Archive - Tanay’s Newsletter

Observations from the 2024 Enterprise Tech 30

A few observations from the latest Wing Enterprise Tech 30 list

Apr 9 •

March 2024

Section 174 and its Impact on Tech Startups

On Expensing vs Amortizing R&D for Taxes

Mar 20 •

February 2024

Reddit S-1 Breakdown

On community and engagement, revenue and profitability, data and AI, and meme stocks

Feb 27 •

AI and Knowledge Work

Early insights on the impact of AI on knowledge work

Feb 22 •

Big Tech's Year of Efficiency

On revenue per employee and operating leaner and faster

Feb 6 •

January 2024

Decoding Elon Musk

Five lessons from Elon Musk's biography

Jan 30 •

December 2023

A few themes for 2024

The obligatory predictions piece

Dec 30, 2023 •

Adobe x Figma acquisition termination: A few observations

On the new normal for startup exits, the real deal price of $30B and the impact of the breakup fee

Dec 19, 2023 •

Takeaways from Google's Antitrust Trial

On market dominance and the power of defaults

Dec 6, 2023 •

November 2023

Reflecting on the OpenAI Saga

Lessons from a Dramatic and Turbulent Week

Nov 28, 2023 •

Unpacking OpenAI's Dev Day

A deep dive into the announcements and implications

Nov 15, 2023 •

Big Tech and investing in AI startups

On strategic rationale, revenue recognition and round-tripping

Nov 8, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts