Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

"We need to electrify and in fact power demand has to accelerate for us to be energy self-sufficient we don't have oil we don't have gas what we have is coal right and lots of sunshine right" - Nikhil Nigania [00:03:57]

"Our transmission network is better than US which many people find surprising but it is still lagging renewable capacity…