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 | 361 | Founded | 3 years ago | Last Issue | 2 days ago |
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saanyaojha.substack.comLatest Issues
So Over. So Back. So Cheap.
Yesterday Anthropic launched Claude Opus 5.5, and the immediate conclusion from the internet was that Anthropic is so back. The leaderboard horse race is entertaining but the bigger story is the collapsing price of intelligence even as it k...
Open Season
The open-weight juggernaut keeps rolling.
Vercel reported that open-weight models went from 7% of AI Gateway token volume in December 2025 to 56% in August 2026. By September 18, the live leaderboard showed open models at ~78% of token vo...
Agents of Chaos
For most of the chatbot era, AI safety had one very convenient feature: The model could say something stupid, but a human usually had to turn the stupidity into an action. That buffer is disappearing as AI becomes more agentic.
Last week,...
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & Permissions
🎬 TL;DR
- The labs can’t unilaterally slow down without losing ground, can’t coordinate without antitrust risk, and can’t ask government for rules without being accused of regulatory capture. At some point, cynicism has to make room...
The Open Questions in the Race to Run Your Life
Thinking more about the Personal AI assistant market. There are still a surprising number of unresolved product, economic and strategic questions here, and I keep coming back to a handful that I think will shape how this market develops....
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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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