A·B

Ayan
Bhattacharyya

Operator. Investor. Writing about what AI costs, how it sells, and where it goes next.

PORTRAIT · FORTHCOMING
NOW  —  A QUARTERLY LEDGERQ3 · 2026

Launched this site. Next essay in progress: the real economics of inference. Building the go-to-market plan for the second half.

  Latest writing

Power is the new siliconFORTHCOMING
The real economics of inferenceFORTHCOMING
What forecast operations taught me about pipeline truthFORTHCOMING

Investing

BHV — Bhattacharyya Holdings & Ventures is a personal investment holding company. The thesis areas: AI infrastructure, energy for compute including nuclear, semiconductors, enterprise software, and select frontier technology. I like founders who know their unit costs cold — compute, power, people — and who pays for them.

Personal capacity. Nothing here is investment advice, an offer, or a solicitation.

Advisory & Boards

Useful for go-to-market operating systems at scale, AI-infrastructure strategy, category and account prioritization, and growth-stage-to-IPO work.

For board and advisory conversations: hello@ayanbhattacharyya.com

Newsletter

Occasional essays on AI infrastructure and company-building. No noise.

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