Understanding Industry Structure and Competition

While going through some old documents this week, I rediscovered a set of notes I took while reading Michael Porter many years ago. On rereading the notes, I find (again) his ideas to be really simple and compelling, worthy of sharing as a mental model for both practising data scientists and a value investors. A … More Understanding Industry Structure and Competition

IBM Watson: Fake It till You Make It?

Like many AI researchers, I watched wide-eyed when IBM’s Watson beat human world champions at the difficult game of Jeopardy in 2011. It was a watershed event in AI history and it certainly provided a much-needed boost to knowledge-representation-based approaches to AI, against a backdrop of 20 years of superior advances in statistical approaches to AI. … More IBM Watson: Fake It till You Make It?

The Competitive Moat of Google, Facebook and Other Data Owners

When I was building the Data Science Centre of Excellence at Reliance Industries, I once interviewed a world-class researcher who has worked at multiple institutions, including Yahoo and Google, and he told me something I didn’t understand till then. I thought a company like Google has a weak business moat because it is vulnerable to … More The Competitive Moat of Google, Facebook and Other Data Owners