Vijay Vijayasankar

Citrini report shows us that we need smarter economists and investors urgently

This is the report that wiped out $200B of market cap the following day. https://www.citriniresearch.com/p/2028gic First – I don’t blame the authors one bit. They painted a scenario – they didn’t predict that’s what will happen. CEOs of the frontier labs and hyperscalers have all painted their scenarios and we were all cool with that.Continue reading “Citrini report shows us that we need smarter economists and investors urgently”

Some thoughts on why Khosla’s prediction of the imminent demise of IT and BPO services won’t play out in 5 years

I read this yesterday https://www.hindustantimes.com/india-news/aisummit-2026-it-bpo-services-will-disappear-in-five-years-says-venture-capitalist-khosla-101771182147907.html Vinod Khosla is a man I deeply admire, and hence when he says something I pay very close attention and spend some time thinking about it. He has seen computing evolve up close and is quite bold with his investments. His underlying thesis for saying IT and BPO will goContinue reading “Some thoughts on why Khosla’s prediction of the imminent demise of IT and BPO services won’t play out in 5 years”

What can we learn from bad managers?

If you work for a reasonable amount of time, the odds are high that you will work for some bad managers. I certainly have had what I consider a more than fair share of bad (and a couple of absolutely terrible managers). While I have felt anger, frustration, sadness, rage and all that about themContinue reading “What can we learn from bad managers?”