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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Wilfred Reilly
Wilfred Reilly@wil_da_beast630·
Asians have a harder time getting into college than whites - which we knew - but Indians etc apparently have a harder time than East Asians.
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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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Anindya Ghose
Anindya Ghose@aghose·
Wow! Using AI to find missing dogs is absolutely one of my favorite use cases.
Andy Jassy@ajassy

People ask me all the time about compelling use cases of AI. Here’s a good one. Millions of dogs go missing in the U.S. every year—and options for finding them are often painfully limited. Our Ring team saw an opportunity to use our community and technology to help, so they built Search Party. When a pet owner posts about a lost dog in the Ring app, nearby participating outdoor Ring cameras in the neighborhood begin looking for potential matches. If yours spots what might be the missing dog, it lets you know. You see the photo alongside footage from your camera, then can choose to share the video with the pet’s owner. The AI is trained on tens of thousands of dog videos so it can recognize different breeds, sizes, fur patterns, body features, unique marks, shape, and color. And privacy stays in your control—you decide each time whether to help. The impact is energizing. Search Party has helped bring home 99 dogs in just 90 days—more than a dog a day since launching three months ago. Ring customer Kylee was blown away by Search Party after her dog Nyx was found by a neighbor’s camera just 15 minutes after slipping through a tiny hole he’d dug under her backyard fence. When a Ring customer and military veteran named Kurt realized his service dog was missing after jumping his fence, he worried he might have lost her for good. He quickly initiated a Search Party in the Ring app asking neighbors to help locate her. Later that day, he got the notification he was hoping for…Lainey was found. Chris, a Ring camera owner, helped reunite another lost dog with its family after getting an app alert that said, “Your camera may have spotted a missing dog,” flagging footage he wouldn't have otherwise noticed. And the list of stories like these keeps growing. Now we’ve expanded this feature so that anyone in the U.S. can start a Search Party through the Ring app, even without a Ring camera (lost pets are one of the most common posts in the Ring Neighbors app—over 1M last year alone). With roughly 90 million dogs in the U.S., think this is gonna matter for a lot of families. Good example of real-world impact, and proud of what the Ring team has built here. aboutamazon.com/news/devices/r…

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Pedro H. C. Sant'Anna
Pedro H. C. Sant'Anna@pedrohcgs·
A few friends have asked me about how I have been using Claude Code, so I decided to have Claude help me synthesize some of my key lessons and workflow tricks that I've used in the last month: psantanna.com/claude-code-my…
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Dear Son.
Dear Son.@DearS_o_n·
If you're a man in your 20s, you should be grinding 18 hours a day, 7 days a week. No days off. Just God, hustle, eat, sleep.
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Eric Seufert
Eric Seufert@eric_seufert·
This Anthropic ad is simply obnoxious. Anthropic generates most of its revenue from its enterprise business, so it can afford not to maximize its consumer revenue opportunity. But the sanctimonious moralizing here presents advertising as a cynical business model choice. It is neither cynical nor a choice; the freemium, digital advertising-supported model is the only repeatedly proven pathway for a consumer technology product to reach humanity scale. OpenAI’s advertising revenue will enable it to offer access to larger models to free tier users. To the extent Anthropic thinks chatbots powered by frontier models are valuable to society, it should aspire to provide access to as many people as possible. Ads allow for that to an extent that no other consumer technology business model, demonstrably, can. This kind of condescending attitude toward digital advertising is economic chauvinism, and it represents a desire for technological gatekeeping. And the idea that ads will necessarily influence chatbot content is overstated, borderline anachronistic. It ignores the functional form of most modern ad platforms, which principally use behavioral history, not context, to personalize advertising. Ads in chatbots shouldn’t be seen as a perfect replacement for Search ads; an entirely new category of display advertising emerged and flourished after Search.
Claude@claudeai

Ads are coming to AI. But not to Claude. Keep thinking.

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