Real consumer insight does not sit in market reports. It lives in everyday behaviour. I have always believed that if you want to understand the Indian consumer, you must walk the aisles, visit the kirana stores, and spend time in homes. The questions are simple: why did they choose this brand, what made them switch, what are their latest unsatisfied needs, what habit stopped them from trying something new. The answers are rarely written down. They are observed in the pauses, the hesitations, the way a hand reaches for one pack over another. India is a mosaic of markets. What sells in Chennai might fail in Chandigarh. A message that resonates in Delhi could fall flat in a tier-three town. Income, culture, and even climate shape choices. Unless you immerse yourself in these realities, your strategy risks being built on assumptions. The sharper your consumer insight, the stronger your competitive edge. Do not delegate consumer understanding to agencies or reports. Make it a personal discipline. Sit with retailers, shadow buyers, watch the trade. The real breakthroughs are found not in a meeting agenda, but in how people actually live, shop, and decide. #leadership #entrepreneurship #consumer #mindset
Innovation
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AI Product Management AI Product Management is evolving rapidly. The growth of generative AI and AI-based developer tools has created numerous opportunities to build AI applications. This is making it possible to build new kinds of things, which in turn is driving shifts in best practices in product management — the discipline of defining what to build to serve users — because what is possible to build has shifted. In this post, I’ll share some best practices I have noticed. Use concrete examples to specify AI products. Starting with a concrete idea helps teams gain speed. If a product manager (PM) proposes to build “a chatbot to answer banking inquiries that relate to user accounts,” this is a vague specification that leaves much to the imagination. For instance, should the chatbot answer questions only about account balances or also about interest rates, processes for initiating a wire transfer, and so on? But if the PM writes out a number (say, between 10 and 50) of concrete examples of conversations they’d like a chatbot to execute, the scope of their proposal becomes much clearer. Just as a machine learning algorithm needs training examples to learn from, an AI product development team needs concrete examples of what we want an AI system to do. In other words, the data is your PRD (product requirements document)! In a similar vein, if someone requests “a vision system to detect pedestrians outside our store,” it’s hard for a developer to understand the boundary conditions. Is the system expected to work at night? What is the range of permissible camera angles? Is it expected to detect pedestrians who appear in the image even though they’re 100m away? But if the PM collects a handful of pictures and annotates them with the desired output, the meaning of “detect pedestrians” becomes concrete. An engineer can assess if the specification is technically feasible and if so, build toward it. Initially, the data might be obtained via a one-off, scrappy process, such as the PM walking around taking pictures and annotating them. Eventually, the data mix will shift to real-word data collected by a system running in production. Using examples (such as inputs and desired outputs) to specify a product has been helpful for many years, but the explosion of possible AI applications is creating a need for more product managers to learn this practice. Assess technical feasibility of LLM-based applications by prompting. When a PM scopes out a potential AI application, whether the application can actually be built — that is, its technical feasibility — is a key criterion in deciding what to do next. For many ideas for LLM-based applications, it’s increasingly possible for a PM, who might not be a software engineer, to try prompting — or write just small amounts of code — to get an initial sense of feasibility. [Reached length limit. Full text: https://lnkd.in/gYY-hvHh ]
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Data Integration Revolution: ETL, ELT, Reverse ETL, and the AI Paradigm Shift In recents years, we've witnessed a seismic shift in how we handle data integration. Let's break down this evolution and explore where AI is taking us: 1. ETL: The Reliable Workhorse Extract, Transform, Load - the backbone of data integration for decades. Why it's still relevant: • Critical for complex transformations and data cleansing • Essential for compliance (GDPR, CCPA) - scrubbing sensitive data pre-warehouse • Often the go-to for legacy system integration 2. ELT: The Cloud-Era Innovator Extract, Load, Transform - born from the cloud revolution. Key advantages: • Preserves data granularity - transform only what you need, when you need it • Leverages cheap cloud storage and powerful cloud compute • Enables agile analytics - transform data on-the-fly for various use cases Personal experience: Migrating a financial services data pipeline from ETL to ELT cut processing time by 60% and opened up new analytics possibilities. 3. Reverse ETL: The Insights Activator The missing link in many data strategies. Why it's game-changing: • Operationalizes data insights - pushes warehouse data to front-line tools • Enables data democracy - right data, right place, right time • Closes the analytics loop - from raw data to actionable intelligence Use case: E-commerce company using Reverse ETL to sync customer segments from their data warehouse directly to their marketing platforms, supercharging personalization. 4. AI: The Force Multiplier AI isn't just enhancing these processes; it's redefining them: • Automated data discovery and mapping • Intelligent data quality management and anomaly detection • Self-optimizing data pipelines • Predictive maintenance and capacity planning Emerging trend: AI-driven data fabric architectures that dynamically integrate and manage data across complex environments. The Pragmatic Approach: In reality, most organizations need a mix of these approaches. The key is knowing when to use each: • ETL for sensitive data and complex transformations • ELT for large-scale, cloud-based analytics • Reverse ETL for activating insights in operational systems AI should be seen as an enabler across all these processes, not a replacement. Looking Ahead: The future of data integration lies in seamless, AI-driven orchestration of these techniques, creating a unified data fabric that adapts to business needs in real-time. How are you balancing these approaches in your data stack? What challenges are you facing in adopting AI-driven data integration?
