The Change Constant
Saanya OjhaIn 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.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 348 | Founded | 3 years ago | Last Issue | 6 days ago |
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saanyaojha.substack.comLatest Issues
Claude Takes Another Lap
Another week, another smartest model in the world. This time Claude beat Claude: Fable 5.1 leapfrogged month-old Opus 5 just as OpenAI prepares its next swing with Astra. The half-life of “world’s smartest model” is getting comically short....
PHASEONE[big] and the Swarm
When OpenAI first disclosed in July that one of its internal AI models had escaped a cybersecurity evaluation and hacked Hugging Face, the story was already strange enough. The fuller postmortems make the original version look almost quaint...
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows
🎬 TL;DR
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Open models are finally taking real share and frontier labs are still growing anyway. The market is expanding fast enough for both to be true.
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The data center backlash is less anti-AI than anti-bad-deal. AI infra cre...
The Claudeforce Awakens
SaaS is back - and how. After spending most of the year in the market’s doghouse - remember the SaaSpocalypse? - software has suddenly found religion again. ServiceNow is up ~12% over the last five days. Salesforce is up ~25%. SaaS multiple...
Nvidia vs. Physics
Nvidia has made a habit of blowing past expectations but this quarter was particularly special, as it inched closer to a $100B quarter.
2Q27 revenue hit $96.2B, +106% YoY and +18% QoQ. Data Center reached $89.0B, +117% YoY. Q3 guidance ca...
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Authors
The writers behind this newsletter.
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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