Peeyush Jain

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

Europe Has Everything It Needs to Win AI. So Why Is It Losing?

Sep 13, 2026

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5 min read

Europe Has Everything It Needs to Win AI. So Why Is It Losing?

Europe has world-class AI researchers, ASML, leading universities and enormous pools of savings. Yet the US continues to capture most of the economic value from artificial intelligence. The reason may have less to do with technology than with Europe's attitude toward capital, regulation and risk.

Peeyush Jain

Sep 9, 2026

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2 min read

Morris Chang and the Origins of TSMC

Rest, Indian GDP, AI Assistants, and Diplomats

Peeyush Jain, +1

The $26 Billion Entertainment Industry You Can Watch in 90 Seconds

Sep 6, 2026

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6 min read

The $26 Billion Entertainment Industry You Can Watch in 90 Seconds

Micro-dramas have evolved from a Chinese mobile entertainment experiment into a global $11 billion industry, with AI now cutting production costs by up to 90%. The bigger question is whether cheaper content can create a durable entertainment business.

Peeyush Jain

The Rise and Fall of Agent Civilizations

Sep 2, 2026

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2 min read

The Rise and Fall of Agent Civilizations

Right Focus, Side Quest, LPG, and Chicken

Peeyush Jain, +1

India's Next Entertainment Boom Could Be 90 Seconds Long

Aug 30, 2026

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7 min read

India's Next Entertainment Boom Could Be 90 Seconds Long

India's micro-drama industry is exploding as short episodic shows combine the addiction of reels with the storytelling of television. AI is making production cheaper, but China's experience offers a warning: when everyone can create, quality becomes the real moat.

Peeyush Jain

Aug 26, 2026

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2 min read

The Future, Made in China

Leadership, Semiconductors, Kimi K3, and Understanding

Peeyush Jain, +1

China's AI Strategy Is Becoming Clearer: Don't Win the Race, Change It

Aug 23, 2026

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6 min read

China's AI Strategy Is Becoming Clearer: Don't Win the Race, Change It

Moonshot AI's Kimi K3 is challenging America's lead in artificial intelligence, but the bigger story is China's strategy to use cheaper, open-weight AI to win market share while building technological independence.

Peeyush Jain

Aug 19, 2026

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2 min read

Letter to Shareholders

Success, Thrive Capital, Guyana, and Abundance

Peeyush Jain, +1

The Yen Is Japan's Problem. Until It Isn't.

Aug 16, 2026

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6 min read

The Yen Is Japan's Problem. Until It Isn't.

Japan's weak yen is becoming a global financial risk as a massive carry trade, US Treasury holdings, interest-rate gaps, and coordinated intervention pull the world's largest capital markets into the same fight.

Peeyush Jain

Aug 12, 2026

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2 min read

In Conversation With Nikesh Arora

Anti-fragile, Mid-life Crisis, Chinese Investment, and Chinese Venture

Peeyush Jain, +1

The $300 Movie That Could Disrupt Hollywood

Aug 9, 2026

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5 min read

The $300 Movie That Could Disrupt Hollywood

Artificial intelligence is collapsing the cost of filmmaking, allowing unknown creators to produce award-winning films for a few hundred dollars. But the biggest disruption isn't cheaper movies—it's a complete redistribution of who gets to become a filmmaker.

Peeyush Jain

Aug 5, 2026

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2 min read

How Christianity Went Viral?

Fitness, Airtable, Interest Rates, and Internet Scams

Peeyush Jain, +1

The Next Battle in AI Won't Be About Intelligence. It'll Be About Attachment.

Aug 2, 2026

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4 min read

The Next Battle in AI Won't Be About Intelligence. It'll Be About Attachment.

OpenAI's reported move into AI hardware signals more than a new product launch. It reflects a broader shift in artificial intelligence, from building tools that answer questions to companions that build relationships, creating an entirely new business model for the AI era.

Peeyush Jain

'See the whole world in lichens,' the marvels that grow anywhere

Jul 29, 2026

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2 min read

'See the whole world in lichens,' the marvels that grow anywhere

History, Physics, Prediction Markets, and ISRO Brain Drain

Peeyush Jain, +1

Instagram's Biggest Pivot Isn't Toward TV. It's Toward Time.

Jul 26, 2026

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5 min read

Instagram's Biggest Pivot Isn't Toward TV. It's Toward Time.

Instagram's move into television and episodic content isn't about competing with Netflix. It's about solving the biggest business problem short-form video created: attention that doesn't monetize well.

Peeyush Jain

The century-old device choking the world’s AI push

Jul 22, 2026

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2 min read

The century-old device choking the world’s AI push

Standard, AI, FIFA Rankings, and Spots and Stripes

Peeyush Jain, +1

The Internet Is Running Out of Trust. Xiaohongshu Built a Business Around It.

Jul 19, 2026

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5 min read

The Internet Is Running Out of Trust. Xiaohongshu Built a Business Around It.

As AI-generated content floods the internet and influencer marketing becomes increasingly commercialized, China's Xiaohongshu (RedNote) has quietly built a 400-million-user platform by competing on something far more valuable than attention: trust.

Peeyush Jain

Jul 15, 2026

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2 min read

The End of Reading is Here

Useless Knowledge, Founders, Creators, and Vinfast

Peeyush Jain, +1

The AI Rally Is Creating Asia's New Stock Market Obsession

Jul 12, 2026

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5 min read

The AI Rally Is Creating Asia's New Stock Market Obsession

South Korea and Taiwan have become two of the world's best-performing stock markets thanks to the AI boom. But beneath the record highs lies a familiar story of retail speculation, leverage, and a question every investor eventually faces: when does conviction become complacency?

Peeyush Jain

Jul 8, 2026

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2 min read

Semiquincententacles

Winning, Healthy, ChatGPT, and Good Workplaces

Peeyush Jain, +1

India Is Training the World's Robots. But Will It Own the Future of AI?

Jul 5, 2026

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4 min read

India Is Training the World's Robots. But Will It Own the Future of AI?

As humanoid robots become the next frontier of artificial intelligence, India is emerging as an unexpected supplier of the world's most valuable resource: human behavior. But history suggests supplying the data and owning the technology are two very different things.

Peeyush Jain