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Circle S-1 Breakdown
On Stablecoins, Circle's interest-based revenue model, Coinbase and Binance partnerships and the IPO pop
Jun 10
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Tanay Jaipuria
24
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Circle S-1 Breakdown
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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
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Tanay Jaipuria
16
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Agentic Commerce is Coming: How AI Will Reshape Online Retail
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Infrastructure in the Age of AI Gatekeepers
What happens when AI agents choose your stack
May 20
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Tanay Jaipuria
13
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Infrastructure in the Age of AI Gatekeepers
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The AI TAM Expansion Opportunity
How companies can truly capture labor budgets and avoid price compression
May 6
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Tanay Jaipuria
22
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The AI TAM Expansion Opportunity
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AI’s Higher Acceptance Bar and How to Clear It
On the acceptance criteria for AI and what AI builders can do about it
Apr 22
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Tanay Jaipuria
12
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AI’s Higher Acceptance Bar and How to Clear It
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A Few Themes from Explosive Growth AI Startups
The common segments, patterns and lessons from AI startups that are growing explosively
Apr 13
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Tanay Jaipuria
12
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A Few Themes from Explosive Growth AI Startups
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Observations from the 2025 Enterprise Tech 30
On the rise of AI-native applications, agents and fundraising in AI
Mar 31
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Tanay Jaipuria
14
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Observations from the 2025 Enterprise Tech 30
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Klarna S-1 Breakdown
On Buy Now Pay Later, Commerce networks, AI to drive efficiency and the comparison with Affirm
Mar 19
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Tanay Jaipuria
11
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Klarna S-1 Breakdown
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