Software Synthesis
Akash BajwaAI & Startup strategy for founders/operators
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 161 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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akashbajwa.coLatest Issues
Agent Traffic: Infrastructure & Security Software Signals
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For the first time in human history, in Q2, more than 50% of the traffic flowing across Cloudflare’s network was not human. The number of requests on our network from AI agent...
Does Concentration Risk Matter In AI?
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Data from Ramp revealing the degree of revenue concentration at the labs was a Rorschach test.
The bullish take is that the top 1% are simply early adopters and the rest wou...
Long-Horizon Agents: Compute, Memory and Power Profile
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Long-term, I think we're going to end this year at maybe 50/50 background and real-time workloads, but I see this going to 90/10 in favor of background.
Neil Movva, CEO...
The Endgame Of Vertical Integration
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Model Labs and Agent Labs are converging.
Anthropic continues to develop first-party applications that compete with their customers..
Whilst Harvey comes full-circle and sta...
Europe's AI Buildout With SemiAnalysis' Jeremie Eliahou Ontiveros
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Last week I had the pleasure of interviewing Jeremie Eliahou Ontiveros from SemiAnalysis. Eliahou Ontiveros is Managing Director for Datacenter, Energy, Industrials Research a...
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The writers behind this newsletter.
Principal @ Earlybird Venture Capital, investing across Europe from inception onwards.
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