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RL Beyond the Verifiable
RL cracked math and code. The rest of the economy is harder.
Jun 29
•
Tanay Jaipuria
19
2
Build the Agent or Power the Agent?
On MCP, headless products, and where your value actually lives
Jun 24
•
Tanay Jaipuria
23
5
1
Towards Continual Learning
The quests to make AI agents learn from experience, across weights, context, and harnesses.
Jun 5
•
Tanay Jaipuria
15
1
1
Inside the Largest IPO Ever: Breaking Down the SpaceX S-1
Why Starship, Starlink, and xAI belong under the same roof, and where they're headed
May 26
•
Tanay Jaipuria
26
1
3
Unitree's IPO Filing: The State of the Robotics Market
Profitable hardware, the humanoid shift, vertical integration and a $300M bet on the model layer
May 18
•
Tanay Jaipuria
19
1
Tech Earnings Season Takeaways
What Q1 2026 calls revealed about compute, memory, ads, agents, and the next phase of software.
May 11
•
Tanay Jaipuria
21
1
2
AI Has a Public Perception Problem
How the messaging around AI has gone wrong and how we might fix it
May 4
•
Tanay Jaipuria
21
To Train or Not to Train
The case for and against post-training for application layer companies
Apr 27
•
Tanay Jaipuria
31
1
AI Applications and Vertical Integration
The two kinds of "full-stack" AI application companies
Mar 30
•
Tanay Jaipuria
21
1
1
Moats in the Age of AI
How the Seven Powers shift in the age of AI
Mar 3
•
Tanay Jaipuria
33
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
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