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Oliver Buchannon
Peeyush Jain

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

China Shock 2.0: The Flood of High-Tech Goods that will Change the World

Apr 22, 2026

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2 min read

China Shock 2.0: The Flood of High-Tech Goods that will Change the World

Missed Days, Backpacks, Chinese Leadership, and Tea

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Behind the Glamour: The Business of Indian Cinema

Apr 19, 2026

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3 min read

Behind the Glamour: The Business of Indian Cinema

Learn how the Indian film industry works, including production, distribution, multiplex power, and why movie success is hard to predict.

Peeyush Jain
Peeyush Jain
The Financialisation of the Beautiful Game

Apr 15, 2026

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7 min read

The Financialisation of the Beautiful Game

Posture, LEGO, AI Funding, and Worth

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Day You Stop Clicking

Apr 12, 2026

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11 min read

The Day You Stop Clicking

Discover what agentic commerce is and how AI agents are changing online shopping. Learn the risks, benefits, and future of AI-driven buying decisions.

Peeyush Jain
Peeyush Jain
19 Rules for A Better Life (From Marcus Aurelius)

Apr 8, 2026

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7 min read

19 Rules for A Better Life (From Marcus Aurelius)

History, Nuclear Reactor, SaaS Scoreboard, and Long Term Money

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The meal that arrives in 30 minutes and the decade it took to make it feel normal

Apr 5, 2026

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10 min read

The meal that arrives in 30 minutes and the decade it took to make it feel normal

How the food delivery business model evolved from a luxury to a daily habit. Learn why online food delivery is growing fast but still struggles with profitability.

Peeyush Jain
Peeyush Jain
Sorry Football. Cricket Read your Business Plan and Fixed It.

Apr 1, 2026

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7 min read

Sorry Football. Cricket Read your Business Plan and Fixed It.

Activity, Business, Churches, and Chess vs Go

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The 10-Minute Food War: Speed, Burn, and the Search for a Viable Model

Mar 29, 2026

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10 min read

The 10-Minute Food War: Speed, Burn, and the Search for a Viable Model

10-Minute Food Delivery Business Model Explained: Why Swiggy, Zomato, and Zepto Struggle With Profitability—and Whether Swish Can Make Quick Commerce Work in India.

Peeyush Jain
Peeyush Jain
In Defense of SaaS

Mar 25, 2026

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7 min read

In Defense of SaaS

Good, India’s LNG diversification, China and US Treasuries, and OnlyFans

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Automation Shock: What Happens When AI Replaces Work?

Mar 22, 2026

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11 min read

The Automation Shock: What Happens When AI Replaces Work?

How AI Automation Could Replace Jobs, Disrupt Entry-Level Careers, and Reshape the Global Economy—From Wage Collapse Risks to Universal Basic Income.

Peeyush Jain
Peeyush Jain
Child's Play

Mar 18, 2026

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7 min read

Child's Play

Resilience, PN 3, PIGS vs SNIFD, and US Dollar

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Is China the New America for Indian Investors?

Mar 15, 2026

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10 min read

Is China the New America for Indian Investors?

China vs U.S. for Indian Investors: Valuation Analysis, Policy Risks, and How Much Exposure to Chinese Equities Makes Sense in 2026

Peeyush Jain
Peeyush Jain
Bayes and Base Rates

Mar 11, 2026

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7 min read

Bayes and Base Rates

Killer Instinct, COBOL, Walled Gardens, and Consumer AI

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
India at the High Table — But Not Yet in the Top Tier

Mar 8, 2026

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12 min read

India at the High Table — But Not Yet in the Top Tier

India’s Rise in the U.S.–China Rivalry: Can the World’s Fastest-Growing Major Economy Become a Great Power Despite Low Per Capita Income and Strategic Constraints?

Peeyush Jain
Peeyush Jain
Thoughts from the Road

Mar 4, 2026

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8 min read

Thoughts from the Road

Humour, Introspection, AI Biz Models, and Learning

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The $650 Billion Bet: Why Big Tech Is All-In on Agentic AI

Mar 1, 2026

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11 min read

The $650 Billion Bet: Why Big Tech Is All-In on Agentic AI

Big Tech’s $650 Billion Agentic AI Investment in 2026: What Agentic AI Is, Why Amazon, Google, Meta, and Microsoft Are Spending Big, and What the Risks Are.

Peeyush Jain
Peeyush Jain
The 2028 Global Intelligence Crisis

Feb 25, 2026

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7 min read

The 2028 Global Intelligence Crisis

Exceptional, Four Burner Theory, Arctic, and AI Slop

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
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
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