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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

The $26 Billion Entertainment Industry You Can Watch in 90 Seconds

Sep 6, 2026

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6 min read

The $26 Billion Entertainment Industry You Can Watch in 90 Seconds

Micro-dramas have evolved from a Chinese mobile entertainment experiment into a global $11 billion industry, with AI now cutting production costs by up to 90%. The bigger question is whether cheaper content can create a durable entertainment business.

Peeyush Jain

The Rise and Fall of Agent Civilizations

Sep 2, 2026

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2 min read

The Rise and Fall of Agent Civilizations

Right Focus, Side Quest, LPG, and Chicken

Peeyush Jain, +1

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

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