Agravaani Research

BlackBerry's Silent Renaissance: From Iconic Handsets to the Invisible Backbone of Modern Security Now, a comeback a decade and a half in the making is paying off as the company posted a positive cash position — a key metric that signals financial stability — in its first quarter this year. That is something it has not achieved at the start of any fiscal year since 2017. The recovery has been driven by an operating system for cars called QNX and Secusmart, an encryption software used by governments and some of the world's major banks. While the platforms are less visible than the phones that once defined BlackBerry, they have become almost as ubiquitous. Who all remembers BlackBerry? https://www.ft.com/content/a026e094-7017-4ff8-8344-213573e973ed #BlackBerry #QNX #Secusmart #TechRevival #CyberSecurity #AutomotiveTech 🤔 Can you recall the last time you used a physical BlackBerry keyboard, and does its shift to invisible infrastructure surprise you? 🚗 How do you think QNX's dominance in the automotive world will shape the future of self-driving vehicles? 🔐 With Secusmart protecting major banks, do you feel more secure about your digital assets, or is the lack of visibility concerning? Join the conversation here: https://t.me/+iur1O4Uyhik1MDJl

Artificial intelligence (AI) in drug discovery has attracted increasing interest over the past decade. It is now time for a critical review of progress in the field: where did we advance — and where are we yet to see impact — when it comes to what matters in drug discovery, which is to deliver safer and more efficacious medicines to patients faster? Although a wide variety of AI methods have been developed, applied and benchmarked, evidence of their clinically relevant impact is, so far, disappointingly limited. In this Perspective we discuss potential reasons, including an insufficient focus on clinical translation during model development, difficulties with applying AI algorithms on conditional life science data, and insufficient problem definitions and the resulting underspecification of computational models for real-world use cases. ‘Technology push’ compared with ‘science pull’ is also likely to be an underlying factor, as well as the substantial time required to operationalize technical capabilities into systems that are sufficiently scaled and accessible for users. We provide recommendations for the development of AI in drug discovery with the aim of increasing its translational relevance. For example, benchmarking studies of AI tools in drug discovery need to move on from model validation and instead focus on their ability to improve decision making. This is an important paper and is strictly for those who are interested. I hvae just "eye-balled" this paper and it appears good. This isn't about failings as much as it is about potential. I am sharing this here- may help anyone (who knows?) to share it with someone in the field or have a different perspective or work on improving the access? Knowledge is power, indeed. https://www.nature.com/articles/s41573-026-01496-2 Please share if you find this useful.

https://fxtwitter.com/telegram/status/2088883456143134909?s=20

https://elizabethtai.com/2026/08/16/my-article-was-no-1-on-hacker-news/ She writes with all her heart here and I agree with her increasingly now. I had covered one of her links earlier. Getting organic traffic to your own website is next to impossible. Its the AI scrapers that hang around like a dog sniffing a butt.

Vande Mataram Full Meaning. Companion video: https://t.me/agravaani/927

https://t.me/agravaani/928 I have attached the complete meaning in the PDF from the above link. Please share the video far and wide. This has the complete National Song sung beautifully by Aruna Sairam Ji.

https://www.youtube.com/watch?v=4ey0N2SjYzs As again, a MUST listen!!! Wait till the end- thats what Bhau mentions. He can do this degree of political analysis because he's not a political science student. Boom. Honestly, that kind of a "specialisation" dulls your senses.

https://fxtwitter.com/sanjeevsanyal/status/2088119404093739169

I am not linking to the YouTube video but mention which mainstream media has covered the massive beautification of Ma Yamuna Ji? This person goes on ground, wades through the existing garbage, highlights the clean up and then returns to the spot after it has been cleaned up. There's clear before and after picture. Can you imagine NDTV or AajTak doing the same? Which impacts more- Rahul Gandhi's antics or this persons ground reporting and a permanent change that would impact the generations to come?

The curious case of Palki. I have no idea who's behind IGR (or their investors). But they have taken a big leap of faith on one trick pony. While the mainstream media channels bleed from lack of profit- the "star" anchors have their own massive YouTube channels now. I am not her fan. What I do know of is that IGR is independently run with some "research team" that's trying to pull out cuckoos from the hat. There is a LOT of scope for improvement there. Aadi, for example, from Def Talks, is sometimes able to bring out far better perspectives. Sometimes his news compendium is better than any other. I am going on record saying this. Bhau Torsekar, a veteran journalist, has far better political wisdom than most of the mainstream commentators. Omkar Chaudhary Ji has one of the best insights into Western UP political scene, for example. This is something that IGR will never be able to capture, despite the glitzy broadcast quality stuff. Yes, they have better cameras, better mics and very photogenic anchor. Thats where their asymmetric advantage ends. Why would Palki jump into the unknown? Who knows? The familiar format of calling "celebrity guests" wont lend them the air of credibility- not unless they want to break the mould. I was initially circumspect about the impact on the audiences for existing YouTube channel owners. But then I soon realised- IGR and others carry a legacy baggage and an intellectual corpse. They may be able to pull some traction but are setting themselves for failure.

