Wednesday, June 3, 2026

The beauty of being one with your story

Many years ago, I tried to write a novel. It was ambitious of me, driven by the belief that “I can also do it” after reading Chetan Bhagat, yet without a good understanding of the effort it takes. I tried to weave a story, combining and building on a few bits and pieces of what I had written on my blog. Those pieces involved a fictional character called LaajVanti, and were casual, funny and relatable for readers with my kind of profile at the time. I tried to write the novel like we do a course assignment or corporate proposals - put together some nice content and write stuff connecting them all - stitch them together, ensure a flow, cook up a storyline and conclude like it conveys beauty.

In corporates we often start with a strawman when there is a boss to review, time to spare, and the broad structure is unambiguous. Writing fiction, however, is a creative process and cannot be forced to follow a set structure. It involves imagination that can suck you into itself, such that you coexist in various contexts with your characters - either being one of them or watching them, standing next to them. It consumes you so much that you literally live in many imaginary worlds for extended period of time, and this physical world just becomes a pathway to those. These other lives in other worlds bring strong emotions - curiosity, intrigue, anger, excitement, joy, melancholy, hope - in forms and depths you rarely experience in real life. Getting there, however, is not so spontaneous. It requires commitment, persistence and internal push to cross some boundaries. Until you cross those boundaries, it’s a struggle, a hustle, some trial-and-error, and mostly shooting in the dark to see sparks and patterns. It requires patience. Lots of patience. You let your mind wander. You let it dream. You’d often wake up without finishing a dream, especially when it was taking an interesting turn. You’d feel disappointed at the broken sleep and try to push yourself back into it, just so you could get to a conclusion in the dream. Sometimes when your sleep is shallow, you mix dreams with your own cooked up details (hallucinations?). And then, you can only sleep so much at a time - a limitation that frustrates you. And not all of it is about your story. But then you push harder, dream harder, free your mind, let loose your imagination, and then you don’t need sleep to be in peace, in dream or in any world you choose to be. You become one with your story.

I experienced traces of it, but I couldn’t cross those boundaries. I told myself that fiction isn’t my thing. I may have lied; I don’t know. I’ll try again.

Tuesday, June 2, 2026

It is. Is it?

I heard Yann LeCunn recently say, and I am paraphrasing, that for AI to be truly meaningful, it must have the ability to predict outcomes of its actions and adjust itself accordingly. Use of AI for reasoning - work with us to brainstorm, build on ideas - is one of the most meaningful uses of AI. However, often times, AI ends up becoming an echo chamber without us realizing it. It can make your noise sound like music. You may end up loving your voice, singing louder and generating more noise, until the audience tells you they can't bear it.

Working with AI to test and build ideas can often take you too far down wrong paths. Most of these LLMs, if not all, are very good at offering reinforcement to your thought process, adding layers of rationalization, generating confident and seemingly valid grounds for various elements of solution options that you piece together, and then shaping for you the artifacts that you feel proud for having created - and your LLM doesn’t mince words in making you feel so. And yet, if you started with some wrong premise or assumption that was central to the whole pursuit, and built everything on top of it, the process would only lead you farther away from any meaningful solution to the problem you set out to solve.

Posted on LinkedIn on 02 June 2026.

Wednesday, May 27, 2026

AI as a 'resource' for Research

Impact of AI on research is the most talked about topic in most academic circles and research conferences these days. In one such discussion during the India Strategy Conference (ISC2025) at Indian School of Business this year, I raised a concern that if most research gets 'powered' by AI - which is increasingly the case - the quality of research outcomes will be increasingly dependent on the kind and version of AI one has employed. As AI becomes a resource, ability to carry out high quality research becomes a question of access and affordability.

I was countered with an argument that AI is an equalizer. In one sense it is, as it allows one to try his/her hands at high quality research without the depth of skillset that research demanded earlier. But beyond the basic level, inequality starts taking shape because the resource is limited and controlled. Claude Haiku 4.5/Sonnet 4.6/Opus 4.7? ChatGPT Free/Go/Plus? Gemini Free/Plus/Pro/Ultra? We all know that the free ones are extremely limited in capability and reliability. Paid ones have variants offering different levels of capability depending on how much you pay. The pricing is equal worldwide, but the purchasing power isn't. So users are forced to settle, and work with whatever is the best they can get their hands on.

