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The Gross Margin Debate in AI
What the stack earns today and considerations for AI builders
1 hr ago
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Tanay Jaipuria
3
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The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle
Azure captures the largest share of new cloud dollars as AWS hits capacity limits and Google builds momentum
Aug 4
•
Tanay Jaipuria
20
The Rise of Verticalized AI Coworkers
AI colleagues and teammates are finding their way to every industry role
Jul 29
•
Tanay Jaipuria
33
2
Figma S-1 Breakdown
On time-to-market, going multi-product, PLG, and profitable growth
Jul 15
•
Tanay Jaipuria
32
The New Fundraising Playbook: Seed-Strapping
Why AI is fueling seed-strapping; when it works and when it doesn't
Jul 1
•
Tanay Jaipuria
20
1
Circle S-1 Breakdown
On Stablecoins, Circle's interest-based revenue model, Coinbase and Binance partnerships and the IPO pop
Jun 10
•
Tanay Jaipuria
30
Agentic Commerce is Coming: How AI Will Reshape Online Retail
Opportunities for companies as AI agents transform how we discover and purchase products
Jun 3
•
Tanay Jaipuria
20
Infrastructure in the Age of AI Gatekeepers
What happens when AI agents choose your stack
May 20
•
Tanay Jaipuria
13
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