Tanay’s Newsletter

Tanay’s Newsletter

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A Few Themes from Explosive Growth AI Startups
The common segments, patterns and lessons from AI startups that are growing explosively
 • 
Tanay Jaipuria
1
A few charts on where AI adoption is going
5 charts on AI model improvements and AI adoption
 • 
Tanay Jaipuria
 and 
Charles Rubenfeld
1
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
2
Big Tech x Generative AI Q3 '24 Update (Part 2)
How Meta and Microsoft's Generative AI investments are going so far
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Tanay Jaipuria
Big Tech and Generative AI Q3 '24 Update
How Amazon, Apple and Google's Generative AI investments are going
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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
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Tanay Jaipuria
5
AI's Impact on Software: Disruption or Expansion?
On the end of Software vs the 10xing of Software TAM
 • 
Tanay Jaipuria
1
The Plummeting Cost of Intelligence
On smaller models, on-device inference and the path to zero cost intelligence
 • 
Tanay Jaipuria
2
Five Key Learnings from Google’s Antitrust Ruling
On default payments, the $20B in capex needed to replicate Google search and Bing's $100B investment in search
 • 
Tanay Jaipuria
7
Overbuilding in AI: A Modern Twist on an Old Tale
On overbuilding, demand signals and prior infrastructure buildouts
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Tanay Jaipuria
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