Baker Nanduru

AI: The Half-Time Report
What I said in January. What actually happened. What I'm adjusting.
Jul 4 • Baker Nanduru

June 2026

The First Regulators
The AI regulator you didn’t see coming was already in your client meeting
Jun 30 • Baker Nanduru
Panic with an AI Roadmap
AI-native and AI-powered are both legitimate. The mistake is not knowing which one you are — and panicking into the wrong answer.
Jun 3 • Baker Nanduru

May 2026

SpaceX S-1 Believability Test
Reading it as a business builder, not an investor
May 31 • Baker Nanduru
The Broken SaaS Dashboard
You're running two businesses. Your P&L shows one.
May 30 • Baker Nanduru
The AI Hypester’s Playbook
Sam Altman didn't change his mind. He changed what the moment required.
May 30 • Baker Nanduru
The Fear Product
Fear was the product. The IPO changed the pitch.
May 26 • Baker Nanduru
Intro
Professional services firms are rapidly adopting AI, but many are still trying to understand what actually creates measurable business impact.
May 22 • Baker Nanduru
0:31
The Leverage Gap
My running group. My mortgage. And the $3M question I can't stop thinking about.
May 16 • Baker Nanduru
The AI Bill I Can't Stop Paying
Cloud's up 20%. Customers want it for free.
May 16 • Baker Nanduru
The Lonely Unicorn
A unicorn that needs no humans helps no humans.
May 12 • Baker Nanduru
Oh No
Five to ten times a quarter, the sky falls. Then, it doesn't
May 10 • Baker Nanduru
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