There was a big stranglehold of the big 4 on the "policy". I wont get into details but Aadi has covered it very well I interacted with one of the "directors" a little while back. It was fun to lock horns intellectually but then I soon realised that the big 4 have started getting drunk on their own kool-aid. Their only strength was putting out hot gas from places where sun doesn't shine. Thats it. I am not being dismissive but AI has started levelling the field drastically. The only strength they had earlier was an access to public datasets and people who could spin out details from those numbers. Now? I have the access to the same spreadsheets and I will analyse it without malice. Even if I have no grounding in mathematics, excel, political science or anything- why do I need that? I can use my common sense, isn't it? This post is about "levelling the field". If the idea around policy is to bring a change, the best staffed policy makers haven't been able to implement it. I also remember interacting with someone from International School of Business (ISB) who was very happily proving to me that I don't have "research experience". 😀 From what I know, I have started off with a parallel Think-Tank in addition to my primary career. Thats why now the "seasoned experts" sound like a bunch of idiots. Seriously. Social media has levelled this to a large extent. Aadi rightly mentions about being the alternate media which doesn't have strings attached. Mainstream Media doesn't have the bandwidth nor the ideas to present anything. I was reading up one of the "Expert" on Saudi-Turkey-Pakistan pact. It doesn't even merit discussion but that's only some kind of signalling. Any geopolitical commentator, worth his salt, would clearly know and understand that Pakistan as a sovereign state doesn't exist. So the pact was with whom and which entity? Yet, sadly they remain colonised and have an iron grip on the mainstream media. This is clearly the line of the editors who need to change with changing times. Is it, why they wonder, no one's reading the newspapers now? Readers have lost the trust. This change is stronger than the institutional backbone that they are relying upon. The same backbone has now become scoliotic. It took Ankit Shah on YouTube to challenge the conventional thinking on geopolitics which was the purview of the ones with "Defence Studies". The experts then sounded completely hollow because they couldn't place the financial markets reading with the infrastructure on ground. Poor chaps only understand a military posture stuck in the 1940s or perhaps the "cold-war" vintage. These have gagged and choked up the free flowing of ideas. I am not saying that whatever I write on this channel comes without attribution. These are my personal opinions and geopolitics comes with only shades of grey. But unencumbered by the "qualifications", we can see the grey. I see a civilisational roadmap and I see a massive reform heading up for the bureaucracy. They will of course create a lot of dust and screeching, but the elimination of big4 from the annals of the government will open up a range of possibilities for those grounded up for Bharat. This will open up the possibility to expand the "capability" (i.e. the depth of execution) where specialist roles can then be allocated but with the generalist background. Why do you think I write about "geopolitics" (if at all)- think again. Finding a cohesive story in disparate patterns will hold you in good stead.

THE RED FORT REPORT CARD Thirteen Independence Day addresses, 2014–2026. Every major promise, graded. Sort thirteen years of Red Fort commitments not by sector and not by year, but by what class of problem each one sets itself — and the grades stop looking random. Distribution problems. Deliver a standardised unit to every household: an account, a toilet, a gas connection, a tap, a health card. Countable. Saturable. They terminate. You can finish. Capability problems. Build a capacity that did not exist: manufacturing depth, human spaceflight, chip fabrication, a skill that converts to a wage. No terminus, and dependent on actors the state does not control. Every A in this document is a distribution or institutional commitment. Not one capability commitment in thirteen years has scored an A. The Indian state has become genuinely world-class at the first class of problem. Jan Dhan is the proof — and the proof is not a PIB release, it is the Reserve Bank reporting four-fifths of those accounts operative. Twelve crore tap connections in five years is a pace no comparable polity has matched. It has not demonstrated the same competence at the second. Manufacturing's share of GDP has not moved in a decade. Chips are packaged in India from wafers fabricated elsewhere. And this morning, from the same ramparts, the agenda became almost entirely the second class of problem. *Sapta Dhara* contains, on this reading, not one distribution promise. Nor does AI skilling for a crore of youth, or 100 GW of nuclear by 2047, or deep-sea extraction. The state is moving from the class of problem it has proved it can solve to the class it has not. The first phase built the rails. The second has to build what runs on them. Ujjwala is the hinge. Distributing 10 crore connections — solved, at historic scale. Getting refills from 3.21 a year to the ten a rural kitchen needs — still open, because that turns on income and logistics, not on a connection drive. The average is 4.47. The connection was the easy half, and it was the half that got counted. How it was built. A two-source rule, applied to every row. The government's claim on one side; a CAG audit, an NSO survey, RBI data, PRS, or a parliamentary committee on the other. No independent check, no grade — ten rows sit ungraded and marked, rather than scored on official data alone. The annual scorecard genre does not do this. Not because the adversarial reporting doesn't exist — it does, and this document leans on it heavily — but because nobody sits down and cross-references it systematically across thirteen years of speeches. The material was lying there in audits and committee reports the whole time. 38 pages. Built for the phone.

