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Instacart S-1 Breakdown
On the grocery market, ads, memberships, profitability, and valuation
Sep 6
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Tanay Jaipuria
23
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Instacart S-1 Breakdown
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Klaviyo S-1 breakdown
On building on top of Shopify, bootstrapping and growing efficiently via product-led growth in a very competitive market
Aug 29
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Tanay Jaipuria
30
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Klaviyo S-1 breakdown
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Cracking Open the IPO Window
Which companies follow Arm in going public?
Aug 23
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Tanay Jaipuria
13
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Cracking Open the IPO Window
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Big Tech x Generative AI Q2 Update
A roundup of LLM and AI discussion from Q2 earnings
Aug 7
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Tanay Jaipuria
56
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Big Tech x Generative AI Q2 Update
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Saving the Open Web
AI and other advancements that can help save the open web
Jul 31
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Tanay Jaipuria
20
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Saving the Open Web
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AI and the decline of the Open Web
How AI is accelerating the decline of openness in the web
Jul 25
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Tanay Jaipuria
34
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AI and the decline of the Open Web
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A few product lessons from Threads
On cold starts, distribution, timing and leveraging your new entrant status
Jul 11
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Tanay Jaipuria
37
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A few product lessons from Threads
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Taylor Swift, Lionel Messi and the Economics of Superstars
How superstars get paid
Jul 5
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Tanay Jaipuria
36
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Taylor Swift, Lionel Messi and the Economics of Superstars
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Tanay’s Newsletter
Musings about tech and business
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Tanay’s Newsletter
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