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The Evolution of SaaS Pricing in the AI Era
On selling work, value and outcomes
Jul 22
•
Tanay Jaipuria
9
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The Evolution of SaaS Pricing in the AI Era
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Three Archetypes of AI Application Startups
On copilots, autopilots and service-as-software
Jul 15
•
Tanay Jaipuria
20
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Three Archetypes of AI Application Startups
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3
June 2024
Unpacking Apple Intelligence
A few takeaways from the Apple Intelligence announcement
Jun 18
•
Tanay Jaipuria
13
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Unpacking Apple Intelligence
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Unpacking Software Softness
On Macro, Buying Behavior, AI confusion and lowering guidance
Jun 10
•
Tanay Jaipuria
9
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Unpacking Software Softness
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Takeaways from OpenAI and Google's May announcements
On multimodal models, reducing cost/latency and AI everywhere
Jun 4
•
Tanay Jaipuria
9
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Takeaways from OpenAI and Google's May announcements
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May 2024
Lessons from Jim Simons
On the Magic of Rentech's Medallion Fund
May 15
•
Tanay Jaipuria
23
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Lessons from Jim Simons
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Startups and Timing
On the "Why Now" for startups
May 7
•
Tanay Jaipuria
20
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Startups and Timing
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1
April 2024
Observations from the 2024 Enterprise Tech 30
A few observations from the latest Wing Enterprise Tech 30 list
Apr 9
•
Tanay Jaipuria
8
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Observations from the 2024 Enterprise Tech 30
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March 2024
Section 174 and its Impact on Tech Startups
On Expensing vs Amortizing R&D for Taxes
Mar 20
•
Tanay Jaipuria
5
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Section 174 and its Impact on Tech Startups
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5
February 2024
Reddit S-1 Breakdown
On community and engagement, revenue and profitability, data and AI, and meme stocks
Feb 27
•
Tanay Jaipuria
27
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Reddit S-1 Breakdown
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2
AI and Knowledge Work
Early insights on the impact of AI on knowledge work
Feb 22
•
Tanay Jaipuria
21
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AI and Knowledge Work
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Big Tech's Year of Efficiency
On revenue per employee and operating leaner and faster
Feb 6
•
Tanay Jaipuria
21
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Big Tech's Year of Efficiency
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