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AI is becoming a make-or-break factor for banks. But success will not depend on their ability to offer #AI, but on their competence in integrating it. Let’s take a look. Banking is forecasted to feel the biggest impact from generative AI among sectors and industries as a percentage of their revenues with the additional value calculated between $200 bn and $340 bn annually (source: McKinsey). But why is the impact so powerful? One of the main reasons is because the abrupt surge of gen AI is exponentially increasing the speed with which #banking is being transformed. That is not to say that the transformation has started with or due to AI. On the contrary: during the past 10 to 15 years banking was already in the middle of transforming from a human-based, relationship-first industry to a more automated and technology-driven business following the #fintech revolution and the ascend of nimbler and more innovative competitors. But AI now does 2 things: — It brings the transition to a new level, across 3 dimensions: speed, outcome and impact. — It turbo-charges one of the biggest challenges in modern FS: the combination of AI and data that brings under the same roof two inherently opposing forces: mass and customization. In other words, AI seems to find a credible answer to achieving hyper-personalization. In a recent report Deloitte has provided realistic examples on how this is done across both cost efficiency and income growth: Cost efficiency: — Workforce acceleration efficiencies across the board: 0–15% of total staff cost — IT development and maintenance acceleration: 10–20% of IT staff cost — Improved credit-risk assessment leading to 10-15% savings in impairment charges — Improved FinCrime/fraud detection reducing litigation/redress charges and fraud losses Income growth: — Next generation market analysis / predictive trading algorithms: 5–7% uplift on trading income — Improved customer retention: 1–2% uplift on fees & commissions — Improved customer acquisition through hyper-personalised marketing: 5-10% uplift from interest income and fees & commissions — Tailored loan pricing based on credit risk assessment: 2–3% increase on net interest income Despite all the excitement around these estimated benefits, success will not be a walk in the park. It will depend on the banks’ ability to integrate AI in a seamless way into their day-to-day operations. Going forward AI will be re-writing much of the scenarios and use cases of the banking value chain. That doesn’t necessarily mean that they will all be different, but most will certainly be enhanced with impact spanning both across the back-end and the front-end. Given that resources are limited, one of the main challenges will be how to identify the ones to focus on. Factors such as #strategy, potential impact and a match with the existing skillset should be guiding the selection process. Opinions: my own, Graphic source and use cases: Deloitte
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Exciting updates on Project GR00T! We discover a systematic way to scale up robot data, tackling the most painful pain point in robotics. The idea is simple: human collects demonstration on a real robot, and we multiply that data 1000x or more in simulation. Let’s break it down: 1. We use Apple Vision Pro (yes!!) to give the human operator first person control of the humanoid. Vision Pro parses human hand pose and retargets the motion to the robot hand, all in real time. From the human’s point of view, they are immersed in another body like the Avatar. Teleoperation is slow and time-consuming, but we can afford to collect a small amount of data. 2. We use RoboCasa, a generative simulation framework, to multiply the demonstration data by varying the visual appearance and layout of the environment. In Jensen’s keynote video below, the humanoid is now placing the cup in hundreds of kitchens with a huge diversity of textures, furniture, and object placement. We only have 1 physical kitchen at the GEAR Lab in NVIDIA HQ, but we can conjure up infinite ones in simulation. 3. Finally, we apply MimicGen, a technique to multiply the above data even more by varying the *motion* of the robot. MimicGen generates vast number of new action trajectories based on the original human data, and filters out failed ones (e.g. those that drop the cup) to form a much larger dataset. To sum up, given 1 human trajectory with Vision Pro -> RoboCasa produces N (varying visuals) -> MimicGen further augments to NxM (varying motions). This is the way to trade compute for expensive human data by GPU-accelerated simulation. A while ago, I mentioned that teleoperation is fundamentally not scalable, because we are always limited by 24 hrs/robot/day in the world of atoms. Our new GR00T synthetic data pipeline breaks this barrier in the world of bits. Scaling has been so much fun for LLMs, and it's finally our turn to have fun in robotics! We are creating tools to enable everyone in the ecosystem to scale up with us: - RoboCasa: our generative simulation framework (Yuke Zhu). It's fully open-source! Here you go: http://robocasa.ai - MimicGen: our generative action framework (Ajay Mandlekar). The code is open-source for robot arms, but we will have another version for humanoid and 5-finger hands: https://lnkd.in/gsRArQXy - We are building a state-of-the-art Apple Vision Pro -> humanoid robot "Avatar" stack. Xiaolong Wang group’s open-source libraries laid the foundation: https://lnkd.in/gUYye7yt - Watch Jensen's keynote yesterday. He cannot hide his excitement about Project GR00T and robot foundation models! https://lnkd.in/g3hZteCG Finally, GEAR lab is hiring! We want the best roboticists in the world to join us on this moon-landing mission to solve physical AGI: https://lnkd.in/gTancpNK
