Subscribe
Sign in
Home
AI
Building Startups
Technology Markets
Enterprise Tech
Archive
About
Monetizing AI surfaces: Ads in the age of AI
Ads in AI today, OpenAI's Ads Plans and What "Ads for Agents" Might Mean
Jan 28
•
Tanay Jaipuria
13
1
Latest
Top
Discussions
Two AI Lab IPOs: S-1 Breakdowns
Notes from Zhipu and MiniMax's IPO Filings
Jan 21
•
Tanay Jaipuria
16
A few themes for 2026
The obligatory predictions piece
Dec 29, 2025
•
Tanay Jaipuria
37
4
1
AI Agents That Work While You Sleep
Moving beyond chat to background, ambient, and proactive AI
Nov 17, 2025
•
Tanay Jaipuria
20
3
When ARR is not ARR
How ARR today is sometimes neither annual, nor recurring, nor revenue
Oct 28, 2025
•
Tanay Jaipuria
21
4
The OpenAI Effect
How single OpenAI headlines are repricing stocks across the board
Oct 16, 2025
•
Tanay Jaipuria
28
2
1
ChatGPT and the Great Bundling
On ChatGPT use cases and jobs to be done
Sep 22, 2025
•
Tanay Jaipuria
41
2
The AI Browser Wars Are Here
Why the browser matters and the state of the AI browser landscape
Sep 9, 2025
•
Tanay Jaipuria
31
4
2
See all
Tanay’s Newsletter
Musings about tech and business
Subscribe
Recommendations
View all 10
Next Big Teng
Janelle Teng Wade
Why You Should Join
Eric
next play
Ben Lang
Software Synthesis
Akash Bajwa
Why Now
Alex Mackenzie
Tanay’s Newsletter
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts