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Tanay’s Newsletter

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Observations from the 2025 Enterprise Tech 30

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Klarna S-1 Breakdown

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Venture Firms Going Public

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A few charts on where AI adoption is going

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How Big Tech Sees DeepSeek: Five Key Takeaways

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The Rise of the Agentic Workforce

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Five Lessons for Building Robust AI Agents from Coding Agents

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A few themes for 2025

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Comparing the Financials of Databricks and Snowflake

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Emerging Wedges in Vertical AI Startups

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ServiceTitan S-1 Breakdown

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

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Big Tech and Generative AI Q3 '24 Update

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OpenAI's o-1 and Inference-Time Scaling Laws

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Cerebras S-1 Breakdown

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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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AI's Impact on Software: Disruption or Expansion?: On the end of Software vs the 10xing of Software TAM

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The Plummeting Cost of Intelligence: On smaller models, on-device inference and the path to zero cost intelligence

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The ROI on Generative AI: A few anecdotes of real, tangible ROI on AI in production from enterprises

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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

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Overbuilding in AI: A Modern Twist on an Old Tale: On overbuilding, demand signals and prior infrastructure buildouts

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Big Tech's Guide to "M&A" in AI: Hire and License is the new Acquire?

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The Evolution of SaaS Pricing in the AI Era: On selling work, value and outcomes

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Three Archetypes of AI Application Startups: On copilots, autopilots and service-as-software

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Unpacking Apple Intelligence: A few takeaways from the Apple Intelligence announcement

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