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
3.2K Takip Edilen18K Takipçiler
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Anindya Ghose
Anindya Ghose@aghose·
Thrilled, humbled and honored to receive the @NYUStern Faculty Impact Award which recognizes faculty members whose recent work has had a meaningful impact on business, policy, and society. Even better to be able to share that special evening with my wonderful colleagues!
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Anindya Ghose
Anindya Ghose@aghose·
Rest in peace, Nimsdai. You will remain a legend forever. You taught an entire generation of climbers that limits are just illusions. The mountains may have taken you, but your legacy on these 8,000-meter giants will live forever. #GOAT 🙏 nationalgeographic.com/adventure/arti…
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brett goldstein
brett goldstein@thatguybg·
pro tip: ALWAYS get the hindu meal on flights. its always the best.
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Jensen Huang
Jensen Huang@JensenHuang·
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…
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Prof. Dr. Veysi Ceri
Prof. Dr. Veysi Ceri@VeysiCe·
Arjantin Milli Takımı, eskiden böyle çirkef ve kaba bir imaj taşımıyordu; bu dönüşüm, Stanford Hapishane Deneyi’nde olduğu gibi, küçük kötülüklere göz yumuldukça adım adım gerçekleşti. Turnuvanın başında masum görünen fauller, itişmeler ve hakemlere baskı gibi davranışlar, zaman içinde görmezden gelindikçe normalleşti ve büyüyerek bütün dünyanın nefret ettiği, sportmenlikten uzak, kaba saba bir takım kimliğine evrildi. Kötülük yapanı görmezden gelmek, onu cesaretlendirir ve daha da kötüleştirir; çünkü cezasızlık, sınırları belirsizleştirir ve ahlaki çürümeyi hızlandırır. Bu nedenle acil adalet, hem sahada hem hayatta vazgeçilmezdir: küçük ihlalleri anında cezalandırmak, büyük faciaların önünü keser, adaleti tesis eder ve toplumları ya da takımları, yavaş yavaş çürümekten korur.
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Abhilasha Purwar
Abhilasha Purwar@AbhilashaPurwar·
Since Argentina beat England 2–1, I’ve watched the full match twice, the highlights nearly 10×, and Messi’s orchestration reels perhaps 100×. The more I watch, the less it looks like just football - and the more it looks like AI infrastructure running live. 55′: Gordon scores. England lead 1 - 0. 72′: Tuchel replaces Gordon with Konsa and shifts England into a back five. We cannot inspect the thought inside Tuchel’s head. But we can observe the action and reconstruct the likely model: protect the lead, drop deeper, reduce risk. England’s players read the action and update their model of the game. But England’s new behaviour simultaneously becomes context for Argentina. They reconstruct a different model: England has surrendered territory. Pressure is now cheap. Attack. No meeting. No shared document. Almost no words. Context propagates from 1 coach → 11 England players → 11 Argentina players → commentators → millions of viewers—through substitutions, positioning, body language, space and timing. Then Messi becomes an elite live multimodal orchestration layer. He continuously processes the score, clock, pitch geometry, player orientation, pressure, space and decades of learned patterns - then routes the next action to the right teammate at the right moment. 85′: Messi → Enzo. 1–1. 90+2′: Messi → Lautaro. 2–1. Messi does not score. He changes the shared state of the entire system. Against this coordination loop, even frontier multi-agent AI looks primitive. One agent updates its understanding; the others often don’t. Context is serialized into prompts, histories are copied, handoffs lose information, and agents operate on slightly different versions of reality. We are building brilliant individual models—and relatively weak teams. Model intelligence creates strong players. Context infrastructure creates strong teams. I believe the next 100× frontier in AI is context: how we define, store, retrieve, compress, transfer, reconstruct and synchronize it across humans, models and agents.
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Anindya Ghose
Anindya Ghose@aghose·
@Akshay001 Very poor coaching by Tuchel. You just can't let Argentina have the ball after being up only one goal. Tuchel made a series of huge mistakes. He needs to be fired!
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Anindya Ghose
Anindya Ghose@aghose·
Many wonderful memories created in Singapore!
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Gabbar
Gabbar@GabbbarSingh·
Want to buy a house here? Here are the rates :)
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Anindya Ghose
Anindya Ghose@aghose·
The many hues of Interlaken, Switzerland
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Anindya Ghose
Anindya Ghose@aghose·
Good game despite the 1-1 draw. Totally sold out MetLife stadium. Atmosphere was electric.
