Companies become infrastructure.

Writing about applied AI and the economics of technology products.

Building Turingly.

Sanej Bandgar

Latest deep dive

March 2026

Cloudflare

From web security to the infrastructure behind applications and AI.

$2.17B FY 2025 revenue

4,298 Large customers

4.5M Developers

Selected builds

Predictive turnaround planning for refineries and chemical plants.

Document intelligence for lending compliance.

Short drills for the conversations managers actually have.

Applied AI strategy informed by two decades of building products.