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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
21
4
The AI Browser Wars Are Here
Why the browser matters and the state of the AI browser landscape
Sep 9, 2025
•
Tanay Jaipuria
31
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
21
The Rise of Verticalized AI Coworkers
AI colleagues and teammates are finding their way to every industry role
Jul 29, 2025
•
Tanay Jaipuria
35
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
A few themes for 2025
The obligatory 2025 predictions piece
Jan 8, 2025
•
Tanay Jaipuria
11
ServiceTitan S-1 Breakdown
On the vertical SaaS playbook, growth and profitability, and ratchets
Dec 5, 2024
•
Tanay Jaipuria
13
1
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