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Tanay’s Newsletter
Musings about tech and business
By Tanay Jaipuria
· Launched 3 years ago
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Understanding the Twitter Acquisition
How it compares to other leveraged buyouts
Nov 10
14
1
Return on Talent for tech companies
Could Musk lay-off 75% of Twitter?
Oct 26
20
1
Private Equity and SaaS Valuation Floors
The growth of LBOs of public SaaS companies
Nov 24
12
1
Growing platform take rates via distribution
Understanding Substack and Shopify's recent moves
Oct 11
21
Most popular
Lies, Damned Lies, and Stock-based Compensation
17
3
Employee compensation and one-year equity grants
9
2
The rise of intangibles and the demise of accounting
14
11
Comparing Stripe and Adyen
30
4
Marqeta S-1 teardown
13
5
Robinhood S-1 Teardown
17
1
See all popular
New
Community
The Power of Defaults
A reminder that defaults matter a lot
Sep 21
11
Startups and Value Creation and Destruction
An Analysis of Public Tech Company Valuations Versus the Capital They Raised
Sep 7
24
Network effects and token incentives
On how tokens can be used to jumpstart and breakdown network effects
Aug 16
7
1
Time-to-Utility and Jobs to be Done
Why it matters and how software products can reduce their time-to-utility
Jul 26
10
Understanding the Modern Data Stack
An overview of how most businesses make sense of their data today
Jul 11
27
1
Comparing Stripe and Adyen
Why Stripe has higher take rates and lower margins
Jun 22
30
4
Successful Companies and Creating New Job Categories
How companies that are successful end up creating new roles and job categories either directly or indirectly
Jun 14
16
From Internal Tool to IPO
One of the most fertile grounds for new startups
May 31
17
1
See all
Most popular
Lies, Damned Lies, and Stock-based Compensation
17
3
Employee compensation and one-year equity grants
9
2
The rise of intangibles and the demise of accounting
14
11
Comparing Stripe and Adyen
30
4
Marqeta S-1 teardown
13
5
Robinhood S-1 Teardown
17
1
See all popular
Tanay’s Newsletter
Musings about tech and business
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