I posted a series of X replies and a longer statement on 18‑19 October 2026 about AI market dynamics, macro‑economic shifts, and specific corporate actions affecting India and the broader tech sector.
Yes!! Huge and underrated change
Blackstone COO was here and announced their $100B investment target in India
Fairfax bought 60% of IDBI for $5.6B
People short India should ask themselves if we are growing at 8% with oil at $100 and two global wars, what will India do when the macro turns.
I highlighted several concrete signals: Blackstone’s $100 B target, Fairfax’s $5.6 B purchase of a 60 % stake in IDBI, India’s 8 % growth despite oil at $100 and two global wars, and stress signals in the AI sector such as CoreWeave debt spikes and Anthropic’s ARR deviation.