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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
AI Agents That Work While You Sleep
Moving beyond chat to background, ambient, and proactive AI
Nov 17, 2025
•
Tanay Jaipuria
20
3
ChatGPT and the Great Bundling
On ChatGPT use cases and jobs to be done
Sep 22, 2025
•
Tanay Jaipuria
41
2
The State of AI Gross Margins in 2025
What the stack earns today and considerations for AI builders
Sep 2, 2025
•
Tanay Jaipuria
50
1
2
The Rise of Verticalized AI Coworkers
AI colleagues and teammates are finding their way to every industry role
Jul 29, 2025
•
Tanay Jaipuria
34
2
1
The New Fundraising Playbook: Seed-Strapping
Why AI is fueling seed-strapping; when it works and when it doesn't
Jul 1, 2025
•
Tanay Jaipuria
21
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, 2025
•
Tanay Jaipuria
21
Infrastructure in the Age of AI Gatekeepers
What happens when AI agents choose your stack
May 20, 2025
•
Tanay Jaipuria
13
The AI TAM Expansion Opportunity
How companies can truly capture labor budgets and avoid price compression
May 6, 2025
•
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, 2025
•
Tanay Jaipuria
13
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