Tanay’s Newsletter

Tanay’s Newsletter

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Technology Markets

A few themes for 2026
The obligatory predictions piece
 • Tanay Jaipuria
The AI Browser Wars Are Here
Why the browser matters and the state of the AI browser landscape
 • Tanay Jaipuria
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
 • Tanay Jaipuria
A Few Themes from Explosive Growth AI Startups
The common segments, patterns and lessons from AI startups that are growing explosively
 • Tanay Jaipuria
A few charts on where AI adoption is going
5 charts on AI model improvements and AI adoption
 • Tanay Jaipuria and Charles Rubenfeld
How Big Tech Sees DeepSeek: Five Key Takeaways
On diffusion of innovation, the need for strong business models, lower inference costs benefiting apps and investing in infrastructure as a strategic…
 • Tanay Jaipuria
Big Tech x Generative AI Q3 '24 Update (Part 2)
How Meta and Microsoft's Generative AI investments are going so far
 • Tanay Jaipuria
Big Tech and Generative AI Q3 '24 Update
How Amazon, Apple and Google's Generative AI investments are going
 • Tanay Jaipuria
OpenAI's o-1 and Inference-Time Scaling Laws
Machine Thinking, Fast and Slow
 • Tanay Jaipuria
Cerebras S-1 Breakdown
On giant chips and customer concentration
 • Tanay Jaipuria
OpenAI and Anthropic Revenue Breakdown
Breaking down revenue growth, the consumer subscription businesses and the importance of partnerships to the API business
 • Tanay Jaipuria
AI's Impact on Software: Disruption or Expansion?
On the end of Software vs the 10xing of Software TAM
 • Tanay Jaipuria
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