Anindya Ghose

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Anindya Ghose

Anindya Ghose

@aghose

Prof @NYUStern | Author @ "TAP", https://t.co/ml6TuvT7t5 | Consulting @compasslexecon | Author @“THRIVE”, https://t.co/NJK5dqJPzZ

Manhattan, New York Katılım Nisan 2009
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Anindya Ghose
Anindya Ghose@aghose·
Humbled and excited to receive the coveted AIS Fellow Award at ICIS 2022 in Denmark. This award recognizes individuals who have made outstanding global & local contributions to the Tech discipline in terms of Research, Teaching & Service. About the award:bit.ly/33utSPx
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Anindya Ghose
Anindya Ghose@aghose·
Highlight of the week? Signing copies of THRIVE as gifts for the incoming NYU Stern MS in Business Analytics and AI Class of 2027! Hard to believe that this is my 10th year running this program. So, I’m excited to share that the incoming MSBAi Class of 2027 will be 72 strong which is a significant jump from the previous cohorts and in fact shaping up to be the largest cohort we have ever had. A big thank you to the faculty and administrators whose teaching, mentoring, and steady support continue to shape and strengthen the program. Looking forward to meeting the new cohort next week. Let’s go!
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Anindya Ghose
Anindya Ghose@aghose·
It’s the reason I like to travel to Seattle often. Mt Rainier ( 14,410 feet) was the first mountain I climbed in the US. It is a majestic mountain in the backyard of the Pacific North West. That’s me on the summit. I recall it vividly as if it happened last week.
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Sheel Mohnot@pitdesi

I had the same reaction!! I interned at Amazon and my office had a killer view of Rainier. I didn't see it for a couple of months, then one clear day it was just THERE. It was wild to have this giant mountain appear out of nowhere in a skyline I'd stared at every day.

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Sheel Mohnot
Sheel Mohnot@pitdesi·
One of my favorite singers passed at 92 Her stats are insane: Started performing at 10 years old and performed til the very end, recorded a song every 2.5 days on average, for 80+ years! So many bangers. RIP Brimful of Asha forever.
r@bekhayalime

Eight decades, 12,000+ songs in 20+ languages across different genres a true singing legend. A versatile queen. Rest in peace, Asha Bhosle ma’am. May your soul rest in peace

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Devesh Singh
Devesh Singh@deveshsingh93·
the 'not learning from mistakes' part is underappreciated. we've seen this in production — an agent makes the same error 5 times in a row because there's no feedback loop between runs. the fix wasn't a better model, it was building error logging that promotes recurring failures to permanent rules. humans learn from pain. agents need infrastructure to do the same thing.
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Anindya Ghose
Anindya Ghose@aghose·
While agentic AI is a very promising tech, we also have to understand that agents have a ton of limitations including the fact that they often do not learn from their mistakes and hence human involvement is important to prevent errors from compounding. mariozechner.at/posts/2026-03-…
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Xiaoyin Qu
Xiaoyin Qu@quxiaoyin·
I have kids. I work in AI every day. And honestly? I have no idea what their careers will look like in 15 years. But I know what will carry them through. First, and this might sound unromantic: make money and save it for them. We can debate educational philosophy all day, but the world is changing so fast that financial security might be the most practical gift we can give. Buy some gold bars. Seriously. Second, nurture their imagination. AI rewards people with initiative and wild ideas. The kid who daydreams, who asks weird questions, who wants to try ten things at once? That kid will thrive. AI can execute. AI can be disciplined. What AI can't do is dream up something nobody's thought of before. Third, build resilience. There are no more iron rice bowls (guaranteed lifetime jobs). Any stable, predictable job is exactly the kind of job AI will learn to replace. Our kids will likely switch directions many times in their lives. Learn something new, get replaced, pivot, repeat. It's more like being a hunter than a farmer. Schools don't teach this. Schools teach you to follow a linear path: high school, college, grad school, stable job. That linear path is becoming the most dangerous one. Last, invest in their ability to connect with other humans. Not networking. Not schmoozing. Real emotional connection. Building trust, offering support, making people feel seen. As AI handles more of the rational, analytical work, the human ability to genuinely relate to other humans becomes more rare and more valuable. I don't have all the answers. But I know that imagination, resilience, and genuine human warmth aren't going out of style anytime soon. #AI #Parenting #Education #FutureOfWork
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Aditya Dhar
Aditya Dhar@AdityaDharFilms·
Ab Pakistan ka mustakbil, Hindustan tey karega Trailer Out Now Book Now for Paid Previews on 18th March only. 🔗- linktr.ee/DhurandharTheR… #DhurandharTheRevenge releases worldwide on 19 March, on Gudi Padwa, Ugadi, and Eid. Hindi | Telugu | Tamil | Kannada | Malayalam @RanveerOfficial @rampalarjun @duttsanjay @ActorMadhavan #AkshayeKhanna #SaraArjun @bolbedibol @AdityaDharFilms #JyotiDeshpande @LokeshDharB62 @jiostudios @B62Studios @TSeries @JioHotstar @StarGoldIndia
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Balaji
Balaji@balajis·
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
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Sheel Mohnot
Sheel Mohnot@pitdesi·
It is harder for Asians to get into top colleges than other races, but it is much harder for South Asians than East Asians.
Werner Zagrebbi🇦🇿@zagrebbi

