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Dive into a collection of past posts and rediscover timeless content.
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
When the AI Fever Breaks, Where Does the Money Go? SoftBank, Nvidia, and the Quiet Bet on India

Dec 7, 2025

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11 min read

When the AI Fever Breaks, Where Does the Money Go? SoftBank, Nvidia, and the Quiet Bet on India

As AI valuations stretch and SoftBank retreats from Nvidia, global investors are quietly searching for stability — and many now think India is where the post-AI capital rotation begins.

Peeyush Jain
Peeyush Jain
India will be one of the biggest casualties of AI

Dec 3, 2025

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9 min read

India will be one of the biggest casualties of AI

Reality, Foxconn, Crypto Adoption, and Brain-rot

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Logistics Company That Treated Crisis as a Systems Test — and Won

Nov 30, 2025

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12 min read

The Logistics Company That Treated Crisis as a Systems Test — and Won

Inside the logistics overhaul that helped iMile survive Mexico’s 2023 collapse and emerge as one of the fastest-scaling delivery networks in LATAM

Peeyush Jain
Peeyush Jain
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