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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
To Train or Not to Train
The case for and against post-training for application layer companies
Apr 27
•
Tanay Jaipuria
29
1
A few themes for 2026
The obligatory predictions piece
Dec 29, 2025
•
Tanay Jaipuria
37
4
1
When ARR is not ARR
How ARR today is sometimes neither annual, nor recurring, nor revenue
Oct 28, 2025
•
Tanay Jaipuria
22
5
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
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
20
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
Figma S-1 Breakdown
On time-to-market, going multi-product, PLG, and profitable growth
Jul 15, 2025
•
Tanay Jaipuria
32
3
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
Observations from the 2025 Enterprise Tech 30
On the rise of AI-native applications, agents and fundraising in AI
Mar 31, 2025
•
Tanay Jaipuria
15
The Rise of the Agentic Workforce
AI colleagues and teammates are everywhere
Jan 29, 2025
•
Tanay Jaipuria
57
2
7
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