Blog

  • Coding Automation

    Across the startup ecosystem, coding automation is on a superfast track. The automation levels are to the extent of 15-50 per cent. The future target by the end of 2025 is between 40-85 per cent.

    Coding automation has become a strategic priority. Startups use generative AI tools to reimagine the way the software is written, tested and deployed. These startups are e-commerce, fintech to SaaS startups. The engineering teams are freed up for higher-value innovation.

    InMobi, ad tech firm, has automated 50 per cent of its software coding. It is targeting 80 per cent automation by the end of 2025. Udaan, e-commerce platform, automated 90 per cent front-end and 50 per cent backend systems. LeadSquared, SaaS unicorn, has integrated AI tools such as GitHub Copilot and Claude code to automate routine coding tasks. It embeds generative AI throughout its software development cycle. Gupshup has automated 35 per cent of its coding workflows. Co-Rover has reached 40 per cent automation.

    The goal is not to replace human developers. Instead, automation is being deployed to eliminate repetitive, low-value tasks so that engineers can focus on critical thinking, user experience, and system optimization.

  • Controlling AGI

    DeepMind, Google has published a paper which predicts the arrival of artificial general intelligence (AGI) by 2030. This paper is a 145-page document and is co-authored by Stane Legg. It points out the risks that AI could pose. These risks are put into four categories — misuse, misalignment, mistakes and structural risks. The first two risks are elaborated in the paper, while the last two risks have not been discussed in detail.

    Misuse may refer to a user asking the model to fabricate a virus. The developers must develop safety protocols to prevent this. The system’s capabilities should be restricted to comply with such misuse.

    If the system pursues a goal that is difference from human intentions, it is called misalignment. It is just like terminator movie. You ask the model to book the movie tickets, and it hacks into the ticketing system. It surpasses the safety measures. This is misalignment.

    Mistakes can be mitigated. It is to be seen how they can be mitigated. The system should not be made very powerful. It should be deployed slowly.

    Structural risks refer to the consequences of multi-agent system which spew out false information that sounds so convincing.

    We should discuss potential ways AGI could harm beings before deploying it.

  • US Tariff Disruption

    Global trade order has been disrupted by the US tariff assault. America was committed to free markets, and the irony is that it is disrupting the trade order. Of course, it has been triggered by a widening trade deficit with the rest of the world — yearly $ 1.2 trillion. It has devastated the industrial base of the US in the last half a century. However, the additional tariffs are not confined to the countries which run trade deficits. There is no positive discrimination. It is a protectionist policy for the US industry. It could do damage to the US industry as well. US could face recession over the next year or so. It could face stagflation.

    The tariffs seem to have been computed by an obscure formula linked to trade deficits. Trump clarifies that its tariff could be contained if countries take steps to increase market access for the US firms. There could be tariff wars and a reorganization of world trade order.

    India faces 27 per cent tariff on its exports to the US. It will be added to the extant average US tariff at 3.3 per cent. Product-wise duties on Indian exports could be higher in a few cases. The extra imposts on India are lower than many at India’s key Asian competitors. It is comforting for India that pharmaceuticals and semiconductors are exempt from reciprocal levies.

    India now must negotiate with US bilateral trade agreement in a mutually beneficial manner. Along with this, there should be domestic reforms to boost productivity. India in short-term may lose in labor-intensive sectors such as sea road, gems and jewellery . However, India could gain in textiles which is equally labour intensive. India could have advantage in electronics. The US is not in favour of non-tariff barriers to trade. India must exercise caution here. India can consider legitimate concerns of domestic industry, but these should not come in the way of business practices.

  • LeCun and AI

    LeCun was born in France in 1960 and has been fascinated with AI since an early age. At the age of 9, he saw A Space Odyssey and that made him fond of space travel, AI and human intelligence. He learnt at young age that intelligence is self-organizing — complex behavior emerges from the interactions of simple elements.

    LeCun started his professional work in 1980s. Neural networks then had fallen out of favour. There were limitations of ‘perceptrons’, some of the early neural networks, first pioneered in 1950s.

    The field of AI shifted to symbolic and rule-based systems. The field was revived by people not obsessed by history. They established a connection between statical physics, theoretical neuroscience and neural nets.

    He did his PhD work in Pierre University in mid-1980s.

    He developed the renowned backpropagation algorithm — his first contribution to neural networks. Here the network learns based upon errors detected in its output. These are ‘backpropagated’ through the network to adjust internals weights. It improves accuracy. It has now become an established technique to train the network. He completed his doctorate in 1987.

