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Oliver Buchannon
Peeyush Jain

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

The AI Bubble Debate Is Asking the Wrong Question

Jun 14, 2026

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5 min read

The AI Bubble Debate Is Asking the Wrong Question

Is the AI boom a bubble or a genuine technological revolution? Explore why the real debate isn’t about profits, but whether AI-driven growth, valuations, and infrastructure spending are truly sustainable.

Peeyush Jain
Peeyush Jain
Getting Even

Jun 10, 2026

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2 min read

Getting Even

Risk, Chinese EV, Corruption, and Ideas

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Real AI Shopping War Isn't About AI. It's About Data.

Jun 7, 2026

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6 min read

The Real AI Shopping War Isn't About AI. It's About Data.

Discover why the next AI battle won’t be won by the smartest models, but by companies that control proprietary data, distribution, and real-world shopping ecosystems. Learn how Alibaba, Qwen, and Taobao are reshaping the future of AI commerce.

Peeyush Jain
Peeyush Jain
How Iran Killed its Economy

Jun 3, 2026

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2 min read

How Iran Killed its Economy

Leadership, Indian Defense, Global Economy, and AI Mania

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Most Valuable AI Company of the Next Decade May Not Look Like OpenAI

May 31, 2026

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6 min read

The Most Valuable AI Company of the Next Decade May Not Look Like OpenAI

Discover why compliance—not chatbots—could become AI’s biggest business opportunity, and how the next trillion-dollar AI company may emerge from enterprise regulation and automation.

Peeyush Jain
Peeyush Jain
Statins and Strength

May 27, 2026

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2 min read

Statins and Strength

Impulse, SpaceX, Pollution, and Eileen Gu

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Two-Company Economy: Why the Entire AI Boom Suddenly Feels More Fragile

May 24, 2026

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7 min read

The Two-Company Economy: Why the Entire AI Boom Suddenly Feels More Fragile

Learn how OpenAI and Anthropic are reshaping the AI market, cloud infrastructure spending, and the economics behind the AI investment boom.

Peeyush Jain
Peeyush Jain
Embrace the Edge

May 20, 2026

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2 min read

Embrace the Edge

Hiring, China, Nykaa, and David Attenborough

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Startup Trying to Rebuild Immigration Like Software

May 17, 2026

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6 min read

The Startup Trying to Rebuild Immigration Like Software

Explore how Manifest OS is transforming U.S. immigration law with AI, flat-fee pricing, and software-driven legal infrastructure.

Peeyush Jain
Peeyush Jain
The Account Aggregator Bible

May 13, 2026

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2 min read

The Account Aggregator Bible

Experience, TBM, Indian IPOs, and Indian Consumer AI

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The $1 Domestic Worker—and the Economics No One Wants to Talk About

May 10, 2026

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4 min read

The $1 Domestic Worker—and the Economics No One Wants to Talk About

Explore how India’s domestic worker platforms are scaling fast with ultra-low pricing, rising demand, and a business model that may not be sustainable.

Peeyush Jain
Peeyush Jain
How an Oil Refinery Works

May 6, 2026

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2 min read

How an Oil Refinery Works

Conversationalist, Books, Height, and Wars

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Quiet Collapse of an Industry - and the Rise of Something New

May 3, 2026

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5 min read

The Quiet Collapse of an Industry - and the Rise of Something New

Discover how BYD disrupted the global auto industry, why legacy automakers are struggling, and what this shift means for the future of electric vehicles.

Peeyush Jain
Peeyush Jain
Is Bangalore Hotter?

Apr 29, 2026

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2 min read

Is Bangalore Hotter?

Winner, LNG, Digital Journey, and Indian Trains

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Week Cricket Became an Asset Class

Apr 26, 2026

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5 min read

The Week Cricket Became an Asset Class

Learn how IPL team valuations work, why investors like Blackstone are entering cricket, and whether sports franchises are the next big asset class.

Peeyush Jain
Peeyush Jain
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
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