I’m Akash Bajwa, an early stage VC investor.

Here on Software Synthesis I write about the evolution of technology companies in the age of AI - from how they’re built and scaled, to how they go to market and create enduring value. Additionally, I interview leading experts and host roundtables on the same themes of building AI-native companies.

Readers include operators from OpenAI, Anthropic, Databricks, Stripe, and more, that are building, scaling, or investing in AI and software.

What to Expect

Insights on:

• AI-Native Companies: How building a technology company is changing in the age of AI

• Go-To-Market Excellence: Unpacking GTM strategies from leading operators at the likes of Stripe, ElevenLabs, Databricks and more

• Technology Market Structure: Analysing software market structures, business models and markers of business quality

• Company Building Strategy: Insights on scaling from single-product to multi-product suites, talent density, org design and other traits of generational companies

Roundtables bringing together the European AI community, with many attendees meeting their future cofounders or hires at these curated roundtables:

• From electrons to inference with Crusoe’s Erwan Menard

• The Future of Software Engineering with Anthropic

• Evals with Alec Barber, OpenAI

• RL Environments with Scale AI

• Open Source Model with Alibaba Qwen

• Coding Agents with Cursor

• MCP ecosystem with Anthropic

The Hits

Here are some of the most popular articles over the years:

1. Application Software Is Dead, Again

2. The Future Of Software Engineering with Anthropic

3. Does Concentration Risk Matter In AI?

4. The Endgame Of Vertical Integration

5. Sparse By Design

6. Long-Horizon Agents: Compute, Memory and Power Profile

7. The Evolution Of Enterprise Software

8. Agent Labs: Workload-Harness Fit

9. Multi-Product In Pictures

10. R&D leverage in software: Multi-product greatness to drive terminal FCF

Connecting

I’d love to hear from you! Whether you’re a founder or operator, looking for a new challenge or just looking to trade notes, feel free to reach out to me on LinkedIn or X.

Additionally, please:

• Reply to the emails with your thoughts or questions

• Share any articles that resonate with your network

This really helps me refine the focus of the writing and events.

Thank you again for subscribing and please share Software Synthesis with your friends.

Regards,

Akash