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Moats in the Age of AI
How the Seven Powers shift in the age of AI
Mar 3
•
Tanay Jaipuria
30
3
RL and The Era of Experience
On RL scaling, the emerging RL ecosystem and improving agent reliability
Feb 10
•
Tanay Jaipuria
22
2
Monetizing AI surfaces: Ads in the age of AI
Ads in AI today, OpenAI's Ads Plans and What "Ads for Agents" Might Mean
Jan 28
•
Tanay Jaipuria
17
2
1
Two AI Lab IPOs: S-1 Breakdowns
Notes from Zhipu and MiniMax's IPO Filings
Jan 21
•
Tanay Jaipuria
18
A few themes for 2026
The obligatory predictions piece
Dec 29, 2025
•
Tanay Jaipuria
37
4
1
AI Agents That Work While You Sleep
Moving beyond chat to background, ambient, and proactive AI
Nov 17, 2025
•
Tanay Jaipuria
20
3
When ARR is not ARR
How ARR today is sometimes neither annual, nor recurring, nor revenue
Oct 28, 2025
•
Tanay Jaipuria
21
4
The OpenAI Effect
How single OpenAI headlines are repricing stocks across the board
Oct 16, 2025
•
Tanay Jaipuria
28
1
1
ChatGPT and the Great Bundling
On ChatGPT use cases and jobs to be done
Sep 22, 2025
•
Tanay Jaipuria
41
2
The AI Browser Wars Are Here
Why the browser matters and the state of the AI browser landscape
Sep 9, 2025
•
Tanay Jaipuria
31
4
2
The State of AI Gross Margins in 2025
What the stack earns today and considerations for AI builders
Sep 2, 2025
•
Tanay Jaipuria
49
1
2
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, 2025
•
Tanay Jaipuria
21
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