Subscribe
Sign in
Home
AI
Building Startups
Technology Markets
Enterprise Tech
Archive
About
Latest
Top
Discussions
How Big Tech Sees DeepSeek: Five Key Takeaways
On diffusion of innovation, the need for strong business models, lower inference costs benefiting apps and investing in infrastructure as a strategic…
Feb 10
•
Tanay Jaipuria
11
Share this post
Tanay’s Newsletter
How Big Tech Sees DeepSeek: Five Key Takeaways
Copy link
Facebook
Email
Notes
More
2
January 2025
The Rise of the Agentic Workforce
AI colleagues and teammates are everywhere
Jan 29
•
Tanay Jaipuria
29
Share this post
Tanay’s Newsletter
The Rise of the Agentic Workforce
Copy link
Facebook
Email
Notes
More
1
Five Lessons for Building Robust AI Agents from Coding Agents
What code generation and coding agents can teach us about building agents in other areas
Jan 22
•
Tanay Jaipuria
9
Share this post
Tanay’s Newsletter
Five Lessons for Building Robust AI Agents from Coding Agents
Copy link
Facebook
Email
Notes
More
1
A few themes for 2025
The obligatory 2025 predictions piece
Jan 8
•
Tanay Jaipuria
10
Share this post
Tanay’s Newsletter
A few themes for 2025
Copy link
Facebook
Email
Notes
More
December 2024
Comparing the Financials of Databricks and Snowflake
On growth, profitability, valuations and AI positioning
Dec 30, 2024
•
Tanay Jaipuria
14
Share this post
Tanay’s Newsletter
Comparing the Financials of Databricks and Snowflake
Copy link
Facebook
Email
Notes
More
Emerging Wedges in Vertical AI Startups
On voice, search, unstructured data parsing and content generation
Dec 16, 2024
•
Tanay Jaipuria
12
Share this post
Tanay’s Newsletter
Emerging Wedges in Vertical AI Startups
Copy link
Facebook
Email
Notes
More
ServiceTitan S-1 Breakdown
On the vertical SaaS playbook, growth and profitability, and ratchets
Dec 5, 2024
•
Tanay Jaipuria
13
Share this post
Tanay’s Newsletter
ServiceTitan S-1 Breakdown
Copy link
Facebook
Email
Notes
More
November 2024
Big Tech x Generative AI Q3 '24 Update (Part 2)
How Meta and Microsoft's Generative AI investments are going so far
Nov 11, 2024
•
Tanay Jaipuria
8
Share this post
Tanay’s Newsletter
Big Tech x Generative AI Q3 '24 Update (Part 2)
Copy link
Facebook
Email
Notes
More
Big Tech and Generative AI Q3 '24 Update
How Amazon, Apple and Google's Generative AI investments are going
Nov 4, 2024
•
Tanay Jaipuria
11
Share this post
Tanay’s Newsletter
Big Tech and Generative AI Q3 '24 Update
Copy link
Facebook
Email
Notes
More
October 2024
OpenAI's o-1 and Inference-Time Scaling Laws
Machine Thinking, Fast and Slow
Oct 28, 2024
•
Tanay Jaipuria
12
Share this post
Tanay’s Newsletter
OpenAI's o-1 and Inference-Time Scaling Laws
Copy link
Facebook
Email
Notes
More
Cerebras S-1 Breakdown
On giant chips and customer concentration
Oct 14, 2024
•
Tanay Jaipuria
9
Share this post
Tanay’s Newsletter
Cerebras S-1 Breakdown
Copy link
Facebook
Email
Notes
More
September 2024
OpenAI and Anthropic Revenue Breakdown
Breaking down revenue growth, the consumer subscription businesses and the importance of partnerships to the API business
Sep 30, 2024
•
Tanay Jaipuria
49
Share this post
Tanay’s Newsletter
OpenAI and Anthropic Revenue Breakdown
Copy link
Facebook
Email
Notes
More
4
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts