The personal blog of Mukund Mohan
AWS Partners, ISV and Solution Consultants 📐 TAM inputs: 67,813 companies with cloud platform, sector, headcount, and geography — a searchable bottoms-up TAM dataset, free to filter. Most startup TAM slides are wrong. Not because the founders are dishonest — because the data they re drawing from is either self-reported survey data from vendors with a stake in the Continue reading How to Size Your…
Pip: Mukund Mohan has been watching tech companies celebrate record revenue while simultaneously handing out layoff notices, and he d like a word. Mara: This episode is one deep dive — into the financial mechanics quietly reshaping how tech companies hire, compensate, and measure success. Stock-based compensation, AI token economics, and what it means for anyone Continue reading Podcast Episode:…
If you look at the tech landscape right now, something doesn’t add up. Companies like Cloudflare, Wix, and ClickUp are posting spectacular revenue growth and hitting record metrics. Yet, the layoffs haven t stopped. Executives stand on stage pointing at AI restructuring, leaving thousands of product managers and engineers wondering: If we are winning, why are Continue reading The Silent Capital…
Everyone is obsessed with prompt engineering. I think that’s already becoming the wrong abstraction. The best enterprise agents won’t win because they started with a better prompt.They’ll win because they build better feedback loops. Something subtle but extremely important:agents didn’t improve from adding more rules. It improved when they stopped treating the agent like software…and Continue…
A single AI agent is useful. A team of AI agents working together is a completely different category of software. Most people still think about AI agents the wrong way. They imagine a single super-agent that can research, write, code, analyze, review, and execute tasks end-to-end. That model works for demos. It breaks under real Continue reading Single agents are not enough. You need a team of…
Sometimes speed is just impatience wearing ambition’s clothes. Silicon Valley has always been brutal about the future. Nobody cares what you built ten years ago.Nobody gives you permanent credit because you took a company public.If you stop building, you disappear. That’s actually one of the best things about the Valley. But lately, I think speed Continue reading Speed without learning is just…
Most people still use AI like it is a chatbot. That framing is already obsolete. AI is not becoming a feature. It is becoming a complete industrial stack, with its own infrastructure layers, operating systems, orchestration frameworks, application ecosystems, and economic gravity. What cloud computing did to enterprise infrastructure over the last twenty years, AI Continue reading The Digital AI…
AI and LLMS won’t kill Salesforce or most other SaaS. First: Salesforce was never “just” the UI. The UI was the enforcement mechanism for structured data capture. That is different. The real moat was always organizational standardization. Salesforce won because entire GTM organizations reorganized themselves around its ontology: Accounts, Opportunities, Stages, Forecasts, Territories, Approvals.…
What AI is actually doing to companies beneath the product layer is not obvious to most entrepreneurs. It is not really about recruiting. It is about institutional design becoming the new competitive advantage once software itself becomes fluid. The core argument is simple: When models, workflows, interfaces, and even product categories converge fast enough, the Continue reading AI Is Killing…
Seeing today’s latest round of “AI layoffs” discourse reminded me of something uncomfortable that I think a lot of people in tech already know, but are hesitant to say out loud. These layoffs are not really about AI replacing workers directly. But they are still because of AI. That distinction matters. A lot of ink Continue reading What AI is doing is exposing where companies were already…