At the intersection of technology, investing, and policy.https://www.vinayiyengar.com/https://www.vinayiyengar.com/posts/2026-06-04-request-for-startups-ai-rollup-edition/https://www.vinayiyengar.com/posts/2026-06-04-request-for-startups-ai-rollup-edition/Over the last year, I’ve met hundreds of founders pursuing the AI-enabled rollup thesis.Thu, 04 Jun 2026 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2025-09-08-value-creation-for-ai-rollups/https://www.vinayiyengar.com/posts/2025-09-08-value-creation-for-ai-rollups/One of the most common topics I’m asked about is how AI-enabled rollups create value post-acquisition.Mon, 08 Sep 2025 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2025-01-17-the-dawn-of-ai-rollups/https://www.vinayiyengar.com/posts/2025-01-17-the-dawn-of-ai-rollups/The vast majority of the US economy is services-based, with sectors like business/professional services, real estate, and healthcare dominating spend and employment.Fri, 17 Jan 2025 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2024-02-22-why-2024-will-be-the-year-of-inference/https://www.vinayiyengar.com/posts/2024-02-22-why-2024-will-be-the-year-of-inference/In 2023, we saw LLMs near expert-level performance on the MMLU (massive multitask language understanding) benchmark — a test designed to evaluate models on subjects including STEM and social sciences...Thu, 22 Feb 2024 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2023-11-15-the-data-hub-and-spoke-data-infrastructure-3-0-for-the-age-of-generative-ai/https://www.vinayiyengar.com/posts/2023-11-15-the-data-hub-and-spoke-data-infrastructure-3-0-for-the-age-of-generative-ai/Over the past decade, the term “modern data stack” has come into prominence with the rise of cloud-native software and an increasingly smart, connected world.Wed, 15 Nov 2023 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2022-08-04-the-promise-and-perils-of-large-language-models/https://www.vinayiyengar.com/posts/2022-08-04-the-promise-and-perils-of-large-language-models/Large language models (LLMs) are arguably the most important machine learning (ML) innovation of the past decade.Thu, 04 Aug 2022 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2022-06-02-the-atoms-and-bits-renaissance/https://www.vinayiyengar.com/posts/2022-06-02-the-atoms-and-bits-renaissance/Silicon Valley’s roots are at the intersection of atoms and bits – an area that’s taken a backseat in recent years amidst the rapid ascension of the software industry.Thu, 02 Jun 2022 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2021-09-28-the-latest-insights-from-the-tsv-open-source-index/https://www.vinayiyengar.com/posts/2021-09-28-the-latest-insights-from-the-tsv-open-source-index/The latest data from the Two Sigma Ventures Open Source Index is now live here.Tue, 28 Sep 2021 00:00:00 GMTTechnologyhttps://www.vinayiyengar.com/posts/2021-07-23-the-great-unbundling-jamstack-and-the-future-of-the-web/https://www.vinayiyengar.com/posts/2021-07-23-the-great-unbundling-jamstack-and-the-future-of-the-web/Originally published on The New Stack. Co-authored with Andy Kangpan.Fri, 23 Jul 2021 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2021-04-19-launching-the-two-sigma-ventures-open-source-index/https://www.vinayiyengar.com/posts/2021-04-19-launching-the-two-sigma-ventures-open-source-index/Originally published on the Two Sigma Ventures blog.Mon, 19 Apr 2021 00:00:00 GMTTechnologyhttps://www.vinayiyengar.com/posts/2020-10-27-the-rise-of-ml-ops-why-model-performance-monitoring-could-be-the-next-billion-dollar-industry/https://www.vinayiyengar.com/posts/2020-10-27-the-rise-of-ml-ops-why-model-performance-monitoring-could-be-the-next-billion-dollar-industry/Originally published on the Two Sigma Ventures blog. Co-authored with Frances Schwiep.Tue, 27 Oct 2020 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2020-09-09-apache-combinator/https://www.vinayiyengar.com/posts/2020-09-09-apache-combinator/Paradoxically, a non-profit organization started for the public benefit has become the world’s leader in creating infrastructure