Tanay’s Newsletter

Tanay Jaipuria
Musings about tech and business
Created 25 Aug 2019
  • Music Ownership (Taylor's Version)
    14 Dec 2021 • 8 min read
    Hi friends, Regardless of whether you’re a Swiftie like I am or not, you probably heard that Taylor Swift recently released Red (Taylor’s Version), her second re-recorded album of 2021. I’ll be coveri...
  • 4 strategies for setting marketplace take rates
    07 Dec 2021 • 5 min read
    Hi friends, I’ve written in the past about take rates and growing take rates and often got questions on how to think about setting them. So, I summarized all my thoughts in this piece for TechCrunch a...
  • The evolution of SaaS companies
    30 Nov 2021 • 9 min read
    Hi friends, I wanted to discuss the evolution of SaaS companies and business models through the embedding of financial services. Many of the initial SaaS companies generated most of their revenue from...
  • Understanding Nubank
    23 Nov 2021 • 11 min read
    Hi friends, Brazil’s Nu Financial, more commonly known as Nubank filed to go public a few weeks ago, making it one of the first neobanks globally to do so. Nubank also happens to be the largest neoban...
  • Disrupting Google Search
    09 Nov 2021 • 8 min read
    Hi friends! A few weeks ago, I tweeted about how incredible a business Google Search is. Tanay Jaipuria @tanayj Just absurd that Google search is a $150B/yr of revenue business still growing at 44% y/...
  • The current state of web3
    01 Nov 2021 • 6 min read
    Hi friends, I’ve written a bit in the past about NFTs and Crypto and based on a few reader requests, wanted to summarize the current state of web3. But first, what is web3? While definitions vary some...
  • Freshworks and the Globalization of SaaS
    26 Oct 2021 • 4 min read
    Hi friends, In a previous piece, I touched on the idea that Gitlab and Freshworks which both went public recently highlighted the increasing globalization of SaaS. While Gitlab pioneered building a tr...
  • Understanding the Instant-Delivery Phenomenon
    18 Oct 2021 • 10 min read
    Hi friends! Many major cities have seen an influx of hyperlocal delivery apps, which promise groceries and convenience type products delivered to your doorstep in 15 minutes. This week, I’m going to g...
  • The Netflix Game
    04 Oct 2021 • 7 min read
    Hi friends, If you’re like most of the people I know, you probably binged Squid Game on Netflix at some point last week or had a friend mention it to you. The Korean thriller series has taken the worl...
  • Gitlab and All-Remote Companies
    27 Sep 2021 • 7 min read
    Hi friends, Over the last few weeks, two companies filed to go public that represent different lenses on something which has been happening for a while now, but is finally coming into the spotlight: t...
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