Camino Real

There will be better problems to solve

The mathematical community thinks AI is a threat to intellectual work. But history shows that technological progress frees us to tackle higher-order…

Oct 31 • Gyan Panday

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February 2026

When would AI replace B2B SaaS?

Advancements in AI have sunk many Software as a Service (SaaS) stocks. However, replacing most SaaS products—especially business-to-business (B2B)—with…

Feb 12 • Gyan Panday

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January 2026

When states try to tax the rich

It is an idea that appeals to many voters and politicians alike. What do we know about recent attempts to raise revenue by taxing the rich?

Jan 5 • Gyan Panday

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December 2025

Top 5 reads from 2025

Here is a list of books that I found most compelling in 2025.

Dec 18, 2025 • Gyan Panday

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Archives: Reading 100 books a year

Reading a lot of books in a short time can be difficult to manage at first. However, once entrenched in your lifestyle, it becomes second nature. Here…

Dec 15, 2025 • Gyan Panday

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November 2025

How did we end up with trillions on compute?

By 2030, total AI data center spending could amount to $5T. Two frameworks can help us understand the rationality, or lack thereof, behind this…

Nov 29, 2025 • Gyan Panday

AI startups have a value chain problem

Being an AI startup can be tough unless you have sufficient ownership of your value chain.

Nov 20, 2025 • Gyan Panday

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For venture capital, 2025 looks like 1999

VC funds from 1999 underperformed. It is becoming difficult to ignore the similarities between 1999 and 2025.

Nov 13, 2025 • Gyan Panday

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How would the AI bubble end?

We cannot say when it will end. But we can have plausible hypotheses about how it will end.

Nov 5, 2025 • Gyan Panday

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