Notes on education & AI
On management education, analytics, and closing the gap between what's taught and what industry needs.
Two Numbers From the Same Survey, Measuring Two Different Things
McKinsey finds 80% of employees say AI made them more productive, but only 37% of firms report any earnings impact. Why that gap is a unit-of-analysis problem, not proof AI is overhyped - and the one question boards should ask before the next AI budget.
Read the essay →The Knowledge That Does Not Appear in Any Quarterly Report
A Stanford study finds young workers in AI-exposed jobs down about 13%. Read through Kenneth Arrow's "learning by doing," automating entry-level work severs the pipeline that forms tomorrow's senior expertise - a cost no income statement records, and no upskilling programme repairs.
Read the essay →Everyone Sees the AI Risk. Almost No One Is Selling.
In BofA's August survey, the same fund managers who call an AI bubble the biggest risk are also the most invested in it. Why that is not irrational but the predictable outcome of the principal-agent problem - and why waiting for markets to price the risk is a poor plan.
Read the essay →Everyone Can See the AI Spending. Where Are the Returns?
Alphabet posted record revenue and its first negative cash flow since 2004 in the same quarter. Reading the AI capex boom through the Solow productivity paradox and the investment J-curve - and why a large capex number is the easy part.
Read the essay →The AI Jobs Boom Has Fine Print. It Also Has an Opening.
India is adding 2.6 AI jobs for every one it loses - but the hiring is splitting in two, and 55% of IT firms have cut entry-level roles. Why the squeeze is real, and why the same shift is the best opening in years for any student willing to build.
Read the essay →Same Hiring Numbers. A Different Job.
India's big IT firms are hiring roughly the same number of freshers this year - but the job is changing. TCS and Infosys are building thousands of forward-deployed AI engineers. What that shift means if you're early in your career.
Read the essay →Two Degrees, One Path
IIT Patna and IIM Bodh Gaya have formalised a five-year integrated BTech-MBA on a single JEE admission, no CAT. The idea is right. The hard part is making the academic integration real, not just handing graduates two certificates.
Read the essay →When 90% Isn't Enough
NASSCOM's first AI-Native Talent Index finds 90% of India's early-career tech talent is AI-proficient - but only 23% is genuinely AI-native. Why the scarce skill is judgment, not tool fluency, and what leading firms are already doing about it.
Read the essay →Companies Don't Have an AI Talent Gap. They Have a Management Gap.
Cognizant is certifying 15,000 people into two new AI-era roles - and twice as many are business operators as engineers. Why turning AI into results is a people-and-process job most business schools haven't caught up to yet.
Read the essay →When Construction Companies Build Their Own AI Teams
Suffolk is placing AI engineers directly on job sites. Three-quarters of construction firms now use AI - but only 29% trust their data. Why the real edge is people who understand how project data moves.
Read the essay →In 2026, Your Edge Isn't the Model. It's Whether You Can Explain It.
GMAC's 2026 survey of 621 recruiters found the skills employers weigh most are communication, problem-solving, and adaptability - the ones AI can't replicate. Why translating your work is the real hiring edge.
Read the essay →India's AI Promise: Strong on Potential, Still Closing the Skills Gap
India ranks among the world's top five for AI-economy readiness - but 18th for whether its graduates are actually job-ready. What that gap means for early-career professionals and the institutions that train them.
Read the essay →Unlocking Innovation: The Rise of India's Tier 2 and 3 Cities
IT hiring in India's Tier 2 cities jumped 53% in a year. How Coimbatore, Nagpur, Indore, Kochi and others are becoming the country's next engines of innovation - in tech, fintech, and beyond.
Read the essay →Gen Z: The Human Edge Fuelling India's Digital Future
Employers fixate on Gen Z's communication style and miss the strengths that could transform their organisations. The data behind India's youngest, largest, and most purpose-driven workforce.
Read the essay →