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John Spencer
John Spencer@SpencerGuard·
I spent a couple days in Kashmir speaking with victims and first responders from the 2025 Pahalgam terrorist attack, as well as local leaders, academics, business owners, and workers. I saw why they call Kashmir paradise. Stunning landscapes, perfect weather, the Himalayan mountains, and a tourism industry full of energy and life (plenty of traffic too) despite what the terrorists intended. What struck me most was hearing how Kashmiris provided for tourist in need during/after the attack and demonstrated their condemnation of the attack in the days after. The terrorists sought to divide, intimidate, and damage the region's growth, stability, and prosperity. Instead, the message I heard again and again was clear: “Kashmir is India. It is tourism season. Come visit.”
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Molly O’Shea
Molly O’Shea@MollySOShea·
Coatue CIO of Public Investments Jaimin Rangwalla explains why the market is rewarding AI infrastructure suppliers ..and punishing the hyperscalers buying the shortage: YTD Return: Sellers ~107% Buyers ~4% "Amazon & Google are in an unusual camp" Full list: Sellers of Products in Shortage: - Broadcom - Coherent - Marvell Technology - GE Vernova - Lumentum - Samsung Electronics - Micron Technology - NVIDIA - TSMC - SK hynix - Western Digital - Seagate Technology - SanDisk Buyers of Products in Shortage: - Amazon - Google - Meta Platforms - Oracle - Microsoft @coatuemgmt
Molly O’Shea@MollySOShea

NEW: Exclusive Interview with Jaimin Rangwalla, Chief Investment Officer of Public Investments at Coatue In @coatuemgmt's Spring 2026 Investor Update, Jaimin walks through the unexpected winners of the AI cycle: memory, optical, CPUs, & the infrastructure layer quietly outperforming the Mag 7. We cover: - Why Coatue is "following the gigawatts" - Private companies breaking into the global top 25 pre-IPO (OpenAI, Anthropic, SpaceX) - Cash flow transferring from hyperscalers to AI infrastructure - The $12T funding engine behind the AI buildout - Sellers of shortage vs. buyers of shortage - The Token Economy - The CPU/GPU flip reshaping compute demand - Coatue's $6T+ AI market estimate - Agents launching agents / "1,000 analysts working 24/7" Read the full deck & watch the update replay below 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jaimin Rangwalla, CIO of Public Investments at Coatue (00:56) Inside Coatue HQ (02:48) Investor Update Kickoff (04:36) Mapping the AI Stack (06:02) Why Supply Stays Tight (07:03) How Jaimin's Became CIO (10:43) Private Giants vs Mag 7 (12:40) Market Breadth and Reordering (15:24) Where AI Revenue Comes From (17:04) Tokens and Economy (19:43) Agents Change Everything (21:58) OpenClaw Explained (24:49) Memory Demand Explosion (27:12) Architecture Shifts Ahead (27:24) Agents Gain Memory (27:58) CPU Demand Surge (28:38) CPU GPU Ratio Flip (30:21) Key Chip Players (30:45) Intel Comeback Thesis (31:41) Semis Go Mainstream (33:24) Nvidia Mania and GTC (33:59) Tracking Data Center Buildouts (35:21) Jobs Lost and Created (37:30) Sellers Versus Buyers (40:54) Optical Breakouts (41:27) Bottlenecks Everywhere (44:48) Sentiment Versus Fundamentals (47:10) Handling Volatility (49:17) Finding New Leaders (51:18) Trillion Dollar IPOs (52:48) Risks and Disruptions (55:00) Coatue Growth Story (55:58) Staying Curious to Win

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Kishore Subramanian
Kishore Subramanian@Kishore1975_·
The Satyajit Ray of Indian Politics — A First-Hand Account of Bengal’s Redemption 🧵 To the armchair critics sitting hundreds of kilometers away: your "political analysis" of Bengal is noise. I was born and raised in the heart of Kolkata. I didn't read about Bengal in a textbook; I breathed its dust, felt its fear, and watched its slow decay. This is for you. You see videos of celebrations today and call it "unrest." You don’t understand. This is the sound of a glass ceiling shattering after 50 years of suffocation. This is the primal scream of a people who have finally broken their chains. ⛓️🔥
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Anindya Ghose
Anindya Ghose@aghose·
Excited to welcome the NYU Stern Master of Science in Business Analytics & AI (MSBA) Class of 2027! This cohort of 71 students represents 15 countries across five continents and brings an average of 8 years of professional experience across a dozen industries. They’re joining at a moment when AI is fundamentally reshaping how firms compete, innovate, and make decisions and I’m looking forward to exploring those frontiers together across our modules. Hard to believe this is my 10th year leading the program. I’m looking forward to an exciting journey together and to the many friendships that will form along the way. Thank you to my amazing NYU Stern School of Business colleagues who work incredibly hard behind the scenes to make all this happen and help run the ship smoothly! ( Alanna Valdez, Ed.D., Anika Maxwell, Nancy Wu, Brandon L. Mercik, Abigail Hegarty, Neha Singhal, Bronwen Sanders, Lauren Grygotis ). It takes a village!
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