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Knick-knacks on tech, startups, business and life. Read by 29k+ people from around the world including top founders, operators and investors.

Articles

India's Next Entertainment Boom Could Be 90 Seconds Long

Aug 30, 2026

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7 min read

India's Next Entertainment Boom Could Be 90 Seconds Long

India's micro-drama industry is exploding as short episodic shows combine the addiction of reels with the storytelling of television. AI is making production cheaper, but China's experience offers a warning: when everyone can create, quality becomes the real moat.

Peeyush Jain

Aug 26, 2026

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2 min read

The Future, Made in China

Leadership, Semiconductors, Kimi K3, and Understanding

Peeyush Jain, +1

China's AI Strategy Is Becoming Clearer: Don't Win the Race, Change It

Aug 23, 2026

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6 min read

China's AI Strategy Is Becoming Clearer: Don't Win the Race, Change It

Moonshot AI's Kimi K3 is challenging America's lead in artificial intelligence, but the bigger story is China's strategy to use cheaper, open-weight AI to win market share while building technological independence.

Peeyush Jain

Aug 19, 2026

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2 min read

Letter to Shareholders

Success, Thrive Capital, Guyana, and Abundance

Peeyush Jain, +1

The Yen Is Japan's Problem. Until It Isn't.

Aug 16, 2026

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6 min read

The Yen Is Japan's Problem. Until It Isn't.

Japan's weak yen is becoming a global financial risk as a massive carry trade, US Treasury holdings, interest-rate gaps, and coordinated intervention pull the world's largest capital markets into the same fight.

Peeyush Jain

Aug 12, 2026

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2 min read

In Conversation With Nikesh Arora

Anti-fragile, Mid-life Crisis, Chinese Investment, and Chinese Venture

Peeyush Jain, +1

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