Hi, I’m Bhuvan.This is my commonplace book.

How much foreign investment did India attract?

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NVIDIA Nemotron 3 Diarization

NVIDIA Nemotron 3 Diarization is an open-weight, 100M-parameter model that ranks #1 on VoiceArena's Diarization-Bench leaderboard with a 14.72% Diarization Error Rate (DER). Supporting up to eight speakers across live and recorded conversations, it handles overlapping speech, chunked processing for flexible recording lengths, and customizable streaming latency

Galbraith’s Antidote to Economic Dogma

I react to what is necessary. I would like to eschew any formula. There are some things where the government is absolutely inevitable, which we cannot get along without comprehensive state action. But there are many things — producing consumer goods, producing a wide range of entertainment, producing a wide level of cultural activity — where the market system, which independent activity is also important, so I react…

Coding from my phone is absurd

I've been using Claude Code, and to a lesser extent Codex, from my phone, and it is genuinely game-changing. I'm very late to this, obviously. But this is really awesome. I just switch on my laptop, open a bunch of sessions, and then no matter where I am — at a coffee shop, out for a walk, whatever — I can quickly…

Mancur Olson on collective action

In his first book, The Logic of Collective Action: Public Goods and the Theory of Groups (1965), he theorized that what stimulates people to act in groups is incentive; members of large groups do not act in accordance with a common interest unless motivated by personal gain (economic, social, etc.). While small groups can act on shared objectives, large groups will not work towards shared objectives unless their individual…

How to value companies when you're a cokehead

Now, TAM is de rigueur in any venture capitalist’s slide deck or IPO prospectus. Its usefulness is another matter. Uber touted a $12.3tn TAM in its 2019 listing; its annual revenue today is less than $60bn. WeWork’s $3tn addressable market of office properties didn’t save it from bankruptcy. But for a company like Anthropic, TAM is as good a place as anywhere to start. Investors aren’t groping totally in the dark, thanks to…

We were sloppy we'll before AI

If AI is slop, then so are humans!