Archive - The Hypothesis

Don’t disrupt the Software!

How new age AI Native Companies are tackling the enterprise landscape?

Apr 22 •

March 2025

Enterprise AI Adoption: Klarna S1

Deciphering the state of adoption of AI in best companies

Mar 17 •

November 2023

Interview with Phillip Carter: Building Enterprise Grade LLM Applications

Challenges with Building LLM Applications!

Nov 10, 2023 •

1:00:28

September 2023

The season of IPOs: Arm F1 Teardown

Evaluating the US$52B Valuation ask

Sep 11, 2023 •

July 2023

Microsoft and Activision: The Bitter Pill we need to Swallow

Implications of Microsoft's acquisition of Activision Blizzard

Jul 17, 2023 •

May 2023

Beyond Bias to Action: AI Startups and Big Tech

How new AI companies can accrue large Value Pools?

May 11, 2023 •

February 2023

The Platform Dilemma

Balancing drying margins while simultaneously securing distribution!

Feb 28, 2023 •

January 2023

The house that NVIDIA, TSMC and ASML Built!

Hardware infra stack powering the AI and ML Models (such as Transformers) and why it is incredibly difficult to replicate?

Jan 16, 2023 •

September 2022

This is The Hypothesis, a newsletter about Tech | Business | Market.

Sep 29, 2022 •

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