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Dive into a collection of past posts and rediscover timeless content.
The Nine Indias

Nov 26, 2025

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8 min read

The Nine Indias

Growing Old, Handshakes, AI Mega Deals, and Stop Hiring

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Wall Street’s Quiet Migration: How India Became the Nerve Center of Global Banking

Nov 23, 2025

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11 min read

Wall Street’s Quiet Migration: How India Became the Nerve Center of Global Banking

The world’s biggest banks are quietly rebuilding themselves in India — turning Bengaluru and Hyderabad from back offices into the new nerve centers of global finance.

Peeyush Jain
Peeyush Jain
The Indian Consumer at 2030

Nov 19, 2025

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7 min read

The Indian Consumer at 2030

Fools, Relationship Compounding, Top 100 Tech Companies, and Degeneracy

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
LG India and the Price of Trust

Nov 16, 2025

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10 min read

LG India and the Price of Trust

LG built an empire of trust in India — a slow, generous, human model that defied modern capitalism. Now, the question is whether that same trust can survive the pressure to go premium.

Peeyush Jain
Peeyush Jain
Surviving the AI Capex Boom

Nov 12, 2025

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6 min read

Surviving the AI Capex Boom

Progress, Theory of the Firm, Google AI, and Blueprint

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
OpenAI’s Atlas and the Quest to Make the Internet All About ChatGPT

Nov 9, 2025

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11 min read

OpenAI’s Atlas and the Quest to Make the Internet All About ChatGPT

OpenAI doesn’t just want to browse the web — it wants to be the web. Atlas is the next move in a plan to make every click, search, and habit orbit ChatGPT.

Peeyush Jain
Peeyush Jain
Are we living in a golden age of stupidity?

Nov 5, 2025

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8 min read

Are we living in a golden age of stupidity?

Actions, AI, E-commerce spend, and Viral Loops

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
What an AI Bubble Burst Might Actually Look Like

Nov 2, 2025

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12 min read

What an AI Bubble Burst Might Actually Look Like

The trillion-dollar AI boom is starting to look fragile — beneath the hype, the promised revolution is stalling, and the real reckoning may not be financial but moral.

Peeyush Jain
Peeyush Jain
Public Markets Update

Oct 29, 2025

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7 min read

Public Markets Update

Money, Trading, Ships, and Winning

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Big Four’s AI Pivot: When the Consultants Who Sold Certainty Start Selling Speed

Oct 26, 2025

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11 min read

The Big Four’s AI Pivot: When the Consultants Who Sold Certainty Start Selling Speed

How the Big Four consulting giants are using generative AI to stay relevant — and why the race for speed could cost them the trust they built their empires on.

Peeyush Jain
Peeyush Jain
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