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Dive into a collection of past posts and rediscover timeless content.
Why Has India Built Great Skincare Brands but Not a Great Makeup Brand?

Oct 11, 2026

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7 min read

Why Has India Built Great Skincare Brands but Not a Great Makeup Brand?

India’s skincare market has produced breakout brands across mass, premium and Ayurveda-led segments. Makeup, despite similar growth and a crowded shelf, has struggled to create comparable Indian brands with distinctive products, pricing power and lasting consumer loyalty.

Peeyush Jain
Peeyush Jain
Inside Larry Ellison's Wide Web of Power, Money and Politics

Oct 7, 2026

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2 min read

Inside Larry Ellison's Wide Web of Power, Money and Politics

Failure, AI Progress, Data Centers, and Index Funds

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The AI Industry Has a Problem: Nobody Wants to Slow Down

Oct 4, 2026

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6 min read

The AI Industry Has a Problem: Nobody Wants to Slow Down

AI researchers are increasingly warning about the risks of superintelligence, while OpenAI and Anthropic continue racing toward more powerful models. The real problem isn't whether AI can be controlled. It's whether anyone has enough incentive to slow down.

Peeyush Jain
Peeyush Jain
The Wretched Refuse

Sep 30, 2026

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2 min read

The Wretched Refuse

Being early, Consumer AI, Market Concentration, and Lonely

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Strange Contradiction at the Heart of the AI Industry

Sep 27, 2026

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6 min read

The Strange Contradiction at the Heart of the AI Industry

AI companies are warning that increasingly powerful models could become uncontrollable, while simultaneously building systems to monitor critics, activists, and potential threats. The deeper story is about power, incentives, and who gets to decide how AI reshapes society.

Peeyush Jain
Peeyush Jain
Shall We Repeal the Laws of Economics - Part III

Sep 23, 2026

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2 min read

Shall We Repeal the Laws of Economics - Part III

Improvement, Long term rates, Bond yields, and Digging a Hole

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Food Delivery Duopoly Finally Has a Problem

Sep 20, 2026

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6 min read

The Food Delivery Duopoly Finally Has a Problem

Rapido's zero-commission food delivery model is challenging India's Swiggy-Zomato duopoly by targeting lower-priced orders and frustrated restaurants. But history suggests that winning customers with cheap prices is easy. Building profitable marketplace economics is the real test.

Peeyush Jain
Peeyush Jain
Mark

Sep 16, 2026

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2 min read

Mark

Examples, AI Slop, PISA Scores, and Getting Ahead

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Europe Has Everything It Needs to Win AI. So Why Is It Losing?

Sep 13, 2026

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5 min read

Europe Has Everything It Needs to Win AI. So Why Is It Losing?

Europe has world-class AI researchers, ASML, leading universities and enormous pools of savings. Yet the US continues to capture most of the economic value from artificial intelligence. The reason may have less to do with technology than with Europe's attitude toward capital, regulation and risk.

Peeyush Jain
Peeyush Jain
Morris Chang and the Origins of TSMC

Sep 9, 2026

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2 min read

Morris Chang and the Origins of TSMC

Rest, Indian GDP, AI Assistants, and Diplomats

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
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