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Dive into a collection of past posts and rediscover timeless content.
Japan Wants to Become an Economic Superpower Again. The Price Could Be Enormous.

Nov 1, 2026

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7 min read

Japan Wants to Become an Economic Superpower Again. The Price Could Be Enormous.

Japan's new prime minister is betting trillions of yen on AI, semiconductors, defence and industrial revival. But with a weakening currency, rising bond yields and one of the world's largest public debt burdens, the bigger question is whether Japan can spend its way back to economic power without destabilising its finances.

Peeyush Jain
Peeyush Jain
Why Hardware Specialization is Back

Oct 28, 2026

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2 min read

Why Hardware Specialization is Back

Psychology, Anthropic IPO, Open-Weight Models, and Services: The New Software

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
AI’s Biggest Winners May Not Be the Companies Building AI

Oct 25, 2026

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8 min read

AI’s Biggest Winners May Not Be the Companies Building AI

The AI boom is creating two kinds of companies: those spending billions to build intelligence, and those using intelligence to strengthen their competitive advantage. The difference could determine who generates the most durable free cash flow as AI becomes cheaper and more powerful.

Peeyush Jain
Peeyush Jain
Big Winners and Losers from India's 'Breakpoint'

Oct 21, 2026

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2 min read

Big Winners and Losers from India's 'Breakpoint'

Criticism, Bar Tab, Trade Deficit, and War's Walmart

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The AI Boom Is Creating Billionaires Nobody Has Heard Of

Oct 18, 2026

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6 min read

The AI Boom Is Creating Billionaires Nobody Has Heard Of

The artificial intelligence boom is creating a new class of billionaires in Asia, not from software or chips, but from the overlooked components that keep data centers running. Their rise reveals both the power and fragility of the AI infrastructure supply chain.

Peeyush Jain
Peeyush Jain
If your team is too busy doing their 'normal job' to experiment with AI, you're preparing them to be replaced

Oct 14, 2026

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3 min read

If your team is too busy doing their 'normal job' to experiment with AI, you're preparing them to be replaced

Success, Agents, AI Capex, and Pakistan's Solar Boom

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
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
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