Tanay’s Newsletter

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The Plummeting Cost of Intelligence
On smaller models, on-device inference and the path to zero cost intelligence
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Tanay Jaipuria
1
The ROI on Generative AI
A few anecdotes of real, tangible ROI on AI in production from enterprises
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Tanay Jaipuria
2

August 2024

Five Key Learnings from Google’s Antitrust Ruling
On default payments, the $20B in capex needed to replicate Google search and Bing's $100B investment in search
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Tanay Jaipuria
7
Overbuilding in AI: A Modern Twist on an Old Tale
On overbuilding, demand signals and prior infrastructure buildouts
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Tanay Jaipuria
Big Tech's Guide to "M&A" in AI
Hire and License is the new Acquire?
 • 
Tanay Jaipuria
1

July 2024

The Evolution of SaaS Pricing in the AI Era
On selling work, value and outcomes
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Tanay Jaipuria
Three Archetypes of AI Application Startups
On copilots, autopilots and service-as-software
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Tanay Jaipuria
3

June 2024

Unpacking Apple Intelligence
A few takeaways from the Apple Intelligence announcement
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Tanay Jaipuria
Unpacking Software Softness
On Macro, Buying Behavior, AI confusion and lowering guidance
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Tanay Jaipuria
1
Takeaways from OpenAI and Google's May announcements
On multimodal models, reducing cost/latency and AI everywhere
 • 
Tanay Jaipuria

May 2024

Lessons from Jim Simons
On the Magic of Rentech's Medallion Fund
 • 
Tanay Jaipuria
Startups and Timing
On the "Why Now" for startups
 • 
Tanay Jaipuria
1
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