Where they publish
Tanay Jaipuria ↗
What they write about
AI (Horizontal) · Robotics · Marketplaces · Manufacturing & Industrials · Enterprise Software · Education
Recent posts
- The Rise of DeployCos↗ 13 Oct 2026
DeployCos—teams of forward-deployed engineers embedding in enterprises to operationalize AI agents—are emerging as the primary playbook for closing the gap between model capability and real-world adoption. OpenAI, Anthropic, AWS, and incumbents like Palantir are competing in this space across horizontal, function-specific, and vertical-specific variants.
- How Personal Agents Get Paid↗ 5 Oct 2026
Personal AI agents will monetize agentic commerce through four channels—subscriptions, convenience fees, merchant commissions, and advertising—with take rates likely evolving from ~0.8% (initial payment fees) to 4%+ (full aggregator models) as agents develop deeper merchant relationships and move upmarket.
- Agentic Commerce and Incentives↗ 29 Sept 2026
Shopify embraces Meta's Muse shopping agent while Amazon blocks it—a choice driven by business-model incentives. The tension reveals how agentic commerce threatens high-margin ad revenue for platforms like Amazon, while creating new distribution opportunities for others.
- Agility Robotics: Inside the First US Humanoid Company to Go Public↗ 21 Sept 2026
Agility Robotics, a US humanoid robotics startup, is going public at a $2.5B valuation with $1.8M revenue and $140M operating loss in 2025; the company plans to shift to a Robot-as-a-Service model with its Digit v5 robot, targeting $8.5K/month deployments and scaling from early-stage pilots to broader manufacturing automation.
- How Matic got robots into 10,000 homes↗ 31 Aug 2026
Matic scaled a home robot vacuum to 10,000+ homes by working backwards from existing customer problems, absorbing complexity in software rather than hardware, and iterating relentlessly on deployment data—lessons applicable across robotics and physical AI.
- The Simulation Stack in Robotics↗ 3 Aug 2026
Physics simulators and learned world models are emerging as critical infrastructure for scaling robot training data; while physics engines excel at locomotion, world models promise to handle manipulation's deformable objects, but both face sim-to-real gaps that startups are working to close.
- The Robot Data Pyramid 27 Jul 2026
- Bending Spoons S-1 Breakdown 22 Jul 2026
- RL Beyond the Verifiable 29 Jun 2026
- Build the Agent or Power the Agent? 24 Jun 2026
- Towards Continual Learning 5 Jun 2026
- The SpaceX S-1: Building the Infrastructure Layer for Space and AI 26 May 2026
- Unitree's IPO Filing: The State of the Robotics Market 18 May 2026
- Tech Earnings Season Takeaways 11 May 2026
- AI’s Public Perception Problem 4 May 2026
- To Train or Not to Train 27 Apr 2026
- AI Applications and Vertical Integration 30 Mar 2026
- Moats in the Age of AI 3 Mar 2026
- RL and The Era of Experience 10 Feb 2026
- Monetizing AI surfaces: Ads in the age of AI 28 Jan 2026
- Two AI Lab IPOs: S-1 Breakdowns 21 Jan 2026
- A few themes for 2026 29 Dec 2025
- The Rise of Background Agents 17 Nov 2025
- When ARR is not ARR 28 Oct 2025
- The OpenAI Economy 16 Oct 2025
- ChatGPT and the Great Bundling 22 Sept 2025
- The AI Browser Wars 9 Sept 2025
- The Gross Margin Debate in AI 2 Sept 2025
- The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle 4 Aug 2025
- The Rise of Verticalized AI Coworkers 29 Jul 2025
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