Beyond10x by Pranjal Kalra
Pranjal KalraMental models, tools, and frameworks to thrive in an uncertain world—thinking beyond the obvious.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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beyond10x.substack.comLatest Issues
[Part 3] Can these AI businesses (ChatGPT, Anthropic) actually make money in the future?
In Parts 1 and 2, I laid out the revenue and the costs. The summary is uncomfortable. OpenAI is spending $1.35 for every dollar it earns. Anthropic is marginally better per paying user, but burning fast. Both are projecting profitability ar...
The Math Behind Your $20 Subscription of LLM models
In Part 1, I looked at the revenue side of OpenAI and Anthropic, users, segments, and growth projections that have investors paying $852 billion for a company that does not yet make money. In this piece, I want to go into the cost layer: wh...
AI Economics: Who Actually Gets Paid When You Use ChatGPT?
OpenAI and Anthropic are racing toward a public listing before the end of the year, both carrying valuations that would make them among the most valuable companies ever to hit Wall Street. Before I form a view on either, I do what I did at...
The Shrinking Pie: Why AI Creates More Competition, Not Fewer Jobs
Crooked game of levelling up
I remember one time at a Bain offsite, we made our top partners, people who had been at the firm for decades, play a fun game. Make a slide using the latest Bain toolkit in PowerPoint. Just for laughs. Exce...
The 10X AI bet, falling behind, and freeing up your Sunday tasks!
Where to start: The 0.1X ambition project
Everyone kept telling me AI would 10X my life. I figured I’d settle for 0.1X.
So one Sunday, tired of staring at three months of credit card statements I’d been quietly avoiding, I finally open...
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The writers behind this newsletter.
11+ years of building companies in India/ South East Asia | Ex-consultant turned Tech operator
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