Hari Viswanath
@_HarryVish
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Born with a curse to follow equities every hour of my life. So listen to what I say :) Deputy Editor @businessline (Editor - Research Bureau; @blportfolio)
Joined December 2020
Entirely my pleasure @elerianm šEvery time I have interacted with you I have learnt not just on economics and markets, but much more on humility!
My thanks to Hari Viswanathbl for the interesting conversion on the economy, policy and markets. https://t.co/XycjLUQtt0
#economy #markets @the_hindu @_HarryVish #EconTwitter
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When Michael Jackson thought Eddie Murphy was working for him (1989)
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In the 1990s, Japan's Shinkansen bullet trains had a noise problem. When they exited a tunnel at high speed, the compressed air in front of them would create a loud sonic boom, disturbing residents for miles. The engineers tried to solve it, but a senior engineer named Eiji
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1\Regarding the recent discussions on the significant widening of CDS premiums for Oracle and CoreWeave, many are questioning whether this signals an impending bubble burst. 2\Here, I provide a historical perspective: In the bubble phase, simultaneous rises in technology stocks
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šSoftbank sells entire Nvidia position. šOracle debt downgraded. šMeta financing games revealed. šOpenAI CEO @sama couldnāt explain how company would meet its $1.4 T obligations. šCoreweave drops 20% in a week. You do the math.
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How big did the Oracle RPO number need to be for it not to go down every single day?
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Had a very good conversation with @SindhuHarih in this podcast. Got a chance to clarify some of the questions around the AI governance guidelines.
In this episode of #DigitalPlaybooks, I talk to @WSAI_IITM head & @iitmadras prof @ravi_iitm on the new AI Governance guidelines -Why a separate law for AI is not the right way for India -What about copyright issues, deep fakes and data security? -Where does India stand on the
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Why were Neville Tata and Bhaskar Bhat appointed to only one of the two main trusts in the board meeting on Nov.11? Read this: #TataTrusts #VenuSrinivasan
https://t.co/SRyw2HWSMv
thehindubusinessline.com
Neville and Bhat were appointed trustees in the Sir Dorabji Tata Trust in its board meeting that preceded the SRTT meeting
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In this episode of #DigitalPlaybooks, I talk to @WSAI_IITM head & @iitmadras prof @ravi_iitm on the new AI Governance guidelines -Why a separate law for AI is not the right way for India -What about copyright issues, deep fakes and data security? -Where does India stand on the
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A pod of dolphins swimming close to shore in crystal clear water. The ocean is a beautiful place. š½: Nolan Omura https://t.co/eIAhoA3ZwM
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Money market funds kept trending up in run up to dotcom boom, GFC and now. So that it is at $7.5 trillion is in no way a good approach to make a point that some institutions missed the rally, or deny the possibility that AI stocks are trading at bubble valuations
7.5 Trillion USD sitting in the money market funds Most institutions missed the AI rally No wonder they keep coming up with new narratives of 'bubble' Google 9 year old TPUs are running at full capacity But sure, all GPUs should be depreciated on a 3 year cycle š
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"TheĀ valueĀ of a collegeĀ educationĀ is not theĀ learningĀ of manyĀ factsĀ but theĀ trainingĀ of theĀ mindĀ toĀ think." -- A. Einstein (1879 - 1955)
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Happened to me when I attended my interview in my current job years ago...2 hours time to write 1000 word article, kept writing, 15 minutes to end time, system conked and shut down. Realised I had not saved it, requested extra half hour time and re-wrote from my memory again!
I just wrote a 1000 word essay on uneven reserve balances on my substack app which I accidentally deleted and then screwed up the undo process and lost it all. How's your morning going?
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On this day in 1989, the Berlin Wall fellāsignaling the end of the Iron Curtain that had divided a continent and a people. Over the months that followed, the wall was physically dismantled piece by piece. When Ronald and Nancy Reagan visited Berlin in 1990, they took up hammers
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When 72,000 people went quiet just to hear one man at a piano. Phil Collins - Against All Odds (Live Aid 1985)
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Happy Birthday to Carl Sagan. Here he explains global warming in simple words (1985 video):
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One of the greatest music videos ever madeš¤š» AC/DC - Itās a Long Way to the Top (If You Wanna Rock ānā Roll)
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In addition to your ego barrier, you (and everyone else) also have blind spotsāareas where your way of thinking prevents you from seeing things accurately. Just as we all have different ranges for hearing pitch and seeing colors, we have different ranges for seeing and
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