Mental food, as you rush. Vinit Bhansali's blog

Month March 2025

Disintermediation

Phone hardware disintermediated telecom networks OS disintermediated phone hardware Apps disintermediated the OS Soon, AI will disintermediate apps

Table stakes for running a B2B marketplace

How entrepreneurs think of B2B marketplaces has come a long way since when I last ran Buildkar. Here are two optimisations: – Demonstrate direct OEM/brand relationships to ensure higher margins and consistency in inventory availability Aside: Even brands/OEMs want to… Continue Reading →

AI revenue is about Outcomes, not Outputs

Ai is dismantling the last remaining paradigm of software revenue models. First, a quick refresher on software rev. models:Pay for hardware, software comes free.Pay for software per device.Pay for SaaS per user.Pay for internet properties with user attention.Pay for cloud… Continue Reading →

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