Etc: Links for 20th December, 2019

  1. The coolest things that David Perell learnt in 2019. He has a paragraph on Twitter, from Bill Gurley, that I wholeheartedly agree with. Tempers run high on Twitter, true, but it is a magnificent learning tool for me.
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    “One of the examples is a famous New York City physician who was renowned for his ability to predict that patients would get typhoid. He predicted the sickness time and again. He would palpate their tounge (feel around their tongue) and predict, weeks before patients had a single symptom, over and over, and became famous, and as one of his colleagues said, he was a more productive carrier of typhoid than even Typhoid Mary because he was giving his patients Typhoid with his hands. In that case, the feedback he was receiving was reinforcing exactly the wrong lesson.”
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  2. Two articles that I got to read as a consequence of subscribing to Joanna Lobo’s Newsletter (if you are interested in writing, either as a hobby or a career, this is a newsletter worth subscribing to). The first is about the perils of comfort food…
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    “Every meal was meticulously pre-portioned and packaged for every individual. We never ate family-style, which was how I grew up eating, and how I learned that portion control is often not within your control: You are not just eating for yourself, and the choice to eat (and how much) often symbolizes love and affection more than physical nourishment. What is considered a “serving” when your chopsticks keep dipping back into shared plates and the diet app you use doesn’t even know what 鱼香茄子 (Chinese eggplant with garlic sauce) is? How can you not overeat when people were heaping dishes onto your plate without you asking? Is it rude to not finish that tofu someone offered you? What is fullness?”
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  3. “A Zomato spokesperson tells Open they are currently in the process of doing away with their food-reviewing levels. The titles have already been removed from the mobile app, the spokesperson says, and they will soon be removed from the website too. According to her, this has nothing to do with complaints about soliciting money, or restaurants and connoisseurs coming together to bump up an establishment’s ratings. “We are just coming up with a newer version, a new engagement tool for users,” the spokesperson says over the phone.”
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    A long read about gaming restaurant reviews.
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  4. Bourbaki’s influence is still alive and well. Now in “his” 80th year of research, in 2016 “he” published the 11th volume of the “Elements of Mathematics”. The Bourbaki group, with its ever-changing cast of members, still holds regular seminars at the University of Paris.
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    A lovely essay from the Madras Courier about Bourbaki, the “guy”.
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  5. Lots of links to work through in this video, but worth your time! Stats nerds only.

Tech: Links for 17th December, 2019

Five articles from The Ken today.

This is not, by any means, either an endorsement or a recommendation to subscribe to The Ken, neither do I have any contacts at this website. I have been a subscriber for a while now (though not yet a paying one), and I wanted to share a selection of their free articles to acquaint you with their write-ups, their business, and to familiarize you some alternative business models in the world of media.

  1. On the food delivery plastic problem (menace?) in India.
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    “Aggregators are stuck in an awkward spot between arbitrary regulations on plastic containers, and a partner network that, at best, is extremely heterogeneous in its attitude towards reducing plastic waste at source. The lack of suitable alternatives makes the job even harder. By Zomato’s own account, plastic waste from online food delivery adds almost 22,000 metric tonnes to India’s garbage pile every month, most of which, they admit, is dumped sans recycling.”
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  2. “The Indian grocery market is currently a $400-$500 billion market, according to Ankur Pahwa, head of e-commerce and consumer internet at advisory services firm EY. However, says Pahwa, the penetration of e-commerce in this space is just 0.5% at the moment because of the supply chain challenges involved. Despite this, Pahwa predicts the share of online groceries will double by 2021.”
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    Cracking the un-crackable: dealing with groceries and hyperlocal deliveries in India.
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  3. What’s bugging TrueCaller? No excerpts: read the whole thing! Also, yes, I have uninstalled the app after reading this.
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  4. “Tesla’s hardly the only one powering the shift to lithium. Battery-makers like Korea’s LG Chem, China’s BYD and CATL, as well as Japan’s Panasonic are doubling down on lithium-ion battery production to capture the world’s largest electric vehicle (EV) market in China.

With a mission to electrify 30% of its vehicles by 2025, what share does India have of this global, lucrative and largely Asian manufacturing pie?

