Tanay’s Newsletter

Tanay’s Newsletter

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Sitemap - 2024 - Tanay’s Newsletter

Comparing the Financials of Databricks and Snowflake

Emerging Wedges in Vertical AI Startups

ServiceTitan S-1 Breakdown

Big Tech x Generative AI Q3 '24 Update (Part 2)

Big Tech and Generative AI Q3 '24 Update

OpenAI's o-1 and Inference-Time Scaling Laws

Cerebras S-1 Breakdown

OpenAI and Anthropic Revenue Breakdown

AI's Impact on Software: Disruption or Expansion?

The Plummeting Cost of Intelligence

The ROI on Generative AI

Five Key Learnings from Google’s Antitrust Ruling

Overbuilding in AI: A Modern Twist on an Old Tale

Big Tech's Guide to "M&A" in AI

The Evolution of SaaS Pricing in the AI Era

Three Archetypes of AI Application Startups

Unpacking Apple Intelligence

Unpacking Software Softness

Takeaways from OpenAI and Google's May announcements

Lessons from Jim Simons

Startups and Timing

Observations from the 2024 Enterprise Tech 30

Section 174 and its Impact on Tech Startups

Reddit S-1 Breakdown

AI and Knowledge Work

Big Tech's Year of Efficiency

Decoding Elon Musk

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