4/10/2025
Some information and papers related to the seminar
(4/9/2025) 許志華 (The original speaker needs to take care of emergency affairs.)
- Dimitris Bertsimas and Michael Lingzhi Li, Scalable holistic linear regression, Operations Research Letters, Volume 48, Issue 3, May 2020, Pages 203-208.
- We could not reproduce their results in the paper, so I asked Prof. Li for his code. He told me he finished the paper as a course project (MIT style?!😂), and the codes were stored on another obsolete hard drive.
1/26/2025
價值戰爭
作者：朱敬一/ 羅昌發/ 李柏青/ 林建志，譯者：許瑞宋，價值戰爭: 極權中國與民主陣營的終極經濟衝突，衛城出版，2023
美中經濟衝突的根源是什麼？
經貿往來為什麼無法造就民主國家與專制國家的穩定合作？
何以市場理性無法擱置自由與集權的對峙？
10/17/2024
2024年諾貝爾經濟學獎
上週得知前述文章，預定發文時間後，Daron Acemoglu 得獎。
2024年諾貝爾經濟學獎，由美國麻省理工學院（MIT）教授艾塞默魯（Daron Acemoglu）、強生（Simon Johnson），以及美國芝加哥大學教授羅賓森（James A. Robinson）共享殊榮。
10/16/2024
Daron Acemoglu is not having all this AI hype
Robin Wigglesworth, Daron Acemoglu is not having all this AI hype, Financial Times, May 28 2024.
Who is Daron Acemoglu? 246,645 Citations so far!
10/11/2024
美國商學院強大的原因
張忠謀在清華大學的演講提到了「台灣理工科與美國相差不大，但商學院卻比美國差很多」。就某方面來說，台灣的商學院其實不算太差，但是跟台灣的理工學院在國際間的等級相比，商學院真的很差。或許我們應該要先問的是，商學院是什麼？...
9/22/2024
9/04/2024
5/18/2024
Chip War (晶片戰爭)
Chris Miller, Chip War : The Fight for the World’s Most Critical Technology, Scribner, 2022.
洪慧芳譯，晶片戰爭：矽時代的新賽局，解析地緣政治下全球最關鍵科技的創新、商業模式與台灣的未來，天下雜誌，2023
3/18/2024
1/19/2024
How to Avoid a Climate Disaster (如何避免氣候災難)
Bill Gates, How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need, Random House, February 23, 2021.
3/10/2023
台灣經濟史四百年
本書講述台灣經濟400年的故事，我所選擇的議題主要是以往我曾經做過研究的。毫無疑問，400年來還有很多重要的議題，但限於我個人的能力有限，本書並沒有講到。例如，晚清到日治初期的高山原住民，晚清的茶業發展，閩南人與客家人在經濟發展中的角色，日治時期在台日本人的發展，戰後的土地改革，黨國資本主義等。我期待未來有人能從經濟的角度，把這些故事寫出來。
2/01/2023
Generalized Synthetic Control for TestOps at ABI
Luis Costa, Vivek F. Farias, Patricio Foncea, Jingyuan (Donna) Gan, Ayush Garg, Ivo Rosa Montenegro, Kumarjit Pathak, Tianyi Peng, and Dusan Popovic, Generalized Synthetic Control for TestOps at ABI: Models, Algorithms, and Infrastructure, To appear in INFORMS Journal on Applied Analytics (Winner, Daniel H. Wagner Prize 2022)
We describe a novel optimization-based approach– Generalized Synthetic Control (GSC)– to learning from experiments conducted in the world of physical retail. GSC solves a long-standing problem of learning from physical retail experiments when treatment effects are small, the environment is highly noisy and non-stationary, and interference and adherence problems are commonplace. The use of GSC has been shown to yield an approximately 100x increase in power relative to typical inferential methods and forms the basis of a new large-scale testing platform: ‘TestOps’. TestOps was developed and has been broadly implemented as part of a collaboration between Anheuser Busch Inbev (ABI) and an MIT team of operations researchers and data engineers. TestOps currently runs physical experiments impacting approximately 135M USD in revenue every month and routinely identifies innovations that result in a 1-2% increase in sales volume. The vast majority of these innovations would have remained unidentified absent our novel approach to inference: prior to our implementation, statistically significant conclusions could be drawn on only ∼ 6% of all experiments; a fraction that has now increased by over an order of magnitude.
12/05/2022
The Impacts of Technological Invention on Economic Growth
A Reamer, The impacts of technological invention on economic growth–a review of the literature, The George Washington Institute of Public Policy, 2014.
11/19/2022
Robust and Adaptive Optimization
Dimitris Bertsimas and Dick Den Hertog, Robust and Adaptive Optimization, Dynamic Ideas, 2022.
The purpose of this book is to provide a unified, insightful, and original treatment of robust and adaptive optimization.
7/08/2022
6/27/2022
Bloated inventories hit Walmart, Target and other retailers’ profits, trucking demand
Mark Solomon, Bloated inventories hit Walmart, Target, and other retailers’ profits, trucking demand, FreightWaves, May 20, 2022.
However, furniture, home furnishings and appliances, building materials and garden equipment, and a category known as “other general merchandise,” which includes Walmart and Target, among others, reported higher inventory-to-sales ratios, according to government data analyzed by Michigan State.