Currently, zero.”
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On trying to understand why India doesn’t have a gigafactory yet – and might not in the near future, with a short concluding section on how to make the best of what is a bad situation.
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5. “Hotstar’s watershed moment came in May 2019, when it broke its own global record of 10.3 million concurrent viewers. 18.6 million watched the final game of the Indian Premier League (IPL) cricket tournament during the weekend of 11-12 May. It shattered the record again in July when 25.3 million tuned in to watch India take on New Zealand in the Cricket World Cup semi-final.

But its appeal isn’t just sports. Hotstar has given viewers major titles like Game of Thrones—which it said was its most popular show in 2019—and blockbuster films like Marvel’s Avengers: End Game.”
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On understanding Hotstar better.

Etc: Links for 27th September, 2019

  1. Inside the lives of food delivery riders.
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  2. “Michael Shermer, who advances the case for moral behaviour determined by science and reason in The Moral Arc, argues that the arc of our moral universe is expanding and over history, “we have been steadily—albeit at times haltingly—expanding the moral sphere to include more members of our species (and now even other species) as legitimate participants in the moral community.” ”
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    I look forward to this day. I have a six year old daughter.
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  3. Do you like bananas?
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  4. Speaking of which, I enjoyed listening to this podcast a couple of years ago. Vikram Doctor on bananas.
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  5. “Musk’s believers argue that the details of his ventures don’t matter: It’s the grand vision that counts. “The guy has a will to make stuff happen that is extraordinary,” says someone who worked closely with Musk. “He willed Tesla to happen. And in willing a reality into existence, he might not stick to the facts.” But in the case of SolarCity, Musk’s penchant for making promises he can’t deliver on turned out to matter a great deal—and could even pose a threat to his entire empire.”
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    An update on Mr. Musk and his endeavors.

Links for 15th April, 2019

  1. “But Bengaluru’s enthusiasm for pubbing as a well-established cultural and social activity pushes things along. Everyone meets over a beer—it is the new coffee. Work meetings are held over beer. Older millennials organize and participate in beer tastings and beer-and-food pairings. Co-working spaces like WeWork offer beer on tap. And most craft-beer lovers drink it not to get drunk, but for the taste and a mild high, as well as the social aspect of hanging out over a beer.”
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    I’ll be visiting Bangalore later on this week, and this couldn’t have come at a better time in Livemint! A long read, but informative in many ways about Bangalore and it’s modern drinking culture.
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  2. “Most people think that now is a terrible time to visit Iran. The renewed US sanctions on the country mean that popular travel websites like Expedia, Airbnb and Booking.com don’t work in Iran. International debit and credit cards can’t be used to make payments or withdraw money from ATMs. Most travel insurance policies don’t cover Iran. And social networks like Twitter and Facebook are technically banned.”
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    The rest of the article explains why, in fact, this is a pretty good time to visit Iran. Stunning photographs – Iran really does seem like it is worth a visit.
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  3. “Gradually, as the demand for Manbeasts increases, more Manbeasts will come forth. That’s supply and demand in action, and it’s a good thing. Manbeasts aren’t blind sloggers. They bring insane skill to the game, and it is glorious to watch. On top of everything else, Andre Russell is a bloody good batsman.”
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    Amit Varma explains T20 cricket using economics, at which he is rather good. Here’s the scary bit: Dre Russell is the start of the crazy hitting phenomenon, per Amit Varma. Read to find out why.
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  4. “Food delivery in India is creating an entirely new market; 70% of our regular users in Kolhapur had never tried food delivery in their life (even over a phone call), and Zomato was the first food delivery experience of their lives. All the marketing investment we made in FY19 will bear fruit in FY20 and beyond — when we realise the LTV (Lifetime Value) of the users that we have acquired.”
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    Zomato is a firm worth following for a variety of reasons: interesting business models, upfront communications, and Akshar Pathak does a great job too. But read the annual report for some fairly impressive statistics and trends about food in India.
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  5. “Great to hear! Check out this page: “Advice for Aspiring Astrophysicists” (and, if you’d like a shorter thread, this Storify). Basically you should learn a lot of math and physics and programming and communication skills, and, if at all possible, try to get involved in some kind of research. See the page for more tips. Good luck!”
    I, along with the rest of the planet, have been reading about astronomy for obvious reasons. This link was informal and informative – which is a very rare combination.