    He joined the Univrsity of Toronto for post-doctoral fellowship under Geoffrey Hinton. A year later he joined Bell Labs. He contributed to the development of CNN — convolutional neural networks. CNNs scan images. They detect features like edges, textures and shapes. They detect these irrespective of where they are in the visual field. It improves computer vision (CV). It revolutionized handwriting recognition, cheque clearing and facial recognition. It helped medical imaging, autonomous vehicle perception and AR.

    He also had stints at AT&T and NEC. LeCun later joined New York Univrsity in 2003. He still serves as Silver Professor. He was recruited by Zuckerberg for Facebook in 2013 and is currently Chief AI Scientist.

    LLMs have limitations. They are just token generators and do compute of fixed amount to generate a token. It is a reactive system. It is an intuitive system. The slower, deliberate reasoning system of human brain is another system. It is easier to teach AI systems higher order skills, say chess playing and clearing tests — cortical based reasoning skills come much later. These require more cognitive effort. This is called Moravec’s paradox. The machines act exactly in reverse direction. LLMs master higher order skills, say NLP. But they lack foundational abilities. The real world is messy and continuous. Humans process more data than AI systems.

    LeCun is pioneering an alternative approach Joint Embedding Predictive Architecture (JEPA) that mimic that physical world on visual output. The predictions do not happen in the space of raw sensory inputs. They happen in abstract representational space. In another V-JEPA or video JEPA model, LeCun’s team trained a system to complete partially occluded videos.

    LLMs are probabilistic while predicting next token. LeCun’s system learn to represent the world at multiple levels of abstraction and predicts how these representations evolve under different conditions.

  • Larry Ellison, the Media Magnate

    Larry Ellison co-founded Oracle and has a net worth of $175 billion. He has built a Japanese style imperial villa costing $ 200 million near Palo Alto, California. He owns the largest Hawaiian island. He has married and divorced several times.

    He purchased a 22-acre estate in Florida near Palm Beach. The price he paid was $173 million. He invested in Twitter too when Musk bought it.

    He is now 80. He surrounds himself with beautiful things. He is expanding his corporate empire too. Oracle emerged as a possible bidder for TikTok, the video app of the Chinese company ByteDance. The company has either to divest or be banned in the US. It has an April deadline. Oracle has minority stake in TikTok. His son David bids for Hollywood studio Paramount.

    Ellison is a part of AI infrastructure project Stargate.

  • Low Valuation of Aston Martin

    Aston Martin Lagonda is the British luxury car maker. Despite its strong brand heritage and high-performance vehicles, it has struggled with low valuations — roughly pounds 650 million or $841 million.

    There were capital infusions from investors, and still Aston is burdened with debt. It has restructured itself repeatedly. It has gone bankrupt seven times in its 112 years history. It has burned cash since its IPO in 2018. There is mismatch between supply and demand, and this has led to a surfeit inventory of vehicles at dealerships. It sold 6000 vehicles last year (2024) and had pre-tax losses of pounds 296 million.

    There were launch delays for new models. Production has been impaired by shortages. Its sports utility vehicle DBX has not been received with warmth.

    It has slashed its car sales forecast by 1000 units. The US market too may deal a tariff blow on the company.

    It cannot raise the prices of its models as easily as Ferrari. Its CEO Adrian Halmark, a former Bentley executive, is well-respected. He strikes the right notes. He has to deliver a supercar model with good value on schedule. It all depends on the demand for the new model.

    Aston is selling its minority stake in Formula One team that bears its name.

    In automobile industry, you get valuation on achieving high margins and sales growth quarter after quarter. Aston’s market capitalisation is barely 1 per cent of rival Ferrari. Aston Martin has to show the required discipline.

  • Ghibli Trend

    In mid-2024, OpenAI introduced a multi-modal GPT-4-o which can generate text, images and audio. It is an improvement over the previous system such as DALL-E3. It handles more complex requests with great accuracy. The prompts are translated into art and the model is capable of mimicking distinct art styles with great fidelity.

    Over the concluding week of March 2024 and early April 2024, the model mimics the signature animation style by studio Ghibli, Inc. — a Japanese studio based in Koganei, Tokyo. Users have been tinkering with the model to test its capabilities. They realized that the AI tool has the ability to recreate Studio Ghibli’s hand-drawn art style. The internet is flooded with Ghibli-style user selfies. Ordinary objects such as cell phones, pictures of people with their pets, the fall of twin towers in 2001 — all these appear on internet. Even Sam Altman’s profile picture was converted on OpenAI into a Ghibli version.

    The OpenAI model experienced outrages due to massive surge in traffic with users trying to create Ghibli-esque images.