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Should you try Google’s famous “20% time” experiment to encourage innovation? We tried this at Duolingo years ago. It didn’t work. It wasn’t enough time for people to start meaningful projects, and very few people took advantage of it because the framework was pretty vague. I knew there had to be other ways to drive innovation at the company. So, here are 3 other initiatives we’ve tried, what we’ve learned from each, and what we're going to try next. 💡 Innovation Awards: Annual recognition for those who move the needle with boundary-pushing projects. The upside: These awards make our commitment to innovation clear, and offer a well-deserved incentive to those who have done remarkable work. The downside: It’s given to individuals, but we want to incentivize team work. What’s more, it’s not necessarily a framework for coming up with the next big thing. 💻 Hackathon: This is a good framework, and lots of companies do it. Everyone (not just engineers) can take two days to collaborate on and present anything that excites them, as long as it advances our mission or addresses a key business need. The upside: Some of our biggest features grew out of hackathon projects, from the Duolingo English Test (born at our first hackathon in 2013) to our avatar builder. The downside: Other than the time/resource constraint, projects rarely align with our current priorities. The ones that take off hit the elusive combo of right time + a problem that no other team could tackle. 💥 Special Projects: Knowing that ideal equation, we started a new program for fostering innovation, playfully dubbed DARPA (Duolingo Advanced Research Project Agency). The idea: anyone can pitch an idea at any time. If they get consensus on it and if it’s not in the purview of another team, a cross-functional group is formed to bring the project to fruition. The most creative work tends to happen when a problem is not in the clear purview of a particular team; this program creates a path for bringing these kinds of interdisciplinary ideas to life. Our Duo and Lily mascot suits (featured often on our social accounts) came from this, as did our Duo plushie and the merch store. (And if this photo doesn't show why we needed to innovate for new suits, I don't know what will!) The biggest challenge: figuring out how to transition ownership of a successful project after the strike team’s work is done. 👀 What’s next? We’re working on a program that proactively identifies big picture, unassigned problems that we haven’t figured out yet and then incentivizes people to create proposals for solving them. How that will work is still to be determined, but we know there is a lot of fertile ground for it to take root. How does your company create an environment of creativity that encourages true innovation? I'm interested to hear what's worked for you, so please feel free to share in the comments! #duolingo #innovation #hackathon #creativity #bigideas
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What happens to a renewables-powered grid when El Niño changes the weather? With update from NOAA: National Oceanic & Atmospheric Administration's Climate Prediction Center, this question is no longer hypothetical. The ENSO Alert System is on El Niño Watch, and the numbers have tightened sharply: 🌡️ 82% chance of El Niño emerging in May–July 2026 🌡️ 96% chance of El Niño continuing through December 2026–February 2027 🌡️ Equatorial subsurface temperatures in the Pacific have risen for six consecutive months Peak strength remains uncertain, but the direction of travel is clear. El Niño doesn't just warm the Pacific. It redistributes rainfall, shifts wind patterns and alters solar radiation across continents. For an electricity system increasingly built on weather-dependent generation, that has direct, measurable consequences: ⚡ Hydropower under stress. During the 2023–2024 El Niño, the Kariba Dam — which powers most of Zambia and Zimbabwe — saw output collapse as the reservoir hit record lows. In Colombia, 80%+ hydro-dependent, even mild El Niño years have reduced reservoir inflows by ~14%. Sudan and Namibia also saw sharp drops in hydropower availability. ⚡ Wind and solar shift, not stop. Wind speeds weaken across parts of South Asia and the Caribbean during El Niño; solar radiation increases in some drought-affected regions and decreases under shifted monsoon patterns elsewhere. The pattern is regional, not uniform — which is why granular forecasts matter. ⚡ Demand spikes. Hotter conditions surge cooling demand across South and Southeast Asia, Central America and the southern US, often at exactly the moment when supply is squeezed. The WMO–IRENA 2024 Year in Review shows that ECMWF seasonal forecasts can now successfully anticipate regional anomalies in solar energy potential and electricity demand months in advance. That is a genuine operational breakthrough for grid planners, traders and policymakers. https://lnkd.in/epwvHkhY Research on Latin America has shown that strategically combining wind, solar and hydro — exploiting their natural geographic and temporal complementarity — can reduce renewable power variability by up to 65% and increase the minimum monthly threshold of available renewable power by up to 5x, including during El Niño droughts. This is where World Meteorological Organization's energy-meteorological services meet energy security. And it is exactly the kind of work that will define whether the clean energy transition holds up under the stress tests climate change keeps sending its way. NOAA CPC ENSO Diagnostic Discussion (14 May 2026): https://lnkd.in/ez4REFDT
