The AI Browser Wars Are Here

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

Sep 9 • 

Tanay Jaipuria

29

4

The State of AI Gross Margins in 2025

What the stack earns today and considerations for AI builders

Sep 2 • 

Tanay Jaipuria

46

1

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

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

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

20

May 2025

Infrastructure in the Age of AI Gatekeepers

What happens when AI agents choose your stack

May 20 • 

Tanay Jaipuria

13

The AI TAM Expansion Opportunity

How companies can truly capture labor budgets and avoid price compression

May 6 • 

Tanay Jaipuria

22

April 2025

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 • 

Tanay Jaipuria

12

A Few Themes from Explosive Growth AI Startups

The common segments, patterns and lessons from AI startups that are growing explosively

Apr 13 • 

Tanay Jaipuria

12

1