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TikTok’s Second Act: How Trump, Xi, and Silicon Valley Found Common Ground

Trump’s surprise TikTok deal with Xi Jinping could reshape U.S.–China tech relations — turning a social media flashpoint into the first real test of a new era of algorithm diplomacy.

Peeyush Jain

Oct 08, 2025

Premature Imitation and India's Flailing State

Social Media, Physics Nobel, Church, and Fashion Design

Peeyush Jain, +1

Oct 05, 2025

The Global Race to Give AI a Body

The US and China are racing to turn AI into humanoid robots — a battle of “brains vs bodies” that could define the next industrial revolution and the future of global labor.

Peeyush Jain

Oct 01, 2025

The Making of a Market Maker

Peace, Barry Diller, Birth Rates, and Corporate Jobs

Peeyush Jain, +1

Sep 28, 2025

Peak XV: The Best Year, the Hardest Year

Peak XV, India’s biggest VC firm, is having its best exit year yet with IPOs like Groww and Pine Labs—while battling partner exits, turf wars, and an identity crisis over its global AI pivot.

Peeyush Jain

Sep 24, 2025

The Calculus of Value

Normal, Retention, Welfare Spending, and Changes in the Modern World

Peeyush Jain, +1

Sep 21, 2025

Google’s Last Stand? How India Became the Battleground in the AI War Against Microsoft?

Google is betting big on India to win its AI war against Microsoft. From Gemini bundling and aggressive pricing to student freebies and cloud bets, India is the proving ground that could decide Google’s AI future.

Peeyush Jain

Sep 17, 2025

The Impact of Intangibles on Base Rates

Urgency, Cash Holding, Grand Slams, and Reading

Peeyush Jain, +1

Sep 14, 2025

Lenskart’s Global Vision: Building India’s First Truly International Retail Giant

Lenskart’s IPO is just the beginning. With acquisitions in Japan, Spain, and beyond, the eyewear giant is quietly building India’s first true global retail brand—balancing discipline, scale, and ambition.

Peeyush Jain

Sep 10, 2025

The Electro-Industrial Stack Will Move the World

Ambition, Indonesia Finance Minister, Dollar vs Gold, and Pay for Job

Peeyush Jain, +1

Sep 07, 2025

India’s AI Moment: Market, Lab, or Builder?

India is at the center of the AI race, but will it be a market, a lab, or a builder? With global giants like OpenAI expanding and local startups facing capital gaps, the country’s AI future hangs on localization, vertical focus, and government support.

Peeyush Jain