The curious case of Reliance's announcement with Rolls Royce for the aero-engines- RR is an "also-ran" while Reliance has no defence expertise. Reliance Defence was with Anil and I think they owned Pipav Ship Building but ran the operation aground. RR hasn't been able to make any significant progress in "propulsion" and the era of British Fighter jets being "invincible" has long passed over. They had their moments in WW2 when the stolen wealth from Bharat helped them sustain the "war effort" and plunder (what else the white man can do?) Plus, they whine a lot. A LOT. They were all over the defence forums with blanket coverage of the defence "periodicals" etc. Reliance has massive inroads in the Government machinery. That itself should be a tell. The press release was from London. Again a curious mix and released on 14th August. There were rumours that Modi Ji might make a statement on the Kaveri engines. There was none. Whatever may be the reason, the RR route for the engines is risky- it is a private conglomerate and not the State-labs route that Safran has chosen (GTRE/HAL). Your opinion may be divided but the complex technologies SHOULD remain in the public domain. This is the MOST sensible way forward. There are ways to turn around the public companies and there are several examples now. I would have taken the news more seriously had Reliance invested something substantial in the ground work for the aero-engines. I dont remember the Reliance Siblings making any announcement from their annual general meeting.

https://t.me/+3bTCv4Hu4dQwYWVl This is the new expanded format that I have added in Dr Ankit Shah's Analysis Channel which I am running separately. To be honest, I had initially used a bot to fetch the links from Twitter. The bot was giving several issues. Grok made it easier to scan anyone's X posts (which are public). Gradually, through various iterations, I realised that it was feasible to read up what Ankit's been writing about but the most important is the external corroboration and how does it align with the Bharat';s Statecraft principles. The link is paid, for obvious reasons. This isn't my source of income. But this will make you appreciate the hard work and the efforts it takes to tweak the system to get the best output. Links parse in Telegram natively now. Everything in one place. Join now. There's no independence day offer either. 😀

