Subscribe
Sign in
Home
AI
Building Startups
Technology Markets
Enterprise Tech
Archive
About
AI
Latest
Top
Discussions
To Train or Not to Train
The case for and against post-training for application layer companies
Apr 27
•
Tanay Jaipuria
24
1
AI Applications and Vertical Integration
The two kinds of "full-stack" AI application companies
Mar 30
•
Tanay Jaipuria
19
1
1
Moats in the Age of AI
How the Seven Powers shift in the age of AI
Mar 3
•
Tanay Jaipuria
32
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
22
5
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
30
4
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
