The Rise of DeployCos

Why the labs, hyperscalers and startups are all getting into AI deployment

Oct 13 • Tanay Jaipuria

16

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How Personal Agents Get Paid

What merchants pay for today and aggregators earn today and how that money could flow to personal agents

Oct 5 • Tanay Jaipuria

14

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September 2026

Agentic Commerce and Incentives

On Shopify and Amazon’s reactions to Meta’s Muse and what happens to advertising when agents do the shopping

Sep 29 • Tanay Jaipuria

19

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Agility Robotics: Inside the First US Humanoid Company to Go Public

Understanding the technology, unit economics and business model behind Agility Robotics

Sep 21 • Tanay Jaipuria

18

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August 2026

How Matic got robots into 10,000 homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

Aug 31 • Tanay Jaipuria

16

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The Simulation Stack in Robotics

On physics engines, world models, and the opportunities for startups in simulation

Aug 3 • Tanay Jaipuria

26

July 2026

The Data Pyramid in Robotics

On the data bottleneck in robotics, and the types of data being combined to address it

Jul 27 • Tanay Jaipuria

39

3

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Bending Spoons S-1 Breakdown

On buying product-market fit, the shared operating platform, and lessons from their unique approach and model

Jul 22 • Tanay Jaipuria

28

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June 2026

RL Beyond the Verifiable

RL cracked math and code. The rest of the economy is harder.

Jun 29 • Tanay Jaipuria

19

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Build the Agent or Power the Agent?

On MCP, headless products, and where your value actually lives

Jun 24 • Tanay Jaipuria

23

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Towards Continual Learning

The quests to make AI agents learn from experience, across weights, context, and harnesses.

Jun 5 • Tanay Jaipuria

15

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May 2026

Inside the Largest IPO Ever: Breaking Down the SpaceX S-1

Why Starship, Starlink, and xAI belong under the same roof, and where they're headed

May 26 • Tanay Jaipuria

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