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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 ↗

Wednesday, 19 February 2025

1 piece
A few charts on where AI adoption is going

Monday, 10 February 2025

1 piece
How Big Tech Sees DeepSeek: Five Key Takeaways

Wednesday, 29 January 2025

1 piece
The Rise of the Agentic Workforce

Wednesday, 22 January 2025

1 piece
Five Lessons for Building Robust AI Agents from Coding Agents

Wednesday, 8 January 2025

1 piece
A few themes for 2025

Monday, 30 December 2024

1 piece
Comparing the Financials of Databricks and Snowflake

Monday, 16 December 2024

1 piece
Emerging Wedges in Vertical AI Startups

Thursday, 5 December 2024

1 piece
ServiceTitan S-1 Breakdown

Monday, 11 November 2024

1 piece
Big Tech x Generative AI Q3 '24 Update (Part 2)

Monday, 4 November 2024

1 piece
Big Tech and Generative AI Q3 '24 Update

Monday, 28 October 2024

1 piece
OpenAI's o-1 and inference-time scaling laws

Monday, 14 October 2024

1 piece
Cerebras S-1 Breakdown

Monday, 30 September 2024

1 piece
OpenAI and Anthropic Revenue Breakdown

Monday, 23 September 2024

1 piece
AI's Impact on Software: Disruption or Expansion?

Monday, 16 September 2024

1 piece
The Plummeting Cost of Intelligence

Tuesday, 3 September 2024

1 piece
The ROI on Generative AI

Monday, 26 August 2024

1 piece
Five Key Learnings from Google’s Antitrust Ruling

Monday, 19 August 2024

1 piece
Overbuilding in AI: A Modern Twist on an Old Tale

Monday, 5 August 2024

1 piece
Big Tech's Guide to "M&A" in AI

Monday, 22 July 2024

1 piece
The Evolution of SaaS Pricing in the AI Era

Monday, 15 July 2024

1 piece
Three Archetypes of AI Application Startups

Tuesday, 18 June 2024

1 piece
Unpacking Apple Intelligence

Monday, 10 June 2024

1 piece
Unpacking Software Softness

Tuesday, 4 June 2024

1 piece
Takeaways from OpenAI and Google's May announcements

Wednesday, 15 May 2024

1 piece
Lessons from Jim Simons

Tuesday, 7 May 2024

1 piece
Startups and Timing

Tuesday, 9 April 2024

1 piece
Observations from the 2024 Enterprise Tech 30

Wednesday, 20 March 2024

1 piece
Section 174 and its Impact on Tech Startups

Tuesday, 27 February 2024

1 piece
Reddit S-1 Breakdown

Thursday, 22 February 2024

1 piece
AI and Knowledge Work

Tuesday, 6 February 2024

1 piece
Big Tech's Year of Efficiency

Tuesday, 30 January 2024

1 piece
Decoding Elon Musk

Saturday, 30 December 2023

1 piece
A few themes for 2024

Tuesday, 19 December 2023

1 piece
Adobe x Figma acquisition termination: A few observations

Wednesday, 6 December 2023

1 piece
Takeaways from Google's Antitrust Trial

Tuesday, 28 November 2023

1 piece
Reflecting on the OpenAI Saga

Wednesday, 15 November 2023

1 piece
Unpacking OpenAI's Dev Day

Wednesday, 8 November 2023

1 piece
Big Tech and investing in AI startups

Monday, 2 October 2023

1 piece
A few takeaways from ARM's IPO

Wednesday, 6 September 2023

1 piece
Instacart S-1 Breakdown
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