Applied economics on AI, finance and deals by Vivek Raj Anand. I write about how businesses adopt AI and what it returns, how platform giants reshape startup markets, and what really happens inside carve-outs, LBOs and bank runs, with charts built in code.
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Google AI Edge Foresight Review: Why Frontier Labs Move Into Apps, and Who Keeps the Token Rent
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Is AI Paying Off for Businesses? It Pays Back Where a Meter Is Already Running
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What's new in the SVB collapse?
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Twitter Deal: Free Speech, LBO, and of course, Drama.
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Carve-out Complexities: Why Tech Separations Cost More Than the Deal Model Says