Balaji

Come to Singapore on October 3. ns.com/conference2025

Varun Mohan and the team at Windsurf built something great. What I heard is every founding engineer (over 40 of them) cleared 7 figures. The remaining org of 200 was only 15 engineers who had worked there less than a year, the rest were sales and ops, and even then they left…

China/US ratio of 4 by 2030 looks about right given trends if not is slightly understated. But Indian manufacturing will be in real terms comparable to the US's by 2030. A ratio of 11%/3% far underestimates the scale of Indian manufacturing even today. Looking at physical data…