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Tanay Jaipuria
Tanay Jaipuria

3.5K Followers

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Sep 6

Instacart S-1 Breakdown

On the grocery market, ads, memberships, profitability, and valuation — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, This week, I’ll be breaking down Instacart’s (also known as Maplebear Inc’s) S-1. The company, which filed for an IPO the week before…

12 min read

Instacart S-1 Breakdown
Instacart S-1 Breakdown

12 min read


Aug 29

Klaviyo S-1 breakdown

On building on top of Shopify, bootstrapping and growing efficiently via product-led growth in a very competitive market — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, Last week, I suggested that Klaviyo and Instacart were 2 of 5 potential companies that could follow Arm in filing to go public…

9 min read

Klaviyo S-1 breakdown
Klaviyo S-1 breakdown

9 min read


Aug 23

Cracking Open the IPO Window

Which companies follow Arm in going public? — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, IPOs have been few and far between in 2023, especially in the tech sector. …

5 min read

Cracking Open the IPO Window
Cracking Open the IPO Window

5 min read


Aug 7

Big Tech x Generative AI Q2 Update

A roundup of LLM and AI discussion from Q2 earnings — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, This week, I’ll be rounding up what all the big tech companies are up to in Generative AI, based on some of the…

10 min read

Big Tech x Generative AI Q2 Update
Big Tech x Generative AI Q2 Update

10 min read


Jul 31

Saving the Open Web

AI and other advancements that can help save the open web — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends! Last week, I wrote about how AI might further the decline of the open web. But all hope isn’t lost. …

5 min read

Saving the Open Web
Saving the Open Web

5 min read


Jul 25

AI and the decline of the Open Web

How AI is accelerating the decline of openness in the web — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, One of the key characteristics of the web has been that it is open. While some of the core tenets of openness: interoperability…

5 min read

AI and the decline of the Open Web
AI and the decline of the Open Web

5 min read


Jul 11

A few product lessons from Threads

On cold starts, distribution, timing and leveraging your new entrant status — Hi friends! Many of you have at least heard about the launch of Meta’s Twitter Clone, Threads. And while it may be a clone, there are still a lot of important product decisions that need to be made which end up influencing the direction the app takes and more importantly…

7 min read

A few product lessons from Threads
A few product lessons from Threads

7 min read


Jul 5

Taylor Swift, Lionel Messi and the Economics of Superstars

How superstars get paid — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, I hope everyone who celebrates had a great 4th of July weekend! Social media and the internet writ large have democratized talent and…

6 min read

Taylor Swift, Lionel Messi and the Economics of Superstars
Taylor Swift, Lionel Messi and the Economics of Superstars

6 min read


Jun 21

Apple Vision Pro and subsidizing R&D

Apple’s ability to leverage prior works — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, A few weeks ago Apple announced the Vision Pro. A lot has been written about the device itself, but I want to focus…

6 min read

Apple Vision Pro and subsidizing R&D
Apple Vision Pro and subsidizing R&D

6 min read


Jun 5

Observations from the 2023 Enterprise Tech 30

A few trends in enterprise tech as evidenced by the ET30 — This is a weekly newsletter about the business of the technology industry. To receive Tanay’s Newsletter in your inbox, subscribe here for free: Subscribe now Hi friends, This week, I’ll be sharing some observations from the 2023 Enterprise Tech 30, which we at Wing published the week before last. For…

5 min read

Observations from the 2023 Enterprise Tech 30
Observations from the 2023 Enterprise Tech 30

5 min read

Tanay Jaipuria

Tanay Jaipuria

3.5K Followers

Curious about technology, economics, and business. You can find me on twitter (@tanayj) or substack: https://tanay.substack.com/

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