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The State of AI Gross Margins in 2025
What the stack earns today and considerations for AI builders
15 hrs ago
•
Tanay Jaipuria
34
The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle
Azure captures the largest share of new cloud dollars as AWS hits capacity limits and Google builds momentum
Aug 4
•
Tanay Jaipuria
20
The Rise of Verticalized AI Coworkers
AI colleagues and teammates are finding their way to every industry role
Jul 29
•
Tanay Jaipuria
33
2
Figma S-1 Breakdown
On time-to-market, going multi-product, PLG, and profitable growth
Jul 15
•
Tanay Jaipuria
32
The New Fundraising Playbook: Seed-Strapping
Why AI is fueling seed-strapping; when it works and when it doesn't
Jul 1
•
Tanay Jaipuria
20
1
Agentic Commerce is Coming: How AI Will Reshape Online Retail
Opportunities for companies as AI agents transform how we discover and purchase products
Jun 3
•
Tanay Jaipuria
20
Infrastructure in the Age of AI Gatekeepers
What happens when AI agents choose your stack
May 20
•
Tanay Jaipuria
13
The AI TAM Expansion Opportunity
How companies can truly capture labor budgets and avoid price compression
May 6
•
Tanay Jaipuria
22
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
•
Tanay Jaipuria
12
A Few Themes from Explosive Growth AI Startups
The common segments, patterns and lessons from AI startups that are growing explosively
Apr 13
•
Tanay Jaipuria
12
1
Observations from the 2025 Enterprise Tech 30
On the rise of AI-native applications, agents and fundraising in AI
Mar 31
•
Tanay Jaipuria
15
Klarna S-1 Breakdown
On Buy Now Pay Later, Commerce networks, AI to drive efficiency and the comparison with Affirm
Mar 19
•
Tanay Jaipuria
11
3
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