Thrilled, humbled and honored to receive the @NYUStern Faculty Impact Award which recognizes faculty members whose recent work has had a meaningful impact on business, policy, and society. Even better to be able to share that special evening with my wonderful colleagues!
Coatue CIO of Public Investments Jaimin Rangwalla explains why the market is rewarding AI infrastructure suppliers
..and punishing the hyperscalers buying the shortage:
YTD Return:
Sellers ~107%
Buyers ~4%
"Amazon & Google are in an unusual camp"
Full list:
Sellers of Products in Shortage:
- Broadcom
- Coherent
- Marvell Technology
- GE Vernova
- Lumentum
- Samsung Electronics
- Micron Technology
- NVIDIA
- TSMC
- SK hynix
- Western Digital
- Seagate Technology
- SanDisk
Buyers of Products in Shortage:
- Amazon
- Google
- Meta Platforms
- Oracle
- Microsoft
@coatuemgmt
Advanced Agni missile with MIRV (Multiple Independently Targeted Re-Entry Vehicle) system was successfully tested from Dr. APJ Abdul Kalam Island, Odisha on 08th May 2026.
The missile was flight tested with Multiple payloads, targeted to different targets spatially distributed over a large geographical area in Indian Ocean Region.
Excited to welcome the NYU Stern Master of Science in Business Analytics & AI (MSBA) Class of 2027! This cohort of 71 students represents 15 countries across five continents and brings an average of 8 years of professional experience across a dozen industries. They’re joining at a moment when AI is fundamentally reshaping how firms compete, innovate, and make decisions and I’m looking forward to exploring those frontiers together across our modules. Hard to believe this is my 10th year leading the program. I’m looking forward to an exciting journey together and to the many friendships that will form along the way. Thank you to my amazing NYU Stern School of Business colleagues who work incredibly hard behind the scenes to make all this happen and help run the ship smoothly! ( Alanna Valdez, Ed.D., Anika Maxwell, Nancy Wu, Brandon L. Mercik, Abigail Hegarty, Neha Singhal, Bronwen Sanders, Lauren Grygotis ). It takes a village!
Highlight of the week? Signing copies of THRIVE as gifts for the incoming NYU Stern MS in Business Analytics and AI Class of 2027!
Hard to believe that this is my 10th year running this program. So, I’m excited to share that the incoming MSBAi Class of 2027 will be 72 strong which is a significant jump from the previous cohorts and in fact shaping up to be the largest cohort we have ever had. A big thank you to the faculty and administrators whose teaching, mentoring, and steady support continue to shape and strengthen the program.
Looking forward to meeting the new cohort next week. Let’s go!
It’s the reason I like to travel to Seattle often. Mt Rainier ( 14,410 feet) was the first mountain I climbed in the US. It is a majestic mountain in the backyard of the Pacific North West. That’s me on the summit. I recall it vividly as if it happened last week.
I had the same reaction!!
I interned at Amazon and my office had a killer view of Rainier.
I didn't see it for a couple of months, then one clear day it was just THERE. It was wild to have this giant mountain appear out of nowhere in a skyline I'd stared at every day.
One of my favorite singers passed at 92
Her stats are insane:
Started performing at 10 years old and performed til the very end, recorded a song every 2.5 days on average, for 80+ years!
So many bangers.
RIP
Brimful of Asha forever.
While agentic AI is a very promising tech, we also have to understand that agents have a ton of limitations including the fact that they often do not learn from their mistakes and hence human involvement is important to prevent errors from compounding. https://t.co/G5aIK8vgEA