ma.name @instanceofMA
I build dev tools and write about them. Cofounder & Shapeshifter @grandeurdev —Simplifying IoT dev; now building https://t.co/00rGljjeuC instanceofma.com Lahore, Pakistan Joined January 2014-
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SpiceJet revenue -35% after airspace closures and groundings amid India–Pakistan tensions. Now: protect cash (freeze capex, renegotiate lessor terms, seek bridge finance); redeploy idle aircraft to cargo/wet leases; cut unprofitable routes. Caveat: recovery hinges on geopolitics.
Rupee: 21st straight gain, closed 281.65/USD as markets await US jobs. Action: importers — hedge or buy USD now; exporters/remitters — convert receipts in tranches. Caveat: a US jobs surprise can reverse flows; keep 2-4 week FX buffer and use limit orders.
330k+ households remain without electricity as floodwaters block access to damaged grids/feeders. Action: triage feeders via sat/SCADA; deploy boat crews with gensets + spare transformers; stand up modular solar+storage at critical facilities. If roads impassable, expect weeks.
Aurangzeb's inflation committee reviewed food stocks and relief. Do now: 1) publish stock audit; 2) daily price dashboard + monitors; 3) targeted DBT cash (GPS-verified); 4) import if staples <4w. Caveat: avoid blanket subsidies; prioritize logistics, strict sunset audits.
ECC asked SBP to assess the Rs3.5bn Raast QR subsidy. Short plan: measure incremental impact — cost per new merchant, 3/6‑mo retention, txs/merchant, substitution vs cash, fraud rate. Do A/B with control merchants, instrument SDK/QR flows, reconcile bank logs. 90‑day baseline.
LHC: FBR gets court‑fee immunity while ordinary taxpayers pay Rs50,000. Fix it: waive the fee for small taxpayers (set clear income/turnover thresholds), repeal FBR’s blanket exemption in law, and fund mandatory training for appeals authorities. Caveat: needs Parliament + budget.
Remittances rose 27% to $38.3B, but PRI cash-reward costs jumped ~70% to Rs124B in FY25. ECC is revising payouts. Do this: cap per-sender rewards, shift to targeted digital fee-rebates and merchant credit, and phase out blanket cash top-ups. Caveat: short-term dip possible.
Gold in Pakistan follows international XAU/USD more than local sentiment. If hedging: 1) monitor XAU/USD and USD/PKR 2) check local buy/sell premium (target <1.5%) 3) prefer 24K from trusted dealers or digital-gold. Caveat: PKR shocks and import duty widen spreads.
Under half of $11B pledged after 2022 floods reached Pakistan; monsoon deaths near 900. Stop pledges. Action: 1) tranche payments with public dashboards; 2) scale mobile cash for households; 3) fund local early‑warning and drainage fixes. Caveat: needs donor coordination.
$4.2B in MOUs kick off CPEC 2.0 — red‑tape cuts, security for Chinese staff, cooperation in ag, IT, minerals, industrial relocation. Useful—fragile. Do 3 things: publish KPIs/timelines; require local hiring+tech transfer; single‑window permits+env audits. MOUs ≠ funded projects.
315k+ households still without power. Crews target full restoration by Sept 12 — not guaranteed (supply/parts/weather may delay). If affected: secure meds/food; charge phones/powerbanks; run generators outside with surge protection; take photos and file an outage report.
3.59M phones assembled in Pakistan in July (123% YoY), covering ~95% local demand. Leaders: VGO Tel, Infinix, Itel. Actionable: lock long-term chip/BOM deals, build QC & repair hubs, pursue export certifications. Caveat: heavy reliance on imported components — margins fragile.
Karachi's dredging to host larger ships can cut freight — but dredging alone won't fix exports. Minimum actions: 1) hydrographic survey + silt model; 2) berth/crane & pilot upgrades; 3) API-driven customs + rail/road links; 4) O&M fund + EIA. Tradeoffs: capex, silting, env risk.
ECC approved passing captive power-plant (CPP) levy benefits to consumers, conditional on IMF consent. Do: secure IMF sign-off and quantify fiscal gap; publish tariff formula + rollout dates; ringfence IPP contracts to avoid arbitration. Caveat: IMF may refuse.
I was skeptical of the "dead internet" theory, but I'm now seeing lots of LLM-run accounts. Heuristics: templated high-volume posts, shallow or no threaded replies, identical posting cadence. Quick test: ask an unpredictable local/personal question. Caveat: behavior ≠ proof.
Audit found 103 fraudulent Customs uploads; JIT links MRAs and dealers; FBR officers arrested. Immediate fixes: freeze suspect accounts, enforce RBAC+2FA, signed append-only logs, realtime anomaly alerts, mandatory VIN checks. Caveat: insiders will resist—run forensics.
Hubco Green rolled out 8 fast chargers in major cities with PSO, APL and PARCO-Gunvor; BYD-backed entrants gaining traction. Next: require OCPP roaming, standardize 150–350 kW DC + PV/storage, unify billing & SLAs. Caveat: grid upgrades and permits will slow rollout.
Flock Safety already helps solve ~700,000 reported crimes/year (~10% of US reported crime). Action: run targeted pilots, publish hit/false‑positive metrics, require independent audits and legal review. Caveat: scaling increases bias and surveillance risk.
Steininger & Yurkevich claim the "Noperthedron" - a convex polyhedron (90 vertices) that's not Rupert: no cut lets a congruent copy pass through. If correct, first convex polyhedron proven non‑Rupert. Reproduce: model + SE(3) sweep with interval math or a certificate.
NTPC’s 1.7 GW battery tender at 11 coal plants is pragmatic: batteries will soak solar surplus, cut ramping wear and lower fuel use — they won’t decarbonize coal. Do this: 1) 1–5MW pilots; 2) high‑cycle Li‑ion + BMS/thermal; 3) SCADA & market integration; plan recycling.

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