Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

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Google's 7- and 8-year-old TPUs reportedly remain at 100% utilization

A post citing Google AI infrastructure SVP Amin Vahdat says the chips are on a roughly six-year depreciation schedule.

3 Sources, 8d ago, updated 8d ago

Nebius's B200 auction reportedly showed its pricing was 15% too low

A post citing Nebius CRO Marc Boroditsky via The Information podcast says pipeline prices were 15–20% below what buyers would pay. Preemptible compute now reprices algorithmically every 15 minutes.

1 Source, 24d ago, first seen 24d ago

AI costs have reportedly fallen about 47% per quarter since 2023 at a given performance level

Epoch AI says AI is getting cheaper faster than any other transformative technology in history, with cost declines four times faster than DNA sequencing and six times faster than compute.

4 Sources, 28d ago, updated 28d ago

Okta's Todd McKinnon Calls Confusion Top AI Competitor

Investor Tanay Jaipuria shares Okta executive's quote on AI sales hurdles.

2 Sources, 49d ago, first seen 49d ago

Featured in

Google's 7- and 8-year-old TPUs reportedly remain at 100% utilization

Nebius's B200 auction reportedly showed its pricing was 15% too low

AI costs have reportedly fallen about 47% per quarter since 2023 at a given performance level

Okta's Todd McKinnon Calls Confusion Top AI Competitor

Featured in

Google's 7- and 8-year-old TPUs reportedly remain at 100% utilization

Nebius's B200 auction reportedly showed its pricing was 15% too low

AI costs have reportedly fallen about 47% per quarter since 2023 at a given performance level

Okta's Todd McKinnon Calls Confusion Top AI Competitor