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Dive into a collection of past posts and rediscover timeless content.
The Making of a Market Maker

Oct 1, 2025

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7 min read

The Making of a Market Maker

Peace, Barry Diller, Birth Rates, and Corporate Jobs

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Peak XV: The Best Year, the Hardest Year

Sep 28, 2025

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11 min read

Peak XV: The Best Year, the Hardest Year

Peak XV, India’s biggest VC firm, is having its best exit year yet with IPOs like Groww and Pine Labs—while battling partner exits, turf wars, and an identity crisis over its global AI pivot.

Peeyush Jain
Peeyush Jain
The Calculus of Value

Sep 24, 2025

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8 min read

The Calculus of Value

Normal, Retention, Welfare Spending, and Changes in the Modern World

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Google’s Last Stand? How India Became the Battleground in the AI War Against Microsoft?

Sep 21, 2025

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11 min read

Google’s Last Stand? How India Became the Battleground in the AI War Against Microsoft?

Google is betting big on India to win its AI war against Microsoft. From Gemini bundling and aggressive pricing to student freebies and cloud bets, India is the proving ground that could decide Google’s AI future.

Peeyush Jain
Peeyush Jain
The Impact of Intangibles on Base Rates

Sep 17, 2025

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8 min read

The Impact of Intangibles on Base Rates

Urgency, Cash Holding, Grand Slams, and Reading

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Lenskart’s Global Vision: Building India’s First Truly International Retail Giant

Sep 14, 2025

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11 min read

Lenskart’s Global Vision: Building India’s First Truly International Retail Giant

Lenskart’s IPO is just the beginning. With acquisitions in Japan, Spain, and beyond, the eyewear giant is quietly building India’s first true global retail brand—balancing discipline, scale, and ambition.

Peeyush Jain
Peeyush Jain
The Electro-Industrial Stack Will Move the World

Sep 10, 2025

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8 min read

The Electro-Industrial Stack Will Move the World

Ambition, Indonesia Finance Minister, Dollar vs Gold, and Pay for Job

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
India’s AI Moment: Market, Lab, or Builder?

Sep 7, 2025

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11 min read

India’s AI Moment: Market, Lab, or Builder?

India is at the center of the AI race, but will it be a market, a lab, or a builder? With global giants like OpenAI expanding and local startups facing capital gaps, the country’s AI future hangs on localization, vertical focus, and government support.

Peeyush Jain
Peeyush Jain
Breaking Down Onlyfans' Stunning Economics

Sep 3, 2025

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8 min read

Breaking Down Onlyfans' Stunning Economics

Fear, Green F1, Deforestation, and Chinese EVs

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Sea Group’s Surprising Q2 and the Next Battleground for E-Commerce

Aug 31, 2025

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10 min read

Sea Group’s Surprising Q2 and the Next Battleground for E-Commerce

Sea Group’s Q2 2024 earnings show a sharp rebound, with Shopee, SeaMoney, and SPX driving growth. But the real battleground is Brazil—where Shein, Temu, and TikTok Shop are raising the stakes.

Peeyush Jain
Peeyush Jain
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