Shubhang JaniExploring the Microcosmic Layers of the Generative AI StackAn end-to-end analysis identifying where durable economic value will accrue across the stack.17 min read·Jul 19, 2023----
Shubhang JaniDisintermediating traditional banking, in real-time.A thesis-driven analysis of real-time payments and the potential impact on the digital payments ecosystem.16 min read·Mar 29, 2023----
Shubhang JaniGrowth & Profitability in Software— Why Frothy Markets Create Bubbles that PopAn analysis of the current software market and how a focus on fundamentals can lead to long-term success14 min read·Nov 14, 2022----
Shubhang JaniDrivers of Data Observability SoftwareAs software companies become more data-driven and embrace digital transformation, the reliance on strong infrastructure will be…6 min read·Nov 3, 2021----
Shubhang JaniDynamics of SaaS Investing — Growth, Retention, and ProfitabilityA closer look at an intriguing dynamic for growing SaaS companies.12 min read·Jun 2, 2021----
Shubhang JaniInvesting in Fiber to the XHow last-mile telecom can revolutionize the way we communicate.10 min read·Apr 29, 2021----
Shubhang JaniValue Creation in Private EquityHow Private Equity has evolved from leverage to multiple arbitrage to EBITDA growth8 min read·Apr 14, 2021----