Thursday, January 30, 2025

Crucial, critical and cutting-edge.

"Till the other day, there were differences in India over whether the country should try to build its own AI foundation models." "With China's DeepSeek now training a frontier AI model with seemingly only $5.6 million and a modest inventory of graphic processors, the argument against an Indic foundation model will likely weaken." TOI. Why can't India produce its own DeepSeek? According to Zerodha Founder and CEO Nithin Kamath, "India suffers from a culture of short-termism, where challenges are often addressed with patchwork solutions rather than long-term strategies." "Additionally, India does not provide an adequate environment for researchers." Research "takes time and sustained investment, noting that China spent over two decades systematically building its own AI and scientific capabilities." ET. In a knee-jerk reaction, "As Chinese startups continue to storm the world of AI, India...raised its game by launching the National Critical Mineral Mission with a plan to invest Rs 343 billion - about $4 billion - in the next six years for securing a long-term sustainable supply chain of crucial natural resources needed for its semi-conductor and cutting-edge tech dreams." TOI. Critical minerals and cutting-edge tech, all for just $4 billion in six years.  A miracle like wine from water (Bible). For perspective, in 2023, Alphabet earned $282.84 billion, Microsoft $198.27 billion, Alibaba $130.35 billion and Huawei $95.49 billion. wikipedia. Cutting edge needs vast amounts of electricity. Microsoft is spending $1.6 billion to restart "the decommissioned nuclear reactor at Three Mile Island", Google is "to fund the construction of up to seven small nuclear modular reactors (SMRs)" and Amazon is planning three SMRs. Tech Target. India prides itself on "The number of global capability centers (GCCs) set up in India has increased to 1,700 in the fiscal year ending March 2024, generating $64.6 billion in export revenue and employing 1.9 million people." "Given the exponential growth of AI and its potential to impact all products and services, GCCs in India are increasingly focused on building AI capabilities and driving the AI transformation for their internal enterprise." ET. The intellectual property rights of AI research will be owned by the foreign head offices of the GCCs. Since the prime attraction of India is the abundant availability of software engineers at cheaper rates, this could be an upmarket version of the cyber-coolies of the business process outsourcing (BPO) and call center era. rediff.com. Thus, GCCs are essentially export of manpower within India while the lucky few with H1B visas travel to the US for short-term contracts. India gets 72% of the coveted H1B visas. BBC. Since the "culture of short-termism" cannot produce excellence which can be exported, "One of the issues being discussed is to position India as a manpower supplier to the world at a time when the country has a young population, while Europe, Japan and several other economies grapple with an ageing population." TOI. Put photos, education and experience online and let foreign companies bid for Indians. Sell as goods to provide services. Two in one. Genius. 

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