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Dive into a collection of past posts and rediscover timeless content.
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
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
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
Mohit Garg
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
Peeyush Jain
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