Tanay Jaipuria

Musings about tech and business

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The latest theses, insights, and blog posts from Tanay Jaipuria

Cerebras S-1 Breakdown

October 14, 2024

The ROI on Generative AI

September 03, 2024

Startups and Timing

May 07, 2024

Reddit S-1 Breakdown

February 27, 2024

AI and Knowledge Work

February 22, 2024

Big Tech's Year of Efficiency

February 06, 2024

Decoding Elon Musk

January 30, 2024

A few themes for 2024

December 30, 2023

Reflecting on the OpenAI Saga

November 28, 2023

Unpacking OpenAI's Dev Day

November 15, 2023

Instacart S-1 Breakdown

September 06, 2023

Klaviyo S-1 breakdown

August 29, 2023

Saving the Open Web

July 31, 2023

M&A as R&D in Technology

February 22, 2023

Big Tech and Generative AI

February 06, 2023

The State of Generative AI

January 18, 2023

A few themes for 2023

January 09, 2023

In Praise of Friction

January 03, 2023

Generative AI and Google

December 16, 2022

The Power of Defaults

September 21, 2022

Turning Around Twitter

April 18, 2022

Who Owns the Web?

March 07, 2022

The Buffett Letters

February 14, 2022

Crypto meets Consumer Finance

December 28, 2021

Understanding Nubank

November 23, 2021

Disrupting Google Search

November 09, 2021

The current state of web3

November 01, 2021

The Netflix Game

October 04, 2021

Toast S-1 Thoughts

August 30, 2021

Understanding BNPL

August 24, 2021

How Amazon Works

August 09, 2021

A few Q2 earnings musings

August 03, 2021

Customers as Owners

July 19, 2021

Robinhood S-1 Teardown

July 05, 2021

Shopify Audiences

June 29, 2021

Customer-Based Valuation

June 21, 2021

Marqeta S-1 teardown

May 17, 2021

Startups and TAMs

April 05, 2021

Passion Investing

March 16, 2021

The rise of NFTs

March 02, 2021

Hyperleveraged companies

January 12, 2021

SPACs and their consequences

January 05, 2021

The Bezos Letters

December 08, 2020

Reasoning Revenue Multiples

November 03, 2020

The SPAC is back

August 04, 2020