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Tanay Jaipuria

Musings about tech and business. Written by Tanay Jaipuria. This page collects 190 posts published between August 2019 and October 2026. Recent coverage focuses on AI (Horizontal), Robotics and Marketplaces. Tanay Jaipuria publishes roughly 3 posts a month; the best of them appear in the SandHill weekly digest.

190 posts indexed3 in the last 30 daysAI (Horizontal) · Robotics · Marketplaces · Manufacturing & IndustrialsVisit site ↗

Monday, 5 October 2026

1 piece
How Personal Agents Get Paid↗
AI (Horizontal) · Marketplaces · Education

Tuesday, 29 September 2026

1 piece
Agentic Commerce and Incentives↗
Retail & E-commerce · Marketplaces · AI (Horizontal)

Monday, 21 September 2026

1 piece
Agility Robotics: Inside the First US Humanoid Company to Go Public↗
Robotics · Manufacturing & Industrials · AI (Horizontal)

Monday, 31 August 2026

1 piece
How Matic got robots into 10,000 homes↗
Robotics · Manufacturing & Industrials

Monday, 3 August 2026

1 piece
The Simulation Stack in Robotics↗
Robotics · AI (Horizontal)

Monday, 27 July 2026

1 piece
The Robot Data Pyramid

Wednesday, 22 July 2026

1 piece
Bending Spoons S-1 Breakdown

Monday, 29 June 2026

1 piece
RL Beyond the Verifiable

Wednesday, 24 June 2026

1 piece
Build the Agent or Power the Agent?

Friday, 5 June 2026

1 piece
Towards Continual Learning

Tuesday, 26 May 2026

1 piece
The SpaceX S-1: Building the Infrastructure Layer for Space and AI

Monday, 18 May 2026

1 piece
Unitree's IPO Filing: The State of the Robotics Market

Monday, 11 May 2026

1 piece
Tech Earnings Season Takeaways

Monday, 4 May 2026

1 piece
AI’s Public Perception Problem

Monday, 27 April 2026

1 piece
To Train or Not to Train

Monday, 30 March 2026

1 piece
AI Applications and Vertical Integration

Tuesday, 3 March 2026

1 piece
Moats in the Age of AI

Tuesday, 10 February 2026

1 piece
RL and The Era of Experience

Wednesday, 28 January 2026

1 piece
Monetizing AI surfaces: Ads in the age of AI

Wednesday, 21 January 2026

1 piece
Two AI Lab IPOs: S-1 Breakdowns

Monday, 29 December 2025

1 piece
A few themes for 2026

Monday, 17 November 2025

1 piece
The Rise of Background Agents

Tuesday, 28 October 2025

1 piece
When ARR is not ARR

Thursday, 16 October 2025

1 piece
The OpenAI Economy

Monday, 22 September 2025

1 piece
ChatGPT and the Great Bundling

Tuesday, 9 September 2025

1 piece
The AI Browser Wars

Tuesday, 2 September 2025

1 piece
The Gross Margin Debate in AI

Monday, 4 August 2025

1 piece
The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle

Tuesday, 29 July 2025

1 piece
The Rise of Verticalized AI Coworkers

Tuesday, 15 July 2025

1 piece
Figma S-1 Breakdown

Tuesday, 1 July 2025

1 piece
The New Fundraising Playbook: Seed-Strapping

Tuesday, 10 June 2025

1 piece
Circle S-1 Breakdown

Tuesday, 3 June 2025

1 piece
Agentic Commerce is Coming: How AI Will Reshape Online Retail

Tuesday, 20 May 2025

1 piece
Infrastructure in the Age of AI Gatekeepers

Tuesday, 6 May 2025

1 piece
The AI TAM Expansion Opportunity

Tuesday, 22 April 2025

1 piece
AI’s Higher Acceptance Bar and How to Clear It

Sunday, 13 April 2025

1 piece
A Few Themes from Explosive Growth AI Startups

Monday, 31 March 2025

1 piece
Observations from the 2025 Enterprise Tech 30

Wednesday, 19 March 2025

1 piece
Klarna S-1 Breakdown

Tuesday, 4 March 2025

1 piece
Venture Firms Going Public
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