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The Future Of Software Engineering with Anthropic
With Ash from Anthropic and Sivesh from Balderton Capital
Mar 16
Vertical Integration: Model vs Product Companies
The False Dichotomy of Model Vs App Layer
Dec 16, 2024 • Akash Bajwa
Second-order effects of AI in Vertical SaaS
How AI affects founders in vertical SaaS markets
May 15, 2023 • Akash Bajwa
The Evolution Of Enterprise Software
Systems Of Records And Action Give Way To Agentic Systems
May 26, 2025 • Akash Bajwa
Forward Deployed Engineers: A Means To An End For AI Startups
Capturing Business Logic And Expert Reasoning
Feb 3, 2025 • Akash Bajwa
The Post-R1 World
AI Economics Have Irreversibly Changed
Jan 27, 2025 • Akash Bajwa
The End Of ARR
Implications Of Agent Pricing
Nov 4, 2024 • Akash Bajwa
Application Software Is Dead, Again
Data Fabrics, Agent Labs, Moving Up And Down The Stack
Nov 17, 2025 • Akash Bajwa
The Founder GTM Handbook
How Databricks, Stripe, Notion and more built their GTM engine
Dec 24, 2024 • Akash Bajwa
Notes On China
Breakneck, Five-Year Plans and Bubbles
Sep 8, 2025 • Akash Bajwa
Systems Of Record in the AI age: ServiceNow, SAP and Workday
Goal: AI Operating System Of The Enterprise
May 12, 2025 • Akash Bajwa
The State Of MCP
July 2025 Pulse Check
Jul 1, 2025 • Akash Bajwa
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