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Dive into a collection of past posts and rediscover timeless content.
Blinkit’s New Year’s Eve Problem Wasn’t Logistics. It Was Labour.

Jan 11, 2026

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11 min read

Blinkit’s New Year’s Eve Problem Wasn’t Logistics. It Was Labour.

A New Year’s Eve strike exposed the weakest link in quick commerce—not delivery speed, but the fragile economics of gig labour behind 10-minute promises.

Peeyush Jain
Peeyush Jain
Adani Wants India To Build Its Own AI. Here Is What That Would Take.

Jan 7, 2026

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6 min read

Adani Wants India To Build Its Own AI. Here Is What That Would Take.

Soviet Union, Venezuela, Indian Judiciary, and Chinese Social Media Apps

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
When Craft Becomes a Moat: The Lanzhou Gold Brand Investors Didn’t See Coming

Jan 4, 2026

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11 min read

When Craft Becomes a Moat: The Lanzhou Gold Brand Investors Didn’t See Coming

A tiny Lanzhou workshop is rewriting China’s gold market, proving that extreme craftsmanship—not scale—can become the strongest moat in modern luxury.

Peeyush Jain
Peeyush Jain
Big bets and broken unicorns: Tiger Global’s rise and reckoning

Dec 31, 2025

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8 min read

Big bets and broken unicorns: Tiger Global’s rise and reckoning

Karma, 2026, Gold, and Boy Throb

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
China’s Most Surprising EV Hit Is Not a Tesla or a BYD

Dec 28, 2025

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11 min read

China’s Most Surprising EV Hit Is Not a Tesla or a BYD

A $3,300 micro-EV built by Wuling is outselling Tesla and BYD in China — revealing the real future of electric mobility: affordability, utility, and radical simplicity.

Peeyush Jain
Peeyush Jain
Hunger Inc: Empire of Taste

Dec 24, 2025

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7 min read

Hunger Inc: Empire of Taste

Wonder, J.R. Simplot, India's Investment Journey, and Shein

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Secret War in Indian Fashion Isn’t About Style—It’s About Speed

Dec 21, 2025

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11 min read

The Secret War in Indian Fashion Isn’t About Style—It’s About Speed

As Indian fashion gets commoditised, delivery speed is emerging as the industry’s last real moat — and Myntra’s M-Now and AJIO Rush are turning logistics into the new battleground.

Peeyush Jain
Peeyush Jain
We mapped the world’s hottest data centers

Dec 17, 2025

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8 min read

We mapped the world’s hottest data centers

Me, India, Japanese Empire, and Indian Rupee

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
PhonePe’s Paradox: The Year India’s Payments Giant Tried to Outgrow Its Own Shadow

Dec 14, 2025

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12 min read

PhonePe’s Paradox: The Year India’s Payments Giant Tried to Outgrow Its Own Shadow

As PhonePe pushes toward a 2026 IPO, India’s UPI king is racing to prove it can turn scale into margins — and evolve from a payments backbone into a real fintech business.

Peeyush Jain
Peeyush Jain
How an American Helped North Korea’s Wild Remote Worker Scheme

Dec 10, 2025

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8 min read

How an American Helped North Korea’s Wild Remote Worker Scheme

Lehman Brothers, Red Bull, Chinese AI, and Japan

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
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