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 |
|---|---|---|---|---|---|
| Issues | 289 | Founded | 3 years ago | Last Issue | 6 days ago |
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saanyaojha.substack.comLatest Issues
Same Old Nvidia: Beat, Raise, Trade Down
Two things remain reliably true in this unpredictable world: the sun rises in the east, and every quarter Nvidia beats earnings before somehow trading down.
The company delivered another absurd beat-and-raise. Revenue was $81.6B, up 85% ye...
Google I/O at the Foothills of the Singularity
Everything, Everywhere, All at I/O
Google I/O Day 1 was yesterday, and Google did what Google does best: brought the fireworks, then set them all off at once.
OpenAI and Anthropic understand something Google does not seem to get: attentio...
Show Me the Monet
One of the most revealing AI experiments this week involved no AI at all.
Artist and provocateur SHL0MS posted an actual Monet painting, claimed it was AI-generated, and asked people to critique it.
The mob showed up with pitchforks and a...
ChatGPT Wants to See Your Bank Account
When Mint shut down two years ago, I felt strangely unmoored. I had used it for years. It was clunky, the categorization was often wrong, and the interface had all the elegance of a tax form. Half the experience involved explaining to Mint...
🧾 Weekly Wrap Sheet (05/15/2026): Control & Context
🎬 TL;DR
- Anthropic reminded private-market tourists that access is not ownership. As AI companies stay private longer, scarcity is creating a shadow market of SPVs, synthetic exposure, and “exclusive access” pitches - but the cap t...
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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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