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On The Frontier

Shomik Ghosh

Podcast & Posts on founders, investors, and products operating On The Frontier of innovation

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues136Founded5 years agoLast Issue4 months ago
Active

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Latest Issues

Software Is Fine

Under-rated T Swift song

Everyone is freaking out about software. Like in the old days when AWS would announce something and investors would collectively gasp, so too is happening when anything in AI comes out.

Let’s not forget that the s...

4 months ago
10

AI - An Enablement Shift

A core concept that has helped me understand the rapid permeation of AI through society has been referring to it as an Enablement Shift vs a Paradigm Shift.

Paradigm Shift has a deep connotation to it. It’s fundamentally “changing everyth...

4 months ago
6
2

Building AI Infra at Cloudflare - Dane Knecht (CTO, Cloudflare)

Cloudflare has retained exceptional talent, continued shipping products at a rapid scale even as they’ve grown to a $80B+ valuation, and are positioned as a leading developer platform for the agentic era with Workers. One of the key individ...

6 months ago
3
1

Why Vertical SaaS is Riding the Waves of AI to New Heights

Recent interviews from Andrej Karpathy, research papers on ArXiv, and analogies to the human brain point to near term model advancements that will be a huge boon for vertical applications.

While there is certainly some interest in Vertical...

7 months ago
24
1

Identity in the Age of AI - Arnab Bose (Chief Product Officer, Okta Platform)

A huge challenge coming to the exponential growth of AI agents is security and auth. Enterprises will have challenges adopting agents in critical workflows without these. There’s a race to solve this problem and today we’ll hear from one of...

a year ago
5

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  • Shomik Ghosh

    Continuously learning investor in search of companies building in interesting markets

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