05/06/2026
A open note on twitter by a young mind, hopefully Ministry of Electronics & Information Technology, Government of India does due dilligence on the shortfall; institutions like Tata Group , Mahindra Group , Infosys, RPG Group do introspect their SCI capabilities & collaborate with premier acadmeic & research institutions like IIT Madras , IIT Bombay IIT Kharagpur steered & chaired by PMO India
---
๐ซ Why India Won't Build an NVIDIA
The Real Roadblock: Itโs not a lack of talentโitโs an institutional system that punishes long-term R&D. ๐
The Reality: High inflation, high nominal rates, weak IP enforcement, and slow courts make patient capital irrational. ๐
๐ Key Pointers & Insights
๐ฌ The R&D Gap: NVIDIA reinvests 10% of its revenue into R&D. Meanwhile, Indian listed firms average just 0.85%โwith many sitting at zero.
๐ธ The Core Problem: India's monetary regime heavily favors short-term consumption over long-term, compounding R&D bets.
๐ Different Universes: The Silicon Valley ecosystem and India operate on entirely different economic planes.
๐ ๏ธ Requirements for Change
๐ Lower Rates: Transitioning to a low-rate environment to encourage long-horizon bets.
โ๏ธ Stronger Institutions: Building functional IP protection and faster court systems.
๐ Policy Stability: Creating a predictable regulatory framework so patient capital can thrive.
---
Courtesy
https://x.com/i/status/2062535073900208463
---
Also tagging Leads India
