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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
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Daily Consumer
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Damir Becirovic

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