Rs 1.2m and Hard Tradeoffs: Money Calls I Had to Make

ஜனவரி 16, 2025

Story
4:00 PM

Google's people are among the most impressive I know; they come across as thoughtful and kind.

I'm not entirely sure.

It's not my decision, and I don't have the authority to direct anyone or call for antitrust actions to break up Google.

That situation is also disappointing to me.

I don't want to continue in a place of frustration about it.

Elon has criticized Sam and OpenAI, and some of that reflects concerns that OpenAI is becoming extremely valuable and influential.

Many are making plans based on forecasts, instincts, and strategic judgments — and those concerns are not without reason.

Tesla relies heavily on machine learning in its products.

But ████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████████.

OpenAI is widely seen as a leading organization because it has access to powerful computational resources and advanced models.

They operate large-scale computing systems and sophisticated AI models.

Alibaba or, more precisely, Aladdin at BlackRock, has been involved in algorithmic trading for many firms.

Aladdin at BlackRock has been used to support trading activities.

Sam is working with very powerful technology.

Already.

That dynamic helps explain why some figures across the political spectrum, like Vivek, Rubio, Nikki, Chris and Jeb Bush, have been vocal about tech and AI issues.

Many of them have been critical of Trump while also expressing concerns about emerging technologies.

Part of the motivation is concern about the influence of advanced AI systems.

A situation with a few billion in sales and a larger loss might be addressed by gaining market share from competitors, and by partnering with other major players, including Meta, where Sam has longstanding connections.

OpenAI could █████████████████████████████████████████████████████████████████████████████████████████████████████████████████████.

In principle, OpenAI could capture a significant portion of the search market if it chooses that route.

Ultimately, those are strategic choices for the company to make.

I offer this as my observation and advice.

However, Eric Schmidt publicly supported Obama, and some critics view certain actions against Donald Trump and his associates ██████████████████████████████████████████████████████████████████████████████████████████████.

Larry can't expect to remain neutral while ██████████████████████████████████████████████████████████████████████.

From my perspective, █████████████████████████████: a large organization surrounded by competitors and critics, and with trust challenges.

Relying on a single bargaining chip may not be sufficient; such assets can be contested or lose value in negotiations.

From what I observe, Eric █████████████████████████████ Larry, possibly connected to past leadership changes and strategic decisions such as Marissa Mayer's tenure.

He appears to hold significant influence based on relationships and reciprocity.

████████████████████████████████████████████████████████████████████████, even if Larry and Sergey are the company's principal founders.

There is ████████████████████████████████████████████████████████████████████████████ Larry for his success.

██████████████████████████████████████████████████████████████████████████████████

That dynamic can lead to ███████████████████████████████████████████████████████████████████████████████████████████████████████████.

If users move away from Google toward alternatives like X search, ChatGPT-driven search, or other search and advertising models, that could significantly reshape the market.

It would be difficult for Google to respond quickly to a complete and sustained migration of users.

Legal interpretations of copyright and related rules have become more flexible in practice.

At the same time, technology has made some older regulatory frameworks seem misaligned with current capabilities.

Some people argue that investigative journalism sometimes raises complex issues around privacy and the use of copyrighted material in reporting and criticism.

The broader context is that big platforms — Google, YouTube, Facebook and X — host millions of users who rely on fair use and sharing practices to distribute content.

That context makes it understandable why developers of AI models consider a wide range of publicly available materials for training purposes.

Google also has significant hardware and software assets, and it competes with companies like Nvidia, TSMC, and Apple in different areas.

The competitive environment is intense, and firms are pursuing a variety of strategies.

Some commentators argue that political developments could have major consequences for big tech; there have been public disputes involving prominent figures and firms.

██████████████████████████████████████████████████████████████████████████████████████████████████████

Search market share has been very high for Google, but some speculate it could decline through a series of competitive shifts and legal or regulatory changes.

10:30 AM

████████████████████████████████

███████████████████████████████████████████████████████████████████████████

█████████████████████████████████████████████████████████████████████████████████████████████████████████████████████

█████████████████████████████████████████████████████████████████████████████████████████████

████████████████████████████████████████, aiming to replace the existing public system they view as ineffective

If I were in their position, I would argue that we could perform better than the private sector

And yes, perhaps

However, it becomes problematic when that claim is inaccurate and public revenues or reserves are being reduced to cover inefficiency, waste, or shortcomings

I don't want thinking about them to spoil my mood

████████████████████████████████████████████████████████████████████████████████████████████████████

I would prefer they not remain involved

7:00 PM

I think ASIA SECURITIES will probably not reject it now, but they are likely discussing it internally.

I'm fairly open about these matters.

I got a call from the senior private banker in UK, and he quietly explained that they can't deal with Sri Lanka.

I was the one who told him about FCA.

████████████████████████████, which would explain the sudden response after weeks of silence.

I guess we are somewhat stuck for now, but we can proceed as soon as possible.

***

Lehara's friend Nadeesha appeared and ████████████████████████████████████████████████████, seeming excited.

She studied economics and political science at a university in Canada, most likely.

I don't know them, or Lehara's friends.

I told her about VoteLehan . com.

***

I'm planning what to do with Asia Securities.

I think Dumith is the person for the job or jobs I have in mind.

They often have an initial mixed reaction to Lehan that takes time to adjust to.

I understand I'm an acquired taste.

I think they could be the banker for my business next, as I see it.

I think Commercial Bank or Bank of Ceylon are two good options as well.

But as an MNC, they may have difficulty with deep-water activity.

Ajit's Blue Ocean is also a good option.

That guy's net worth has gone up to $100m or so with PickMe now.

But I suggest the discounted cash flow or net income multiples method.

Or something similar.

***

Let's try to stay calm.

I panicked, worrying my mom had died, because ████████████████████████████████████████████████████████████████████████████████████████████.

***

I am worried, but this is useful; I think we need to be concerned early, otherwise you may not have time.

You have to—

You rarely have time to react to sudden problems.

They can be very fast.

If you can spot an issue early, you have time to respond before it escalates.