Three of the most consequential IPO filings in stock market history just happened within two weeks of each other. SpaceX filed its public S-1 on May 20. OpenAI filed confidentially around May 22, targeting a debut above $1 trillion. Anthropic filed its own S-1 on June 1 at a private valuation approaching $1 trillion, withContinue reading “The Most Important Question the AI IPO Boom Isn’t Asking”
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Decoding Tokenomics: From Brute-Force Reasoning to Architectural Minimalism
The enterprise AI landscape is hitting a quiet but definitive turning point. Over the last two years, organizations rushed to move their generative AI proofs-of-concept into production, driven by the sheer awe of what frontier LLMs could accomplish. We built multi-agent frameworks, dense RAG pipelines, and autonomous workflows capable of orchestrating complex enterprise tasks. ButContinue reading “Decoding Tokenomics: From Brute-Force Reasoning to Architectural Minimalism”
The trap of functional excellence in executive succession
Time and time again, I have seen this story play out – the best sellers and best product people get promoted to run a P&L and many of them fail. The best of P&L leaders get promoted to run a business and many of them fail. Not all of them fail – but enough doContinue reading “The trap of functional excellence in executive succession”
And Vijay Says... 