Research outcomes have always been constrained by access to resources. But now, with 'intelligence' as a resource, the race can get too exhausting for many - some running on sand, some even on water - while a few cruising on firm surfaces, breezing through in skates that don't even make a sound. The bodies may be equal, the race still isn't.

Posted on LinkedIn on 27 May 2026.

Monday, May 25, 2026

Claude and its usage limits

I appreciate the makers of Claude for being so thoughtful and responsible to have built ‘work-life balance’ into it. And neatly optimized it for the $20 subscription - it allows the right amount of usage that exhausts - not too soon, not too late - then making you wait to watch reels, until you can resume using intelligence - the artificial one.

Originally posted on LinkedIn on 25 May 2026.

Saturday, May 16, 2026

Short-termism is Sticky - Moving from Principal-Agent to Principal-Principal Conflicts

Now this is the other side of the corporate short-termism debate that has gained little importance. If QoQ disclosures to shareholders is forcing companies to think short-term, moving to a less frequent disclosure can create information asymmetries that can harm retail investors / minority shareholders who rely only on public disclosures and media with wide reach. The measure intended to alleviate short-termism driven by principal-agent dynamics is probably going to amplify short-termism driven by principal-principal conflicts!

I recommend reading the full letter below from wallstreetbets community to SEC!



Originally posted on LinkedIn on 16 May 2026

Tuesday, May 12, 2026

I wonder...

I am sipping coffee at Starbucks, trying to work, and ended up 'wondering' - May be it's not AI that's making us useless... May be it's LinkedIn. It has conditioned a whole bunch of people to start 'wondering' after every little thing they do, or don't, or just go through, or don't... An hour of wondering per minute of activity - that might as well be wondering - then an hour trying to post on LinkedIn what we wondered, often by getting AI to write about it beautifully... Then a few hours checking likes and comments, wondering about those. We even wonder about wondering. Many are wondering - even worrying - whether they are wondering enough. People have started wondering together. There are even courses to help you do high quality wondering. A cursory scan of LinkedIn will tell you that we are certainly getting better at it. AI is playing a huge role in wondering lifecycle management (WLM). It's even executing some of the steps in the workflow. Can it do the whole of it? I wonder. Soon, perhaps. But we should make sure we are always wondering 10 times better than AI. A lot of us post our pics to go along with our wondering narrative. AI can't. But then it can generate a prettier human picture than any of our wondering faces - I wonder whether that would matter. I wonder whether hallucinating by AI qualifies as wondering of some sort. Or is it just a couple of steps behind wondering? Should we worry about it, I wonder. We have to outwonder AI, as wondering is all we got left. I wonder whether we can do it. We have to. It's our 'wonderful' world afterall! But then, I wonder...


Originally posted on LinkedIn on 12 May 2026

Sunday, May 3, 2026

Is AI taking away the beauty from research?

Is AI taking away the beauty from research? My response on a group chat of fellow research scholars when this topic came up - “… we must understand what research truly is - a pursuit of reality, in bits and pieces at a time… tools se processing ya synthesis ko research maan lo to hamara stata ya R use karna also takes away the beauty of doing it on reams of paper… who among us has any clue of the math that went in to create some of the models we so liberally apply without the least bit of understanding… we’ve already gone past levels of beauty many beholders would be ashamed to see humans bypass”. The fear, I guess, is the complete redundancy of the myriad capabilities we develop as we learn to do ‘research’ within conventional and widely accepted frameworks, formats and methodologies. This pushes us to think beyond even with regard to those paradigms. Genuine research is constant search for novelty. We should be excited to be equipped with a capability that allows us to venture father and deeper, and unearth the true nature of reality.

Having said that, we can’t deny that research as a profession is going to get deeply and adversely affected, as most researchers will struggle to adapt and evolve with the emerging transformation.

While the top 1% are seeing new paths for themselves, to make it rewarding for the 99% to pursue research, we need shift of perspective and also shift of foundational capabilities. How should that be approached?

Originally posted on LinkedIn on 02 May 2026.

The beauty of being one with your story

Many years ago, I tried to write a novel. It was ambitious of me, driven by the belief that “I can also do it” after reading Chetan Bhagat, ...