The famous SFFA case treated Indians and East Asians as a single group. This masked significant heterogeneity: It's way harder to get in if you're Indian! In Columbia's internal admissions database (h/t @cremieuxrecueil), East Asian applicants had a 41% lower odds of admission than equally qualified White applicants, whereas South Asian applicants had 63% lower odds.

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Daniel Rock
Daniel Rock@danielrock·
AI will change our economy, and our economic research. If you're a Ph.D. student/postdoc who wants to learn more/meet others with similar interests, apply here! Held at @ChicagoBooth and co-organized with @ethayarajh @LindseyRRaymond @sanjog_misra @asheshrambachan @alexolegimas
Center for Applied Artificial Intelligence@CAAI_Booth

Applications are OPEN for our AI & Economics Summer Institute 2026. A great opportunity for Ph.D. students/post-docs to explore frontier methods in econ with researchers from leading institutions. Held in-person @ChicagoBooth. Deadline: April 1. 🔗Apply: docs.google.com/forms/d/e/1FAI…

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Vilma Todri
Vilma Todri@vtodri·
This is based on our research (with Hyesoo Lee, @padamopoulos and @aghose ), we find: • AI-created ads outperform human ones • AI-modified ads do not outperform human ones • Disclosing AI can significantly reduce ad performance The implications for marketers are significant
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Azeem Azhar
Azeem Azhar@azeem·
The market is obsessed with spotting an AI bubble. Meanwhile, a stampede is forming behind them... Five months ago we built the only evidence-based framework to answer: is AI a bubble? We tracked 5 indicators: economic strain, industry strain, revenue momentum, valuation heat, funding quality. Our conclusion then: AI is a productive boom, not a bubble. The evidence has only gotten stronger. --- The bear case sounds reasonable: Capex growing faster than revenue. Model costs falling (DeepSeek proved it). Most enterprise AI is still chatbot stuff. @michaeljburry shorted Nvidia and Palantir. Fund managers call AI overexposure their top tail risk. The FT has published 100+ articles invoking "AI bubble." But reality moved the other way. --- We follow the money. Monthly AI revenue: $772M (Jan 2024) to $13.8B (Dec 2025). An 18x increase in two years. The industry strain ratio – investment to revenue – dropped from 6.1x to 4.7x in five months. If it holds, it crosses below our 3x threshold by Q2 this year. This will mean that revenue is starting to carry the installed base. --- The hyperscalers are the engine: Google Cloud: +48% YoY to $17.7B AWS: +24% to $35.6B Azure: +39%, backlog up 110% to $625B @sundarpichai, @satyanadella, and @ajassy all say the same thing: AI is the main growth driver. When the CEOs of the three largest cloud companies tell you the same story, the attribution question answers itself. --- But revenue alone isn't enough. Is anyone actually using this stuff? We analysed 6,000+ S&P 500 earnings calls from Q4 2022 through Q4 2025, and extracted 30,000 AI-related statements. Companies making quantified AI claims – specific numbers, specific outcomes – jumped from 1.9% to 13.2%. --- Boring adoption is bullish... Bank of America: AI coding tools cut dev time 30%, saving 2,000 full-time engineer equivalents. Norway's $2T sovereign wealth fund automated portfolio monitoring with Claude, saving $17-32M/year. Meta: 30% increase in engineering output. Power users at 80%. Western Digital, hard disk manufacturer: productivity gains up to 10%. --- This is a technology that has crossed from experiment to infrastructure. Deloitte (Jan 2026): 25% of orgs have 40%+ of AI projects in production. 54% expect to reach that within 6 months. KPMG: 67% of CEOs expect AI returns within 1-3 years – down from 3-5-year horizons just a year ago. --- Something else changed at the end of 2025. Models crossed a threshold. They can now work reliably on tasks lasting 1-2 hours. Agentic AI has arrived. Claude Code became a $1B revenue business in its first six months. Today it's likely generating $3B+ ARR. Its GitHub usage grew 3x in six months. Nicholas Carlini used Claude Code to build a C++ compiler for $20,000 in API costs. The same project built by humans: 5-10 engineers, 18-24 months, ~$2-3M. At Exponential View, we've written several hundred thousand lines of code this year. Software that might have cost $1M has cost ~$500. --- Here's why this changes everything for infrastructure: The chatbot era: a few hundred tokens per interaction. The agentic era: hundreds of thousands to millions of tokens per task. We went from snacking to feasting. And the kitchen was built for snacks. --- The supply crunch is real: 40-50GW of data center capacity in queue, only 11-14GW online. New data center interconnection requests: 3-5 year wait times. AWS lost a $10M Fortnite contract because it couldn't guarantee compute. Microsoft had to choose between its own products and Azure customers, wiping 13% off its share price. All because demand WAS there. --- The bottleneck is physics: power generation, chip supply, construction timelines, trained workforce. GE Vernova's turbine backlog: filled through 2030. Vertiv's cooling backlog: doubled YoY, orders up 250%. Quanta Services construction backlog: $40B. Amazon bought a copper mine. @elonmusk wants data centers in space. --- Using OpenAI's heuristic of 1GW = $10B ARR: Current online capacity supports $110-140B in revenue. At my personal usage of $50/day in tokens, that's capacity for only 6-7 million users at that intensity. There are 20-30 million developers in the world. Not even enough for them, let alone everyone else. --- The bears were answering yesterday's question all along. The revenue trajectory has closed the bubble debate – industry strain is falling, enterprise adoption is deepening. The boring phase is finally ending. The real question: can we build fast enough? cc @Jsevillamol @DKThomp @tglocer @p_ferragu @mattturck @ttunguz @AlexandraMousav @erikbryn @EconoScribe @deedydas Full analysis: exponentialview.co/p/bubble-or-st…
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Anindya Ghose
Anindya Ghose@aghose·
Great article on how AI will inevitably make a huge fraction of white collar entry jobs obsolete in the near term. One advice I have for everyone - a good hedge against unemployment is going to be systematic saving, investing and building wealth by leveraging the power of compounding. Most young people in the next generation will have to rely on secondary or tertiary sources of monthly income. Investing early is a great way to get started on this journey.
Matt Shumer@mattshumer_

