1/n In my Moneycontrol column today, I look at the race between the US and China to win in Artificial Intelligence...moneycontrol.com/news/opinion/i…
2/n A decade ago, China was far behind. Now they are reportedly ahead in facial recognition, speech technology and several other areas though the US, according to some observers, still leads in others
3/n China is throwing more researchers and more money than the US is. It came out with a focused plan in 2017 with specific milestones to achieve in 2020 and 2025, by which time it wanted to be conclusively ahead of the west in AI
4/n It has a few other advantages -- it generates more data and there are no privacy concerns it needs to bother about with that data. In deep learning, the more data, the better. The government is pretty clear it will do whatever is necessary to win this race
5/n But it also has a few disadvantages -- it primarily only manages to attract only Chinese researchers -- either those trained in China or those who studied in the US
6/n The US on the other hand manages to get researchers from every major country where AI research is taking place, including Germany, Singapore. the UK etc
7/n The west has an advantage in terms of access to better hardware. The best GPUs are made by Nvidia and they were used for the Deep Learning machines mostly
8/n But now, both the US (Google etc) and China are using AI to design special AI chips that will be even better than the commercial GPUs made by Nvidia...
9/n The issue is that China, despite its many chip foundries, still lags behind in chip fabrication though it is spending billions to catch up. The US too is spending billions...
10/n The US is also blocking the sale of the special machines made by the Dutch company ASML to China . These machines are absolutely necessary for the latest generation of chip foundries...
11/n However, the AI race is far from over. Despite all the applications we see today, the technology has not reached anywhere near its full capabilities. It will get a huge boost when Quantum Computers become a reality. The US and China are locked in a race for that too...
12/n and n/n But that is another story... and the practical Quantum Computers might be a decade or more away

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More from @ProsaicView

6 Jul
Just to put it in perspective, the NIA had not gathered enough evidence to actually prosecute Stan Swamy but kept him in jail till he died. But the Ansal brothers of the Uphaar Cinema fire tragedy were convicted by SC but allowed to stay out of jail because of age (75 and 67)
I am all for punishing anyone the police have actual proof against. But prosecution should start early and cases should be heard and disposed off. Keeping people in jail as under trials indefinitely makes no sense...
Surely in the seven months he was in jail - I am not counting the time when he started being treated in a hospital for Covid -- was enough time for the police to build a water tight case against him.. or stop objecting to his bail applications if they didn't have proof
Read 4 tweets
6 Jul
1/n In my column in Business Standard today, I look at the quality control and testing of vaccines, which are still a weak link in our vaccination efforts business-standard.com/article/opinio…
2/n Quality control and testing rarely gets much media attention in India except when some big generic drug maker's production facilities get pulled up by the US FDA -- but it is crucial in ensuring that the quality of the drugs and vaccines we take are good
3/n In April, the US FDA realised to its horror that Emergent BioSolutons, the Baltimore-based contract manufacturer of vaccines that was going to produce a lot of J&J and AstraZeneca vacciness had managed to contaminate entire batches..
Read 10 tweets
5 Jul
In my Moneycontrol column today I look at the OECD/G20 initiative on Base Erosion and Profit Shifting (BEPS) which India joined along with 129 other countries. moneycontrol.com/news/opinion/g…
While its broad goal is the same as that of the G7 agreement announced earlier -- to prevent global corporations from using low tax destinations to pay little taxes -- there are many details that need to be aligned
Getting so many countries with very different interests to agree on a common tax agreement is a bit task even if they all agree on the broad principle
Read 4 tweets
31 Mar
1/n The four deadly sins plaguing our vaccination effort – a short thread
2/n Why is India’s vaccination drive so sluggish? We have so far administered 63illion or 6.3 crore doses. With our population of 130 plus crore, we would need to vaccinate at least 70% with two doses, six to eight weeks apart.
3/nWe started with some advantages. We are vaccine factory of the world. We had tie ups with multiple global pharma companies and were also developing our own vaccines. We manage on of the most complex and voluminous vaccination programme for children annually
Read 12 tweets
18 Mar
1/n The jobs problem is going to remain with us for a very long time. 1) GDP is not growing as fast as it should 2) New jobs per unit GDP growth has come down over time 3) The number of people joining the job market is growing moneycontrol.com/news/opinion/l…
2/n The issue is that after a rebound in 2021-22, a number of fairly respected economists think that India will be stuck to a 4-6% growth range for quite some years ... this is bad news
3/n This is bad news because as many people have pointed out, we are entering a situation where even a 10% growth will not add enough jobs to satisfy the number of people joining the job market every year
Read 10 tweets

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