Anindya Ghose

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!

@nebiustf built a dashboard to track ai related bottlenecks: aibottlenecks.app

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

Advanced Agni missile with MIRV (Multiple Independently Targeted Re-Entry Vehicle) system was successfully tested from Dr. APJ Abdul Kalam Island, Odisha on 08th May 2026. The missile was flight tested with Multiple payloads, targeted to different targets spatially distributed over a large geographical area in Indian Ocean Region.

@Kishore1975_ Beautifully written. All of this resonates with me 100%.

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. ⛓️🔥

@greatbong Excellent analysis!

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!

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!

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.

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.

@deveshsingh93 Totally agree! Thanks for the insights.

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.

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-…

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

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…

It is harder for Asians to get into top colleges than other races, but it is much harder for South Asians than East Asians.

Interesting read. Annual income of 60 random New Yorkers. Midtown coffee cart guy made as much as a NYT Bestselling Author with 800k IG followers.

Nonstop flights are highly overrated. I avoid flying Air India at any cost. Never have, never will. @emirates or @Delta all the way.

The Positive Consequences of Abundant Intelligence. This is a well written rebuttal to the bear case.

A must read for all. If AI fulfills its promises as it seems it is on track to do, the scenario described in this article is realistc.