    There has been a huge debate on creativity, consent and artistic integrity. Perhaps, OpenAI model has been unfairly trained upon the copyrighted material and devalues the creative product of artists. It is all done without permission.

    Besides this, sensitive subjects are reduced to cozy art.

    AI models trained on private photos without consent can be misused. These can reveal metadata, location details and others sensitive information.

  • Ghibli Becomes Ubiquitous

    OpenAI’s new image creation tool converted images into the style of the Japanese animation studio, and suddenly the family photos were rendered into Ghibli style. Of course, GPT-4-o can render images into other styles but there was demand for Ghibli and soon everything was Ghiblified. It was a cozy world. It made mundane magical.

    There is juxtaposition of dreamlike Ghibli world and real-life horrors, say JFK assassination. Sam Ataman, OpenAI CEO, changed his profile picture to a cartoon version. The White House tweeted a picture of Ghibli President Donald Trump slapping handcuffs on a fentanyl dealer. There is some backlash from artists — people use the tool rather than a human artist.

    AI art can be used for good or evil. The White House tweet was tasteless. However, it can also entertain many. Even Studio Ghibli released a full 3-D animated movie in 2020, directed by Miyazaki’s son Goro. Computer animation expands our ability to turn vision into reality. Studios such as Pixar have imbued soul into computer animation.

    There are grey areas. Art style cannot be copyrighted. Japanese laws around AI scraping are highly permissive. The whole episode is free advertising for the Studio. In any case, the tech is not going back in the box. It has implications for artists and animators. Creative works are too not uniquely protected.

    Technological change stirs us. The world is full of uncertainty that makes us look at Ghibli. It is a simple and comforting world.

  • Miyazaki and Studio Ghibli

    OpenAI has introduced a ChatGPT version that produces AI-generated art. It is called GPT-4-o model. Across the world, AI has been used to adapt images to the peculiar style developed by Japanese animator Hayao Miyazaki. There are many who see this as an assault on the creative process.

    Miyazaki was born in Tokyo in 1941. He took to Manga, distinct comic style of Japanese comics and graphic novels. After graduation, he started his career as an animator in 1963.

    He is associated with long-running comic series in the 1970s before co-founding studio Ghibli in 1985. Miyazaki directed many films produced by the Studio.

    Studio Ghibli developed a distinctive aesthetics — vivid details, rich colours, daily objects, dreamlike characters. These are hand-painted drawings and are made without any digital assistance. These sketches represent the labour of a human illustrator, using a tool like a pencil.

    Miyazaki never admired AI-generated art.

    Studio Ghibli’s stories are a mix of mundane and fantasy. The characters are complex. They oscillate between the good and evil. The recurring themes is pacifism, since Miyazaki was born in a post-World War ll Japan.

    Another common theme is environmentalism. He is concerned about nature being destroyed. His stories tell about the relationship between humans and nature.

    Miyazaki is known for his treatment of female characters. Many stories tell us about coming-of-age stories of the girls. While doing so, there is no sexualization or fluff. His female protagonists are strong-willed.

    Spirited Away (2001) won the Academy Award for Best Animated feature. Another Miyazaki film The Boy and The Heron (2023) too won the Academy Award for Best Animated Feature.

  • Silencing of US Broadcasting Abroad

    Radio broadcasting for international audiences is done by host countries for countries around the world. The idea is to provide news and the country’s perspective in different languages.

    The US broadcast was overseen by the United States Agency for Global Media (USAGM). It managed Voice of America (VoA), Radio Free Europe, Radio Liberty and Radio Free Asia.

    Earlier in March 2025, the White House issued an executive order effectively closing the USAGM.

    VoA was setup in 1942 to broadcast American views and counter Nazi propaganda during World War ll (1939-45). It was the voice of American freedom and democracy in Asia, Africa and Latin America. It had bureaus in countries around the world. The estimated audience was 354 million people. It was distributed by satellite, cable, FM and MW. It had a network of 3500 affiliate stations.

    Radio Free Europe (RFE) and Radio Liberty (RL) were founded during the cold war in 1949 and 1951 respectively to reach American viewpoint to listeners in the Soviet Union and its satellite states. Since mid-1990s, RFE/RL has been based in Prague and broadcasts to almost two dozen countries in Eastern Europe, Central Asia and the Middle East.

    RFA started Mandarin language service in 1996. It is a crucial source of news and has an audience of around 60 million.

    VoA and RFA had annual budgets of $267.5 million and $63 million respectively.

    The staff has been put on unpaid leave.

    RFE is looking to Europe as a possible source of funding.