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Reflecting on the OpenAI Saga
Lessons from a Dramatic and Turbulent Week
 • 
Tanay Jaipuria
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Unpacking OpenAI's Dev Day
A deep dive into the announcements and implications
 • 
Tanay Jaipuria
Big Tech and investing in AI startups
On strategic rationale, revenue recognition and round-tripping
 • 
Tanay Jaipuria
A few takeaways from ARM's IPO
Understanding the company that has a monopoly in mobile CPUs
 • 
Tanay Jaipuria
Instacart S-1 Breakdown
On the grocery market, ads, memberships, profitability, and valuation
 • 
Tanay Jaipuria
1
Klaviyo S-1 breakdown
On building on top of Shopify, bootstrapping and growing efficiently via product-led growth in a very competitive market
 • 
Tanay Jaipuria
Cracking Open the IPO Window
Which companies follow Arm in going public?
 • 
Tanay Jaipuria
Big Tech x Generative AI Q2 Update
A roundup of LLM and AI discussion from Q2 earnings
 • 
Tanay Jaipuria
6
Tanay’s Newsletter
Tanay’s Newsletter
Musings about tech and business
Recommendations
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Notorious PLG
Notorious PLG
Zachary DeWitt
Data Gravity
Data Gravity
Chris Zeoli
Why You Should Join
Why You Should Join
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S
Scatter Brain
Sar Haribhakti
Next Big Teng
Next Big Teng
Janelle Teng

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