x.com/i/article/2021…

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Anindya Ghose
Anindya Ghose@aghose·
100% spot on. As a professor, I will also add one more thing that will be more or less inconsequential for the next generation of kids: whether they went to an Ivy League, a near Ivy, a top 20 ranked school, etc. AI will level the playing field for most people.
Teslaconomics@Teslaconomics

I might get some pushback for this, but I honestly think a lot of parents, especially in places like Silicon Valley and especially many Asian parents, are training their kids for the wrong world. I see kids at the age of 7-8 packed with after-school math, more reading, more test prep, with the goal to make them “smarter.” But from my perspective, living deep in the AI world every single day, I’m pretty sure raw intelligence is about to become a commodity. Very soon, AI is going to do math better than the best mathematician, it’ll diagnose better than top doctors around the world, it’ll draft contracts better than elite lawyers, and it’ll learn faster than any PhD, instantly, endlessly, and without any fatigue. All of that knowledge will live right in your pocket. So think about it… if we’re raising kids to win by being “the smartest in the room,” we’re really training them for something that’s already being replaced. In my opinion, this is a waste of time, $, and effort. What I focus on with my kids is very different. I care about willpower. I care about passion. I care about loving something enough to stick with it, especially when it feels hard. And as a Dad, my job is to support that, whatever it is, and teach them to never give up. I could be totally wrong though… But when I look at where AI is headed, I don’t think the future belongs to the kid who memorized the most formulas or did the most math problems, etc. In the future, I think the winners are going to be kids who 1/ can push through frustration 2/ can stay curious 3/ can keep going deeper into their passions than others 4/ can use AI tools to build cool things 5/ has the will power to never give up In this day and age, school doesn’t really teach this and I don’t think after-school classes teach that either. I don’t think any of this can really be taught at school tbh, it’s something that is developed inside the home through the environment we as parents cultivate. In a world where AI will help you build anything, create anything, and learn anything instantly, I don’t think the real edge will be intelligence anymore like the past. The edge will come down to grit, discipline, emotional strength, and to keep going as others quit. AI will be so deeply woven into our kids’ lives whether we like it or not. That part is unavoidable. However, what is avoidable is raising kids who only know how to follow instructions, chase grades, and wait for approval. I always tell my kids, I don’t care what grade you get in a test. I care that you know what you got wrong, why you got it wrong, and what you’re doing to avoid that mistake in the future. Because I firmly believe in the future, the kids who will thrive the most will be the ones who want something badly enough to go after it, who aren’t afraid to fail, and those who know how to leverage AI. Just my two cents. But if we’re serious about the future, I think it’s time parents start training for that world, NOT the one we grew up in.

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Dr Poornima 🇮🇳
Dr Poornima 🇮🇳@PoornimaNimo·
This is how an Advertisement should be. Made me feel so proud.🇮🇳❤️
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