Jeyanthi Thangiah

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AI Innovation

The Token Scarcity Era

For two years the smartest way to build with AI was to not think about cost. That ended in a few weeks of spring 2026, and the discipline it removed turned out to be load-bearing.

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AI Innovation

From Subscriptions to Speed: The New Software Moat

SaaS Is Dead? The value of software is going down. Not the utility of it — software still runs everything. But the economic value of building it, of owning it, of charging for access to it. That’s compressing in ways that should worry anyone running a SaaS company. The big question: is SaaS dead? I’ve been …

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AI Innovation

The AI Infrastructure Boom

How Energy, Memory, and Compute Are Converging Into the New Industrial Revolution AI is often described as “software,” but that framing hides the most important truth about this moment: modern AI behaves like an industrial system, not a digital product. Intelligence is no longer compiled once and distributed cheaply forever. It is manufactured continuously,…

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AI Innovation

Manhattan Project 2.0: America’s Bold Bet on AI Dominance

From Nuclear Roots to Digital Frontier For the first time since World War II, the United States is treating scientific infrastructure itself as a strategic instrument of national power; this time powered not by uranium, but by artificial intelligence. In 2025, the United States took a decisive step in the global race for technological leadership …

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AI Innovation

From Apps to Intelligence: Inside the Enterprise Mind

1️⃣ The AI Application Layer Moment For years, the AI story has been told in terms of scale — bigger models, larger datasets, more GPUs.But in 2025, that center of gravity is shifting.According to both the a16z AI Application Spending Report and Mercury’s Startup Economics Report 2025, the real momentum is moving upward in the …

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AI Innovation

The Race to Super-Intelligence — Frontiers vs Fast-Followers

The past five years in AI have unfolded like a game of Civilization. Empires rise, expand, and occasionally get blindsided by newer, faster adversaries. In this landscape, the frontrunners are research labs and tech giants pushing the boundaries of what’s possible, while the fast-followers rapidly close the gap through scale, open-source, and execution.…

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AI Innovation

🤖 Al Doom vs Boom: Where I Stand in the Age of AI Disruption

“I’m not afraid of AGI. I’m afraid of being the last one doing everything manually while the rest of the world accelerates with AI.” The All-In podcast episode “Al Doom vs Boom” hit a nerve. You could feel the tension in the air — Chamath’s measured warnings, Sacks’ concerns about centralization, Friedberg practically sprinting into …

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