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When Mary Barra took over GM's HR department, she found a 10-page dress code policy. She replaced all 10 pages with just two words: "Dress appropriately." The HR team panicked. A senior director sent an angry email demanding more detailed rules. But Barra held firm. When the director called to complain that his team wore jeans to government meetings, she didn't cave. Instead, she told him: "Have a conversation with your team." Two weeks later, he called back excited. His team had solved it themselves...they'd keep dress pants in their lockers for important meetings. Here's what happened across GM: 1. Managers started making decisions instead of following rulebooks 2. Employee engagement improved as people felt trusted 3. Bureaucracy dropped as leaders focused on outcomes, not compliance Barra realized: "If they can't handle 'dress appropriately,' what other judgment decisions are they not making?" She built a culture where thinking mattered more than rule-following. Most companies write longer policies to avoid problems. Mary wrote shorter ones to create leaders.
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Robots are starting to reshape the installation of solar panels. Chinese company Leapting recently rolled out its AI-controlled robot in Australia for its first commercial deployment — installing 10,000 panels at Neoen’s Culcairn solar farm in NSW. It makes a lot of sense. The largest solar farms have over a million panels, each weighing around 30 kg and requiring 3-4 people to handle. This translates to an installation rate of about 100 panels per 8-hour day. By comparison, Leapting says its robot can install 3-5x as many, at an average rate of 60 modules an hour. As well as the sheer scale of the work involved, large scale solar farms are often located in remote areas with harsh construction environments and strong sunlight, not to mention the heat in countries like Australia. Leapting hopes the use of robots will help address worker shortages and reduce the amount of downtime due to injury. The robot itself consists of a 2.5m high robotic arm mounted on a self-guided and self-propelled crawler. It has its own navigation system, uses visual recognition to adapt to different terrain, and multimodal sensors ensure each panel goes in the right place. Next up, Leapting will deploy this robot and several others to another solar farm in Australia, where together they will install half a million panels. And Leapting isn’t alone — many other companies are exploring the use of robots to speed up solar module installations. Expect to see a lot more of this in the coming years. Video credit: Leapting #energy #renewables #energytransition
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Right now, every CEO is wondering the same thing: “How can artificial intelligence help maximize our impact?” Delivering on the promise of AI isn’t just good business, it has the potential to help us address some of society’s most pressing challenges. So today, I wanted to offer a closer look at how AI is helping us discover new medicines at Novartis. The process of identifying a new drug, running patient clinical trials, and bringing it to market takes over a decade. Each new medicine costs on average $2 billion to develop, and we know nearly 9 in 10 of the treatments we work on will fail before they ever reach patients. A major early step in that process is identifying individual targets in the body that we want to design a drug for. Once we identify that target, which most commonly is a protein, we look for molecules that might address the target’s underlying issue – ultimately those molecule structures form the basis for every successful treatment. Unlocking the right protein and molecular structures is complex stuff – each step often takes years to get right and our scientists consider billions of potential chemical structures that might lead to effective and safe drug candidates. AI offers us the chance to accelerate that process. Working with partners at Isomorphic Labs – including members of the Google DeepMind team that were awarded the Nobel Prize this year – we’re now able to do things like model how a protein folds and interacts with the molecules we design. AI models also make it possible for us to analyze different chemical structures simultaneously. It has the potential to add up to significant time savings for our drug development scientists and their work to predict what molecules might treat specific diseases better and faster. We’re just at the beginning of what this technology can do. As we incorporate AI throughout Novartis’ work, I’m excited to see all the ways it helps us unlock the mysteries of human biology, so we can deliver better medicines that improve and extend patients’ lives.
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