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Instacart S-1 Breakdown
On the grocery market, ads, memberships, profitability, and valuation
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Tanay Jaipuria
1
New
Top
Community
Klaviyo S-1 breakdown
On building on top of Shopify, bootstrapping and growing efficiently via product-led growth in a very competitive market
 • 
Tanay Jaipuria
Cracking Open the IPO Window
Which companies follow Arm in going public?
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Tanay Jaipuria
Big Tech x Generative AI Q2 Update
A roundup of LLM and AI discussion from Q2 earnings
 • 
Tanay Jaipuria
6
Saving the Open Web
AI and other advancements that can help save the open web
 • 
Tanay Jaipuria
1
AI and the decline of the Open Web
How AI is accelerating the decline of openness in the web
 • 
Tanay Jaipuria
1
A few product lessons from Threads
On cold starts, distribution, timing and leveraging your new entrant status
 • 
Tanay Jaipuria
2
Taylor Swift, Lionel Messi and the Economics of Superstars
How superstars get paid
 • 
Tanay Jaipuria
Tanay’s Newsletter
Tanay’s Newsletter
Musings about tech and business
Recommendations
Daily Consumer
Daily Consumer
Damir Becirovic
Next Big Teng
Next Big Teng
Janelle Teng
Notorious PLG
Notorious PLG
Zachary DeWitt
Why You Should Join
Why You Should Join
Eric Zhou
S
Scatter Brain
Sar Haribhakti

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