Feed · Saanya Ojha, Partner @ BCV

Saanya Ojha

357 posts indexed18 in the last 30 daysAI (Horizontal) · AI Infrastructure · Enterprise Software · Venture Capital & StartupsVisit site ↗

Wednesday, 17 December 2025

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ChatGPT Images Takes a Bite of the Banana

Monday, 15 December 2025

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Why OpenAI Needs Mickey Mouse

Sunday, 14 December 2025

1 piece

Weekly Wrap Sheet (12/12/2025): Reactive Capex, Rotating Crowns

Friday, 12 December 2025

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OpenAI, Code Red, and GPT-5.2

Thursday, 11 December 2025

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Oracle’s “Bad Quarter” That Was Actually Not Bad

Sunday, 7 December 2025

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Weekly Wrap Sheet (12/05/2025): Islands, Inflection, Infrastructure, Intentionality & Internal Monologues

Friday, 5 December 2025

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OpenAI Has Something to Confess

Thursday, 4 December 2025

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Dario’s Dispatch: A Reality Check From Inside the Frontier

Wednesday, 3 December 2025

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re:Inventing AWS: not the smartest model, the smartest system

Tuesday, 2 December 2025

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Seek Deep and You’ll Find a New Frontier

Monday, 1 December 2025

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The Man Who Can't Be Moved

Sunday, 30 November 2025

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Weekly Wrap Sheet (11/28/2025): Markets, Models, Minds

Wednesday, 26 November 2025

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Ilya Declares the End of the Scaling Era

Tuesday, 25 November 2025

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The AI Labs Are Speedrunning November

Monday, 24 November 2025

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FTC vs. Reality: A Tragicomedy

Sunday, 23 November 2025

1 piece

Weekly Wrap Sheet (11/21/2025): Bubbles, Benchmarks, Bigamy, Blackwell, and Bananas

Friday, 21 November 2025

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The Banana That Means Business

Thursday, 20 November 2025

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Nvidia's Double Beat Saves The AI Trade

Wednesday, 19 November 2025

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Exclusive? In This Economy?

Tuesday, 18 November 2025

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America’s Next Top Model: Gemini 3

Monday, 17 November 2025

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Individually Rational, Collectively Fragile

Sunday, 16 November 2025

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Weekly Wrap Sheet (11/14/2025): Silence, Surveys, Strategy Split, Satya & Social

Friday, 14 November 2025

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OpenAI Enters the Chat

Thursday, 13 November 2025

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Satya’s Big Reveal: The Moat Is the Mundane

Wednesday, 12 November 2025

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Two Roads Diverged in the AI Woods: OpenAI vs. Anthropic

Tuesday, 11 November 2025

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The State of AI: Everyone’s Doing It, Few Are Doing It Well

Monday, 10 November 2025

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Sorry, Sundar. We Weren’t Familiar With Your Game.

Sunday, 9 November 2025

1 piece

Weekly Wrap Sheet (11/07/2025): Multiples, Moflin, Megawatts, Moral Hazard & Moonshot

Friday, 7 November 2025

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Kimi Possible: Agentic on a Budget

Thursday, 6 November 2025

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Backstop Me If You Can

Wednesday, 5 November 2025

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Ambition Goes Orbital: The Cloud Has Left Earth

Tuesday, 4 November 2025

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The Pin. The Pendant. The Paperweight.

Monday, 3 November 2025

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The Trillion-Dollar Rorschach Test

Sunday, 2 November 2025

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Weekly Wrap Sheet (10/31/2025): Bankers, Breakups, Backlog, Billions & Big Tech

Friday, 31 October 2025

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Amazon and Apple Finally Show Up to the AI Party

Thursday, 30 October 2025

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The AI Party Rolls On, But the Bar Tab’s Getting Bigger

Wednesday, 29 October 2025

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OpenAI’s $1.4 Trillion Revelation

Tuesday, 28 October 2025

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Microsoft and OpenAI Define the Relationship

Monday, 27 October 2025

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Goldman Sachs, Now Hiring… for OpenAI

Sunday, 26 October 2025

1 piece

🧾 Weekly Wrap Sheet (10/24/2025): Ghosts, Glitches, Gateways, Geniuses & Glue Code