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Instacart S-1 Breakdown
On the grocery market, ads, memberships, profitability, and valuation
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Tanay Jaipuria
1
August 2023
Klaviyo S-1 breakdown
On building on top of Shopify, bootstrapping and growing efficiently via product-led growth in a very competitive market
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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
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Tanay Jaipuria
6
July 2023
Saving the Open Web
AI and other advancements that can help save the open web
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Tanay Jaipuria
1
AI and the decline of the Open Web
How AI is accelerating the decline of openness in the web
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Tanay Jaipuria
1
A few product lessons from Threads
On cold starts, distribution, timing and leveraging your new entrant status
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Tanay Jaipuria
2
Taylor Swift, Lionel Messi and the Economics of Superstars
How superstars get paid
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Tanay Jaipuria
June 2023
Apple Vision Pro and subsidizing R&D
Apple's ability to leverage prior works
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Tanay Jaipuria
1
Observations from the 2023 Enterprise Tech 30
A few trends in enterprise tech as evidenced by the ET30
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Tanay Jaipuria
May 2023
Big tech x Generative AI
What the giants are upto in AI in 2023 so far
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Tanay Jaipuria
Technology's Impact on Jobs
The Luddite Fallacy and a few lessons from history
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Tanay Jaipuria
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