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The Change Constant

Saanya Ojha

In tech and business, as in life, the only constant is change. Weekly teardown of the biggest news in tech and finance, with some wisdom along the way.

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Substack
PricingOnly free issuesPublishesDaily
Issues313Founded3 years agoLast Issue4 days ago
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Latest Issues

The Prodigal Model Returns

There was a flurry of activity in camp Anthropic yesterday.

The day began with the launch of Claude Sonnet 5, positioned as a cheaper, more agentic workhorse for tool use and autonomous workflows.

The benchmarks are... complicated.

Son...

4 days ago
3

The Token Stops Here

My favorite genre of conversation is with CTOs of very large companies who make decisions that move thousands of employees, billions of dollars, and occasionally entire vendor categories - and yet have absolutely no social presence.

They a...

5 days ago
10

GPT-5.6 and the Politics of Launch

GPT-5.6 is an impressive model release. It is also a revealing political event.

OpenAI delayed broad availability after the U.S. government requested an initial restricted rollout to vetted partners while national security evaluation conti...

6 days ago
9

🧾 Weekly Wrap Sheet (06/26/2026): Recalls, Roles & Routing

🎬 TL;DR

  • Frontier AI now has a recall regime. The problem is that no one knows who decides, what evidence counts, or whether allies get treated differently from adversaries.

  • Claude in Slack turns AI from a work destination int...

7 days ago
3

Open Weight, Heavy Impact

The frontier-model market used to have a clean hierarchy: the best models were closed, American, expensive, and accessed through an API. GLM-5.2 is inconvenient because it attacks all four assumptions at once.

China-based Z.ai’s new open-w...

10 days ago
8
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  • Saanya Ojha

    Reformed hedge fund investor, current venture capitalist, and lifelong student of business. Partner at Bain Capital Ventures. Previously: Coatue, Goldman Sachs.

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