Tanay’s Newsletter

Tanay Jaipuria
Musings about tech and business
Created 25 Aug 2019
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  • Beneficiaries of App Store Changes
    14 Sep 2021 • 6 min read
    Hi friends, Earlier this week, Apple was issued an injunction against anti-steering in the Epic vs Apple case. They have 90 days to appeal, but it essentially states that they need to allow developers...
  • Toast S-1 Thoughts
    30 Aug 2021 • 5 min read
    Hi friends! Earlier this week Toast filed to go public, and its filing provides an interesting look at many things including SaaS + fintech business models, responding to COVID-19, and using hardware ...
  • Understanding BNPL
    24 Aug 2021 • 6 min read
    Hi friends! I’ve been spending some time researching the Buy Now, Pay Later (BNPL) trend, and below is a collection of some thoughts on the space. I’ll cover: An overview of the sector User Behavior M...
  • A few more Q2 earnings musings
    16 Aug 2021 • 8 min read
    Hi friends, Based on the feedback I received about this format from a few weeks ago, this week I’m again going round up a few trends which stood out to me across earnings calls over the past few weeks...
  • How Amazon Works
    09 Aug 2021 • 6 min read
    Hi friends! I recently finished reading “Working Backwards” a book by two tenured Amazon execs about the principles and processes that helped Amazon become the company it is. It goes without saying th...
  • A few Q2 earnings musings
    03 Aug 2021 • 9 min read
    Hi friends, This week’s newsletter is going to be a bit different. Below are some raw notes and thoughts based on the recent quarterly earnings results over the past week or two of some of the key con...
  • Streaming, COVID-19, and the Changing Theatrical Window
    26 Jul 2021 • 7 min read
    Hi friends, One of the interesting trends in the media industry recently has been experimentation with different approaches to distributing blockbuster films. Forced by COVID-19 which led to theaters ...
  • Customers as Owners
    19 Jul 2021 • 5 min read
    Hi friends, A few weeks ago, in the middle of its meme stock phase, AMC announced its Investor Connect Program, a way to provide perks to AMC shareholders, which included free popcorn among other thin...
  • Duolingo and Consumer Subscription Businesses
    13 Jul 2021 • 6 min read
    Hi friends! The language learning app Duolingo filed to go public a few weeks ago. I had a quick tweet about it which was well received and I got several DMs with questions and thought I would highlig...
  • Robinhood S-1 Teardown
    05 Jul 2021 • 9 min read
    Hi friends, Robinhood’s much anticipated S-1 filing became public last week. I’ve written about the company before, but now that a lot more information about it is public, it’s worth writing about aga...