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Tanay Jaipuria

Musings about tech and business. Written by Tanay Jaipuria. This page collects 190 posts published between August 2019 and October 2026. Recent coverage focuses on AI (Horizontal), Robotics and Marketplaces. Tanay Jaipuria publishes roughly 3 posts a month; the best of them appear in the SandHill weekly digest.

190 posts indexed3 in the last 30 daysAI (Horizontal) · Robotics · Marketplaces · Manufacturing & IndustrialsVisit site ↗

Monday, 14 March 2022

1 piece
Observations from the Enterprise Tech 30 List

Monday, 7 March 2022

1 piece
Who Owns the Web?

Monday, 14 February 2022

1 piece
The Buffett Letters

Monday, 31 January 2022

1 piece
Breaking Down Network Effects

Monday, 17 January 2022

1 piece
Customer Concentration Risk in B2B Tech Companies

Monday, 10 January 2022

1 piece
How to Monetize Free Products

Monday, 3 January 2022

1 piece
Crypto meets Consumer Finance: Part 2

Tuesday, 28 December 2021

1 piece
Crypto meets Consumer Finance

Tuesday, 14 December 2021

1 piece
Music Ownership (Taylor's Version)

Tuesday, 7 December 2021

1 piece
4 strategies for setting marketplace take rates

Tuesday, 30 November 2021

1 piece
The evolution of SaaS companies

Tuesday, 23 November 2021

1 piece
Understanding Nubank

Tuesday, 9 November 2021

1 piece
Disrupting Google Search

Monday, 1 November 2021

1 piece
The current state of web3

Tuesday, 26 October 2021

1 piece
Freshworks and the Globalization of SaaS

Monday, 18 October 2021

1 piece
Understanding the Instant-Delivery Phenomenon

Monday, 4 October 2021

1 piece
The Netflix Game

Monday, 27 September 2021

1 piece
Gitlab and All-Remote Companies

Tuesday, 21 September 2021

1 piece
NFTs as financial assets, status, identity, community and fun

Tuesday, 14 September 2021

1 piece
Beneficiaries of App Store Changes

Monday, 30 August 2021

1 piece
Toast S-1 Thoughts

Tuesday, 24 August 2021

1 piece
Understanding BNPL

Monday, 16 August 2021

1 piece
A few more Q2 earnings musings

Monday, 9 August 2021

1 piece
How Amazon Works

Tuesday, 3 August 2021

1 piece
A few Q2 earnings musings

Monday, 26 July 2021

1 piece
Streaming, COVID-19, and the Changing Theatrical Window

Monday, 19 July 2021

1 piece
Customers as Owners

Tuesday, 13 July 2021

1 piece
Duolingo and Consumer Subscription Businesses

Monday, 5 July 2021

1 piece
Robinhood S-1 Teardown

Tuesday, 29 June 2021

1 piece
Shopify Audiences

Monday, 21 June 2021

1 piece
Customer-Based Valuation

Monday, 14 June 2021

1 piece
Private Labels and Antitrust

Tuesday, 8 June 2021

1 piece
FIGS and Successful DTC Companies

Monday, 31 May 2021

1 piece
The True Addressable Market for Digital Advertising

Monday, 24 May 2021

1 piece
Fintech and Regulatory Arbitrage

Monday, 17 May 2021

1 piece
Marqeta S-1 teardown

Tuesday, 11 May 2021

1 piece
Ximalaya and the Economy of Ears

Tuesday, 4 May 2021

1 piece
Employee compensation and one-year equity grants

Monday, 26 April 2021

1 piece
Programmatic SEO, the long tail and customer acquisition

Monday, 19 April 2021

1 piece
The Democratization of IPOs
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