AI Agents That Work While You Sleep

Moving beyond chat to background, ambient, and proactive AI

Nov 17 • 

Tanay Jaipuria

19

3

October 2025

When ARR is not ARR

How ARR today is sometimes neither annual, nor recurring, nor revenue

Oct 28 • 

Tanay Jaipuria

21

4

The OpenAI Effect

How single OpenAI headlines are repricing stocks across the board

Oct 16 • 

Tanay Jaipuria

29

2

1

September 2025

ChatGPT and the Great Bundling

On ChatGPT use cases and jobs to be done

Sep 22 • 

Tanay Jaipuria

40

2

The AI Browser Wars Are Here

Why the browser matters and the state of the AI browser landscape

Sep 9 • 

Tanay Jaipuria

31

4

2

The State of AI Gross Margins in 2025

What the stack earns today and considerations for AI builders

Sep 2 • 

Tanay Jaipuria

46

1

2

August 2025

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

July 2025

The Rise of Verticalized AI Coworkers

AI colleagues and teammates are finding their way to every industry role

Jul 29 • 

Tanay Jaipuria

34

2

1

Figma S-1 Breakdown

On time-to-market, going multi-product, PLG, and profitable growth

Jul 15 • 

Tanay Jaipuria

32

3

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

3

June 2025

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

21