Tanay’s Newsletter

Tanay’s Newsletter

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Sitemap - 2023 - Tanay’s Newsletter

A few themes for 2024

Adobe x Figma acquisition termination: A few observations

Takeaways from Google's Antitrust Trial

Reflecting on the OpenAI Saga

Unpacking OpenAI's Dev Day

Big Tech and investing in AI startups

A few takeaways from ARM's IPO

Instacart S-1 Breakdown

Klaviyo S-1 breakdown

Cracking Open the IPO Window

Big Tech x Generative AI Q2 Update

Saving the Open Web

AI and the decline of the Open Web

A few product lessons from Threads

Taylor Swift, Lionel Messi and the Economics of Superstars

Apple Vision Pro and subsidizing R&D

Observations from the 2023 Enterprise Tech 30

Big tech x Generative AI

Technology's Impact on Jobs

Stripe vs Adyen Financials: 2023 Update

Understanding Twitter's Algorithm

Startups vs Incumbents in AI

Understanding Stripe's Latest $6.5B Fundraise

Considerations for AI-Native Startups

M&A as R&D in Technology

Big Tech and Generative AI

The State of Generative AI Part 2

The State of Generative AI

A few themes for 2023

In Praise of Friction

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