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The AI TAM Expansion Opportunity
How companies can truly capture labor budgets and avoid price compression
5 hrs ago
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Tanay Jaipuria
6
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The AI TAM Expansion Opportunity
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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
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Tanay Jaipuria
12
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AI’s Higher Acceptance Bar and How to Clear It
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A Few Themes from Explosive Growth AI Startups
The common segments, patterns and lessons from AI startups that are growing explosively
Apr 13
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Tanay Jaipuria
11
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A Few Themes from Explosive Growth AI Startups
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March 2025
Observations from the 2025 Enterprise Tech 30
On the rise of AI-native applications, agents and fundraising in AI
Mar 31
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Tanay Jaipuria
14
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Observations from the 2025 Enterprise Tech 30
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Klarna S-1 Breakdown
On Buy Now Pay Later, Commerce networks, AI to drive efficiency and the comparison with Affirm
Mar 19
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Tanay Jaipuria
11
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Klarna S-1 Breakdown
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February 2025
A few charts on where AI adoption is going
5 charts on AI model improvements and AI adoption
Feb 19
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Tanay Jaipuria
and
Charles Rubenfeld
25
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A few charts on where AI adoption is going
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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
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Tanay Jaipuria
13
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How Big Tech Sees DeepSeek: Five Key Takeaways
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January 2025
The Rise of the Agentic Workforce
AI colleagues and teammates are everywhere
Jan 29
•
Tanay Jaipuria
54
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The Rise of the Agentic Workforce
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2
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
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Tanay Jaipuria
12
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Five Lessons for Building Robust AI Agents from Coding Agents
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A few themes for 2025
The obligatory 2025 predictions piece
Jan 8
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Tanay Jaipuria
11
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A few themes for 2025
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December 2024
Comparing the Financials of Databricks and Snowflake
On growth, profitability, valuations and AI positioning
Dec 30, 2024
•
Tanay Jaipuria
14
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Comparing the Financials of Databricks and Snowflake
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Emerging Wedges in Vertical AI Startups
On voice, search, unstructured data parsing and content generation
Dec 16, 2024
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Tanay Jaipuria
14
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Emerging Wedges in Vertical AI Startups
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