians were happy to see Muslims sing & dance & eat their food but never considered as own

Ｇａｕ Ｍａｔａ Ｉｎ Ｖｅｄｉｃ
Ｃｕｌｔｕｒｅ

It is said that the one who bears the dust thrown from the hoof of Gaumata on his head, as if taking a bath in the water of the teerth sthalam and getting rid of all sins.

Ved and all other Hindu scriptures venerate the cow. The Vedic dictionary, Nighantu, gives amongst other synonyms of 'Gau' [ or cow] the words 'Aghnya', 'Ahi', and 'Aditi'.

Yaska the vedic decoder and commentator on Nighantu, defines these as-

Aghnya —— the one that ought not to be killed
Ahi —— the one that must not be slaughtered.
Aditi —— the one that ought not to be cut into pieces.

These three names of cow signify that this is an animal which should not to be put to tortures. These words appear frequently throughout the Veda in context of the cow.

But in due course the falsehood of killing cows spread far and wide and they became even more deep rooted when western scholars with their half baked knowledge of Sanskrit transliterated these interpretations of commentaries of Sayanacharya ,

Some thoughts on episode 54 of #Hercai

If you ever cross the distance and come to me, come with love that blooms in your heart.
~ Şems-i Tebrizi

#Reyyan #Miran #ReyMir #EbruŞahin #AkınAkınözü
#HercaiThoughts

1
I have to make a note before writing about this episode. I was the person (still am) who thinks that bringing back D. was a bad idea. I repeat it that for me the writing of S1 and S2 is like tossed into the bin with that plot evolution, but they had to invent something+
#Hercai

2
+ to be able to continue to prolong the general story after Aslan’s story did not work out. All the suffering of M., all the crying seems for “nothing” for two seasons and we viewers are also kind of fed up in seeing him cry all the time when with the upcoming episodes+
#Hercai

3
+he is justified the most to cry. With her resurrection now the attention shifts back to Miran’s storyline and I don’t know if I like this to be honest. This said, Dilsha is here and we have to deal with her.
#Hercai

4
So, my comments are going to be how I find they wrote her into the story, the details we get to know, the flashbacks we get to see, the way it was filmed and directed, with leaving out if I agree on it or not but describing along the way what I saw.
#Hercai

One thing that goes unremarked about Wikipedia: the vast majority of the content was written over 12 years ago—which means (given turnover) that the editors dominant today were not directly involved in that creation.

Put another way, the editors who built the dominant nodes in this network...

...have little overlap with the ones who made this much more recent managerial flowchart.

Internet time runs at hundred-fold speed—the difference between the people who painted what's in the Uffizi, and the people in charge of keeping those paintings from deteriorating. Very different tasks, and (one presumes) very personalities as well. @PaulSkallas?