Archive - Karthik Ramadoss

AI Waypoints: Week of April 6, 2026 — Edition #4

The open-weight gap closed: a model running on a Raspberry Pi just ranked #3 in the world

Apr 6 • Karthik’s AI Wanderlust

The Terraform Migration That Isn’t About Terraform

IBM’s March 31 deadline passed. The free tier is gone. And most teams are asking the wrong question about what to do next.

Apr 3 • Karthik’s AI Wanderlust

NVIDIA Builds the Factory Floor. RSA Sells the Fire Exits. They Need Each Other.

Two conferences, two weeks apart, one trillion dollars in the middle — and nobody can agree on how fast to spend it.

Apr 1 • Karthik’s AI Wanderlust

March 2026

AI Waypoints: Week of March 24, 2026 — Edition #3

AI Waypoints: Week of March 24, 2026 — Edition #3

Mar 30 • Karthik’s AI Wanderlust

The Rungs Are Gone: AI Isn't Replacing Workers — It's Locking Out the Next Generation

The unemployment rate looks fine. That’s the problem.

Mar 27 • Karthik’s AI Wanderlust

AI Waypoints: Week of March 17, 2026 — Edition #2

Ten enterprise AI signals to guide your week.

Mar 24 • Karthik’s AI Wanderlust

The Speakeasy Problem: Why Banning AI at Work Guarantees You Lose Control of It

900 million people use ChatGPT every week. Your employees are among them, with or without your permission.

Mar 24 • Karthik’s AI Wanderlust

The real SaaS killer isn't AI. It's the startups that never had per-seat pricing.

The company most vocal about “SaaS dissolves into agents” just launched a $99/seat bundle.

Mar 20 • Karthik’s AI Wanderlust

AI Waypoints - Edition #1

Week of March 17, 2026 — Edition #1

Mar 16 • Karthik’s AI Wanderlust

Per-Seat Pricing Is Dying. Your SaaS Contract Shouldn't Go With It.

Jefferies slashed Workday’s price target by 54%. Then Workday beat earnings. Someone is wrong — and enterprise operators know who.

Mar 14 • Karthik’s AI Wanderlust

Microsoft just validated Anthropic's entire go-to-market strategy

$13 billion into OpenAI, and the biggest product launch of 2026 runs on Claude.

Mar 12 • Karthik’s AI Wanderlust

The Quiet Reorg: AI is Redrawing Financial Services Org Charts

Nobody got a layoff notice. The reorg is happening at the hiring gate.

Mar 7 • Karthik’s AI Wanderlust

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