software companies and is responsible for generating billions of dollar...Wed, 09 Sep 2020 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2020-07-17-lessons-from-automating-inequality/https://www.vinayiyengar.com/posts/2020-07-17-lessons-from-automating-inequality/I recently read Virginia Eubanks’ wonderful book, “Automating Inequality,” and came away compelled to share some of my key takeaways on principles to design more inclusive and just technology.Fri, 17 Jul 2020 00:00:00 GMTPolicyTechnologyhttps://www.vinayiyengar.com/posts/2020-05-15-state-of-ai-in-2020/https://www.vinayiyengar.com/posts/2020-05-15-state-of-ai-in-2020/I was recently asked to give a keynote on “Licensing in the Age of AI” for the Licensing Executives Society (LES).Fri, 15 May 2020 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2020-04-05-covid19-the-consumerization-of-saas/https://www.vinayiyengar.com/posts/2020-04-05-covid19-the-consumerization-of-saas/As the COVID19 pandemic spreads around the world, millions of workers are adjusting to the new reality of working remotely.Sun, 05 Apr 2020 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2019-11-16-the-democratization-of-creation/https://www.vinayiyengar.com/posts/2019-11-16-the-democratization-of-creation/The secular trend I am most excited about is something I refer to as “the democratization of creation.” What I mean by this is simply the following: building something and distributing it to the world...Sat, 16 Nov 2019 00:00:00 GMTInvestingPolicyTechnologyhttps://www.vinayiyengar.com/posts/2019-01-29-my-2018-predictions-how-did-i-do/https://www.vinayiyengar.com/posts/2019-01-29-my-2018-predictions-how-did-i-do/At the beginning of 2018, I wrote a post outlining a few of my predictions for the venture world in 2018. Here’s a quick review of what they were and how things turned out.Tue, 29 Jan 2019 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2018-06-08-reflections-from-iot-devcon-2018/https://www.vinayiyengar.com/posts/2018-06-08-reflections-from-iot-devcon-2018/I had the privilege of giving a keynote this week at the annual Internet-of-Things Developers Conference in Santa Clara. Below are the slides from my presentation.Fri, 08 Jun 2018 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2018-03-30-when-consumer-packaged-goods-start-acting-like-software/https://www.vinayiyengar.com/posts/2018-03-30-when-consumer-packaged-goods-start-acting-like-software/Originally published in Venture Beat, co-authored with Dr. Jeffrey Rayport.Fri, 30 Mar 2018 00:00:00 GMTTechnologyhttps://www.vinayiyengar.com/posts/2018-03-29-a-call-to-action-for-south-asian-american-millennials/https://www.vinayiyengar.com/posts/2018-03-29-a-call-to-action-for-south-asian-american-millennials/Originally published in The Aerogram, co-authored with Neil Davey.Thu, 29 Mar 2018 00:00:00 GMTPolicyhttps://www.vinayiyengar.com/posts/2018-01-04-predictions-for-the-venture-world-in-2018-bursting-bubbles/https://www.vinayiyengar.com/posts/2018-01-04-predictions-for-the-venture-world-in-2018-bursting-bubbles/The New Year is upon us and it is already shaping up to be an exciting one in the entrepreneurial ecosystem. I have several predictions for the year ahead that I want to share.Thu, 04 Jan 2018 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2017-06-23-artificially-intelligent-criminal-justice-reform/https://www.vinayiyengar.com/posts/2017-06-23-artificially-intelligent-criminal-justice-reform/Originally published in the Harvard Political Review.Fri, 23 Jun 2017 00:00:00 GMTPolicyTechnologyhttps://www.vinayiyengar.com/posts/2017-05-23-the-direct-to-consumer-revolution/https://www.vinayiyengar.com/posts/2017-05-23-the-direct-to-consumer-revolution/Co-authored with Andreas Vandris.Tue, 23 May 2017 00:00:00 GMTInvestingTechnologyhttps://www.vinayiyengar.com/posts/2016-01-27-silicon-valleys-edtech-problem/https://www.vinayiyengar.com/posts/2016-01-27-silicon-valleys-edtech-problem/Technology has been hailed repeatedly as the savior of the American education system.Wed, 27 Jan 2016 00:00:00 GMTPolicyTechnology