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Peeyush Jain
Peeyush Jain

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

Why Hardware Specialization is Back

Oct 28, 2026

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2 min read

Why Hardware Specialization is Back

Psychology, Anthropic IPO, Open-Weight Models, and Services: The New Software

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
AI’s Biggest Winners May Not Be the Companies Building AI

Oct 25, 2026

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8 min read

AI’s Biggest Winners May Not Be the Companies Building AI

The AI boom is creating two kinds of companies: those spending billions to build intelligence, and those using intelligence to strengthen their competitive advantage. The difference could determine who generates the most durable free cash flow as AI becomes cheaper and more powerful.

Peeyush Jain
Peeyush Jain
Big Winners and Losers from India's 'Breakpoint'

Oct 21, 2026

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2 min read

Big Winners and Losers from India's 'Breakpoint'

Criticism, Bar Tab, Trade Deficit, and War's Walmart

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The AI Boom Is Creating Billionaires Nobody Has Heard Of

Oct 18, 2026

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6 min read

The AI Boom Is Creating Billionaires Nobody Has Heard Of

The artificial intelligence boom is creating a new class of billionaires in Asia, not from software or chips, but from the overlooked components that keep data centers running. Their rise reveals both the power and fragility of the AI infrastructure supply chain.

Peeyush Jain
Peeyush Jain
If your team is too busy doing their 'normal job' to experiment with AI, you're preparing them to be replaced

Oct 14, 2026

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3 min read

If your team is too busy doing their 'normal job' to experiment with AI, you're preparing them to be replaced

Success, Agents, AI Capex, and Pakistan's Solar Boom

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
Why Has India Built Great Skincare Brands but Not a Great Makeup Brand?

Oct 11, 2026

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7 min read

Why Has India Built Great Skincare Brands but Not a Great Makeup Brand?

India’s skincare market has produced breakout brands across mass, premium and Ayurveda-led segments. Makeup, despite similar growth and a crowded shelf, has struggled to create comparable Indian brands with distinctive products, pricing power and lasting consumer loyalty.

Peeyush Jain
Peeyush Jain
Inside Larry Ellison's Wide Web of Power, Money and Politics

Oct 7, 2026

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2 min read

Inside Larry Ellison's Wide Web of Power, Money and Politics

Failure, AI Progress, Data Centers, and Index Funds

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The AI Industry Has a Problem: Nobody Wants to Slow Down

Oct 4, 2026

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6 min read

The AI Industry Has a Problem: Nobody Wants to Slow Down

AI researchers are increasingly warning about the risks of superintelligence, while OpenAI and Anthropic continue racing toward more powerful models. The real problem isn't whether AI can be controlled. It's whether anyone has enough incentive to slow down.

Peeyush Jain
Peeyush Jain
The Wretched Refuse

Sep 30, 2026

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2 min read

The Wretched Refuse

Being early, Consumer AI, Market Concentration, and Lonely

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Strange Contradiction at the Heart of the AI Industry

Sep 27, 2026

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6 min read

The Strange Contradiction at the Heart of the AI Industry

AI companies are warning that increasingly powerful models could become uncontrollable, while simultaneously building systems to monitor critics, activists, and potential threats. The deeper story is about power, incentives, and who gets to decide how AI reshapes society.

Peeyush Jain
Peeyush Jain
Shall We Repeal the Laws of Economics - Part III

Sep 23, 2026

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2 min read

Shall We Repeal the Laws of Economics - Part III

Improvement, Long term rates, Bond yields, and Digging a Hole

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
The Food Delivery Duopoly Finally Has a Problem

Sep 20, 2026

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6 min read

The Food Delivery Duopoly Finally Has a Problem

Rapido's zero-commission food delivery model is challenging India's Swiggy-Zomato duopoly by targeting lower-priced orders and frustrated restaurants. But history suggests that winning customers with cheap prices is easy. Building profitable marketplace economics is the real test.

Peeyush Jain
Peeyush Jain
Mark

Sep 16, 2026

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2 min read

Mark

Examples, AI Slop, PISA Scores, and Getting Ahead

Peeyush Jain
Mohit Garg
Peeyush Jain, +1
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
Peeyush Jain
Morris Chang and the Origins of TSMC

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
Mohit Garg
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
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
Mohit Garg
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
Peeyush Jain
The Future, Made in China

Aug 26, 2026

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2 min read

The Future, Made in China

Leadership, Semiconductors, Kimi K3, and Understanding

Peeyush Jain
Mohit Garg
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
Peeyush Jain
Letter to Shareholders

Aug 19, 2026

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2 min read

Letter to Shareholders

Success, Thrive Capital, Guyana, and Abundance

Peeyush Jain
Mohit Garg
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
Peeyush Jain
In Conversation With Nikesh Arora

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
Mohit Garg
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
Peeyush Jain
How Christianity Went Viral?

Aug 5, 2026

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2 min read

How Christianity Went Viral?

Fitness, Airtable, Interest Rates, and Internet Scams

Peeyush Jain
Mohit Garg
Peeyush Jain, +1

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