Neel's Daily

Governments are waking up to AI — and the regulatory battles being fought right now will shape the industry for decades. Today: The EU AI Act — what it actually says and why Silicon Valley is furious · The US approach — voluntary commitments, wisdom or naivety? · China's tight control model · The copyright war — why every major AI company is being sued · India's regulatory opportunity and how to g...

Not everything has to be about AI. Sometimes the most useful business knowledge comes from stories nobody bothers to explain properly. Today: Why Costco's model is a masterclass every MBA gets wrong · The creator economy's dirty secret — 96% earn below minimum wage · The luxury paradox — why Hermès raises prices during recessions · The private equity playbook — what PE firms actually do to...

Anthropic raised $7.3 billion. OpenAI is valued at $157 billion. xAI closed $24 billion. Are these numbers justified — or is this 1999 all over again? Today: The scale of AI investment in context · How VC logic works in an arms race · Why Nvidia, Azure, and AWS are the real winners regardless of which AI model wins · Where the next billion-dollar companies will be built · The honest bubble questio...

Interest rates, inflation, the US debt situation, China's slowdown, India's moment — it's all connected. Here's the mental model. Today: Why the last two years in global markets have been historically unusual · The US economy under the hood · China's property crisis and deflation risk · Why India is being called the next growth engine — what's real and what's hype · How macro shapes client decisio...

Chatbots were just the beginning. The real shift is AI that takes actions — and it's already here. Today: What an AI agent actually is, walked through step by step · AutoGPT, LangChain, CrewAI — what worked and what didn't · Anthropic's Model Context Protocol and why it matters · What a knowledge worker's day looks like when agents can use computers. This is the episode that change...

McKinsey, BCG, and Bain have survived every technological shift for 50 years. This one might be different. Today: What consultants do that AI can now do · What the big firms are really doing with AI internally (not the PR version) · What AI genuinely cannot replace · What market research looks like in 2 years — the skills that survive and the ones that don't. Your moat is the question. This ep...

You've heard about AI. You've used ChatGPT. But do you actually know what's happening under the hood? Today: The 2017 Google paper that changed everything · Tokens, embeddings, and attention explained with analogies that stick · Why AI hallucination isn't a bug — it's fundamental to how these systems work · What actually changed between GPT-3, GPT-4, Claude, and Gemini. After t...

The most important geopolitical story of our lifetime is playing out right now — and most coverage misses the real stakes. Today: Why Taiwan holds the fate of global AI development · How NVIDIA chips became a geopolitical weapon · What China has actually built with DeepSeek and ERNIE · Where India sits in the middle of all this and the opportunity nobody talks about. Part of Neel's Daily Seaso...

Something extraordinary is happening in technology right now — and most people don't fully understand what it is yet. Today: The three labs racing to build AI (OpenAI, Anthropic, Google) and the boardroom drama behind each · Why Microsoft's bet on OpenAI is one of the smartest moves in tech history · What large language models actually are, explained without jargon · The honest picture of...