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AI Agents That Work While You Sleep
Moving beyond chat to background, ambient, and proactive AI
Nov 17
•
Tanay Jaipuria
19
3
When ARR is not ARR
How ARR today is sometimes neither annual, nor recurring, nor revenue
Oct 28
•
Tanay Jaipuria
21
4
The OpenAI Effect
How single OpenAI headlines are repricing stocks across the board
Oct 16
•
Tanay Jaipuria
29
2
1
ChatGPT and the Great Bundling
On ChatGPT use cases and jobs to be done
Sep 22
•
Tanay Jaipuria
40
2
The AI Browser Wars Are Here
Why the browser matters and the state of the AI browser landscape
Sep 9
•
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
•
Tanay Jaipuria
46
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
•
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
34
2
1
Figma S-1 Breakdown
On time-to-market, going multi-product, PLG, and profitable growth
Jul 15
•
Tanay Jaipuria
32
3
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
3
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
21
Infrastructure in the Age of AI Gatekeepers
What happens when AI agents choose your stack
May 20
•
Tanay Jaipuria
13
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