**RAJAMANDALA SUCHANA** | @ankitatIIMA | 14 Aug 2026 09:52 IST – 15 Aug 2026 09:52 IST **Bottom Line** Department of Expenditure OM of 22 July 2026 recalibrates consultancy procurement criteria to dismantle barriers that favoured global Big-4 firms, advancing five-year capacity-building for indigenous consulting houses. Character: Indigenisation | Capability Highlight | Analytical Assessment **Primary Signal** Link: https://fxtwitter.com/ankitatIIMA/status/2088174192701116673 Posted: 14 Aug 2026, 13:31:38 IST Engagement: ❤️ 1236 · ↻ 299 · 💬 23 · 🔖 119 · 👁 42966 Character: Indigenisation, Capability Highlight, Analytical Assessment 💥HUGE: An Office Memorandum dated 22nd July, 2026 from Bharat’s Department of Expenditure advises Central Government entities on setting proper qualification and evaluation criteria for consultancy service procurements to avoid restricting competition. SHOCKING allegations has rocked the Government entities questioning the handling of the allocation of Consulting Assignments in the West in the last 2 years. United States Deloitte (2025): Agreed to a $34 million settlement with investors over claims related to its audits of Scana (South Carolina utility) and the failed VC Summer nuclear project. United Kingdom EY (2025–2026): Multiple Financial Reporting Council (FRC) investigations and sanctions. These included an inquiry into the Shell audit after the firm admitted a senior partner had led it beyond independence/rotation limits (partner rotation breach). Separate fine of nearly £1.2 million (plus partner fine/reprimand) over 2021 audit failures. · Deloitte (2025): FRC investigation into audits of Glencore (and a subsidiary) for 2013–2020, focusing on whether sufficient consideration was given to risks of non-compliance with laws/regulations amid the group’s prior bribery and market manipulation issues Australia · KPMG (2026) - Whistleblower allegations that staff misused confidential client information (e.g., Lendlease board papers stored and used to pitch for/win audits or work from Dexus, Westpac, and others; also issues involving Telstra, Macquarie, and later Optus data shared internally). The firm admitted it failed to investigate the complaints with necessary rigour. Multiple senior resignations (Australia CEO Andrew Yates, audit leader Julian McPherson, chair Martin Sheppard, and implicated partners). ASIC launched a formal investigation into partners and broader audit conduct. · EY (2026): Two junior employees (graduates on secondment at Commonwealth Bank) allegedly accessed the personal banking details of Prime Minister Anthony Albanese (and at least one senior EY partner). They were sacked; criminal charges followed. · Deloitte (2025): Partially refunded the Australian government after a report prepared for the Department of Employment and Workplace Relations (related to a welfare compliance framework) was found to contain AI-generated fabrications, including fake citations, phantom footnotes, and a made-up court quote. Academics identified the issues. Netherlands Deloitte, PwC, and EY (2025): PCAOB fined the Dutch affiliates a total of $8.5 million for widespread improper answer-sharing on mandatory internal training/exams (involving hundreds of personnel, including partners, over ~2018–2022). Deloitte Accountants B.V. and PricewaterhouseCoopers Accountants N.V. each paid $3 million; EY Accountants B.V. paid $2.5 million. Firms censured; required to improve quality controls. Dutch AFM placed them under intensive supervision. (KPMG had faced related earlier action.) 💥This Circular comes after 5 years of consistent efforts on capacity building for indigenisation of consulting sector after the mention of the need for Bharat’s own Big Consulting firms serving the World by the Honorable PM Narendra Modi. (Follow-on posts in thread detail GeM sample-study findings on excessive turnover, firm-experience overweighting, and inflated payroll criteria, plus precise evaluation weightages from the 2025 Manual.) **Context & Continuity** - Continues multi-year advocacy for domestic consulting capacity as strategic necessity, consistent with earlier posts on foreign-firm sovereignty violations and blacklisting. - Explicitly anchors to PM’s call for Bharat’s own global-scale consulting houses and five years of subsequent policy work. - Links Western scandals (AI fabrications, data misuse, independence breaches) to the urgency of reducing dependence on the same entities for Indian public contracts. **External Corroboration** 1. Department of Expenditure – Official OM No. 1/3/2026-PPD dated 22.07.2026 reiterating Manual provisions to prevent restrictive criteria https://doe.gov.in/circulars/advisory-regarding-prescription-qualification-and-evaluation-criteria-procurement 2. The Hindu Business Line – Finance Ministry advises against high turnover and payroll criteria in GeM consultancy tenders (14 Aug 2026) https://www.thehindubusinessline.com/economy/finmin-asks-govt-entities-against-setting-high-turnover-payroll-criteria-in-gem-consultancy-tenders/article71345232.ece 3. StaffNews – Full text of the DoE advisory on qualification and evaluation criteria for consultancy services https://www.staffnews.in/2026/07/procurement-of-consultancy-services-advisory-by-doe-om.html **Strategic Assessment** The memorandum is a calibrated exercise of internal statecraft that strengthens the economic and intellectual limbs of the polity. By lowering artificial barriers that had concentrated contracts among a handful of foreign-origin firms, it expands the pool of capable domestic actors and reduces structural dependence on entities whose recent conduct abroad has repeatedly demonstrated conflicts of interest, data risks and quality failures. This is not mere procedural housekeeping. High turnover multipliers and inflated payroll thresholds had functioned as de-facto gatekeeping, channeling sensitive policy, infrastructure and governance work to the same global houses now facing sanctions and settlements in multiple jurisdictions. Preferring methodology, key personnel competence and knowledge transfer over pure firm size realigns incentives toward substantive capability rather than inherited scale. In the broader circle of states, reducing reliance on external advisory networks limits vectors through which foreign commercial and intelligence interests can shape domestic priorities. It simultaneously builds the institutional depth required for a polity that aspires to generate, not merely consume, high-value knowledge services. The five-year continuum from the Prime Minister’s articulation of the need for Indian global consulting houses to this operational circular demonstrates patient, multi-instrument state action rather than episodic signalling. Execution will determine outcomes: if procuring entities treat the advisory as optional, the old patterns will reassert; if enforced with the same seriousness as other Atmanirbhar measures, the consulting sector can begin to mirror the trajectory already visible in defence production and critical technologies. **Actionable Watch Points** - Track actual GeM tender language post-OM for residual high-turnover or staff-strength clauses. - Monitor formation or scaling of multi-disciplinary Indian partnerships positioned for higher-value public mandates. - Watch for any follow-on DoE or PMO guidance on preference margins or national-only shortlists for sensitive domains. - Observe whether Western firms facing ongoing probes adjust India-market behaviour or face formal blacklisting pressure.

Reliance Industries and 🇬🇧 Rolls-Royce announce strategic intent to partner and develop India's indigenous combat engine for the Advanced Medium Combat Aircraft (AMCA) programme #Defense