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Oliver Buchannon
Peeyush Jain

Building TATA Neu; Prev at Shopee, Bain. Curious about tech, economics, and geopolitics.

PhonePe’s IPO Isn’t About Payments. It’s About Pricing Power.

Feb 22, 2026

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11 min read

PhonePe’s IPO Isn’t About Payments. It’s About Pricing Power.

PhonePe IPO Valuation Analysis: Can India’s UPI Leader Justify a $12–15 Billion Listing Amid Profitability Concerns and Paytm Comparisons?

Peeyush Jain
Peeyush Jain
The Adolescence of Technology

Feb 18, 2026

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7 min read

The Adolescence of Technology

Happiness, Prediction Markets, Africa x China, and Founders

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Europe Built the Digital World. Then It Let Others Run It.

Feb 15, 2026

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10 min read

Europe Built the Digital World. Then It Let Others Run It.

How regulation, fragmentation, and risk aversion left Europe without a single global consumer tech platform—and why rules alone may not be enough to regain digital power.

Peeyush Jain
Peeyush Jain
Something Big is Happening

Feb 11, 2026

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8 min read

Something Big is Happening

Excel, SaaS Meltdown, AI Mafia, and Vibe Coding

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Has the Korean Wave Peaked, or Is Asia Just Getting Started?

Feb 8, 2026

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11 min read

Has the Korean Wave Peaked, or Is Asia Just Getting Started?

Why K-pop, Korean film, and streaming hits haven’t peaked—and how algorithms, not governments, now decide Asia’s global cultural power.

Peeyush Jain
Peeyush Jain
China's Demographic Crisis and the Return to 400 Million

Feb 4, 2026

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7 min read

China's Demographic Crisis and the Return to 400 Million

Advertising, AI Travel, American Wealth, and AI Borrowing

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
ChatGPT Is Getting Ads. That Tells You Everything You Need to Know.

Feb 1, 2026

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11 min read

ChatGPT Is Getting Ads. That Tells You Everything You Need to Know.

OpenAI’s move to ads reveals the brutal economics of AI assistants—and why trust, not technology, is now the real battleground.

Peeyush Jain
Peeyush Jain
The Strange Brain of the World's Greatest Solo Climber

Jan 28, 2026

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7 min read

The Strange Brain of the World's Greatest Solo Climber

Pressure, KFC Japan, Student Protest, and Modi

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
AI Is Entering Healthcare. India Will Feel the Impact First and Hardest.

Jan 25, 2026

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11 min read

AI Is Entering Healthcare. India Will Feel the Impact First and Hardest.

As OpenAI and Anthropic push AI into medicine, India’s fragile healthcare system becomes the ultimate stress test—for accuracy, trust, and accountability.

Peeyush Jain
Peeyush Jain
The Venezuelan Oil Narrative is PURE THEATRE

Jan 21, 2026

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8 min read

The Venezuelan Oil Narrative is PURE THEATRE

Defeat, AI Boom, Chinese Auto, and American R&D

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
America’s Biggest Macro Bet Is AI. And There’s No Plan B.

Jan 18, 2026

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12 min read

America’s Biggest Macro Bet Is AI. And There’s No Plan B.

Why AI now accounts for the majority of U.S. growth, stock market gains, and consumer spending—and what happens if the bet doesn’t pay off

Peeyush Jain
Peeyush Jain
Forecasting Models to Improve Driver Availability at Airports

Jan 14, 2026

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7 min read

Forecasting Models to Improve Driver Availability at Airports

Senses, Bira, Indian IT, and Trader Joe's

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Blinkit’s New Year’s Eve Problem Wasn’t Logistics. It Was Labour.

Jan 11, 2026

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11 min read

Blinkit’s New Year’s Eve Problem Wasn’t Logistics. It Was Labour.

A New Year’s Eve strike exposed the weakest link in quick commerce—not delivery speed, but the fragile economics of gig labour behind 10-minute promises.

Peeyush Jain
Peeyush Jain
Adani Wants India To Build Its Own AI. Here Is What That Would Take.

Jan 7, 2026

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6 min read

Adani Wants India To Build Its Own AI. Here Is What That Would Take.

Soviet Union, Venezuela, Indian Judiciary, and Chinese Social Media Apps

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
When Craft Becomes a Moat: The Lanzhou Gold Brand Investors Didn’t See Coming

Jan 4, 2026

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11 min read

When Craft Becomes a Moat: The Lanzhou Gold Brand Investors Didn’t See Coming

A tiny Lanzhou workshop is rewriting China’s gold market, proving that extreme craftsmanship—not scale—can become the strongest moat in modern luxury.

Peeyush Jain
Peeyush Jain
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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