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The Future Of Software Engineering with Anthropic
With Ash from Anthropic and Sivesh from Balderton Capital
Mar 16
24
2
Vertical Integration: Model vs Product Companies
The False Dichotomy of Model Vs App Layer
Dec 16, 2024
•
Akash Bajwa
64
1
4
Second-order effects of AI in Vertical SaaS
How AI affects founders in vertical SaaS markets
May 15, 2023
•
Akash Bajwa
62
6
1
The Evolution Of Enterprise Software
Systems Of Records And Action Give Way To Agentic Systems
May 26, 2025
•
Akash Bajwa
48
2
2
Forward Deployed Engineers: A Means To An End For AI Startups
Capturing Business Logic And Expert Reasoning
Feb 3, 2025
•
Akash Bajwa
30
3
The Post-R1 World
AI Economics Have Irreversibly Changed
Jan 27, 2025
•
Akash Bajwa
23
6
The End Of ARR
Implications Of Agent Pricing
Nov 4, 2024
•
Akash Bajwa
22
3
Application Software Is Dead, Again
Data Fabrics, Agent Labs, Moving Up And Down The Stack
Nov 17, 2025
•
Akash Bajwa
14
1
1
The Founder GTM Handbook
How Databricks, Stripe, Notion and more built their GTM engine
Dec 24, 2024
•
Akash Bajwa
23
1
Notes On China
Breakneck, Five-Year Plans and Bubbles
Sep 8, 2025
•
Akash Bajwa
23
3
Systems Of Record in the AI age: ServiceNow, SAP and Workday
Goal: AI Operating System Of The Enterprise
May 12, 2025
•
Akash Bajwa
7
1
1
The State Of MCP
July 2025 Pulse Check
Jul 1, 2025
•
Akash Bajwa
12
3
1
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