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Tanay Jaipuria

Personal blog · tanay.substack.comeconomicsbusiness

Tanay Jaipuria writes Tanay’s Newsletter, a personal blog at tanay.substack.com about economics and business. Since 2020, 16 different Hacker News readers have linked it 26 times, most often “Understanding Twitter's Algorithm”. It is still writing: the last post was on 2026-10-13, and you can follow it by feed.

Visit the blog
26mentions?
16HN people?
2020–2023first – last linked?
Links on Hacker News per year · peak 10 in 2023

Too few sampled comments (5) to say how often HN recommends it.?

Why HN links it

HN readers link Tanay Jaipuria's Substack for analysis of tech and business topics: the Twitter/X recommendation algorithm, intangible assets in tech valuations, dark stores for grocery delivery, and fintech debit card economics.

Summarised by Claude from a sample of 5 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.

Musings about tech and business.

Most-linked posts?

  1. Understanding Twitter's Algorithm
    2 people · 3 mentions · first linked 2023-08-27
  2. Employee compensation and one-year equity grants
    2 people · 2 mentions · first linked 2021-05-04
  3. A Roundup of Big Tech's Generative AI Plans from Q2 Earnings
    2 people · 2 mentions · first linked 2023-08-10
  4. Customer-Based Valuation
    2 people · 2 mentions · first linked 2021-06-22

What Hacker News says?

  1. Small grocery warehouses used by Instant delivery companies. From this post[1] by Tanay J A. Dark Stores / Fulfillment Centers Instant-Delivery Apps operate their own dark stores / fulfillment centers, typically one per neighborhood they operate in. Since these are not meant for consumers, space can be used more efficiently and typically the cost to operate these (at scale) as a percent of revenue is lower than rent…

    Comment linking /p/understanding-the-instant-delivery

    on “Americans are poorly served by their grocery stores”
  2. Submitted Lies, Damned Lies, and Stock-Based Compensation as a story · 170 points

    HN discussion
  3. As a consumer they're hoping to interest you with better technology, usually a better mobile app experience. The business model is to partner with a smaller bank and earn credit card like interchange income on debit card transactions due to the Durbin amendment. No other business model needed if you can get a bunch of consumers using a debit card. This applies to U.S. fintech's offering debit cards anyway. https://t…

    Comment linking /p/fintech-and-regulatory-arbitrage

    on “Andy Bromberg, CEO of Eco, details how Pebble (YC W22) copied them word for word”
  4. Submitted Employee compensation and one-year equity grants as a story · 42 points

    HN discussion
  5. I came across an article recently which talked about how current accounting standards don't portray an accurate picture of many tech companies due to "intangible assets". I wonder if or how much this shows up in the current feeling of many tech stocks bring overpriced? https://tanay.substack.com/p/the-rise-of-intangibles-and-the... https://news.ycombinator.com/item?id=25556726

    Comment linking /p/the-rise-of-intangibles-and-the-demise

    on “Ask HN: Are we in tech-stock bubble?”
  6. Submitted The rise of intangibles and the demise of accounting as a story · 24 points

    HN discussion
  7. Opening the algorithm might have caused influencers understand better what drives enagagement https://tanay.substack.com/p/understanding-twitters-algorith... . Apparently a reply to a retweet gets a weight of 27, a retweet only 1, a like 0.5 (higher number is better).

    Comment linking /p/understanding-twitters-algorithm

    on “Ask HN: Have you noticed X/Twitter is filling up with people asking questions?”
  8. Submitted Tech Startup IPO Candidates Following ARM's Filing as a story · 3 points

    HN discussion
  9. https://tanay.substack.com/p/understanding-twitters-algorith... https://archive.ph/71TWz#selection-685.0-685.91 While the general workings were well-known beforehand, there were quite a few surprises here. Especially the out-of-network penalty.

    Comment linking /p/understanding-twitters-algorithm

    on “Ask HN: With FAANG turnover-why don't we know about actual recommendation algos?”
  10. Submitted A Roundup of Big Tech's Generative AI Plans from Q2 Earnings as a story · 3 points

    HN discussion
  11. Submitted Disrupting Google Search as a story · 3 points

    HN discussion
  12. Submitted Understanding Twitter's Algorithm as a story · 2 points

    HN discussion
  13. Submitted Stripe and Adyen's Financials Compared as a story · 2 points

    HN discussion
  14. Submitted Talent, Compensation and Remote Work as a story · 2 points

    HN discussion
  15. Submitted Understanding the Modern Data Stack as a story · 2 points

    HN discussion
  16. Submitted Employee compensation and one-year equity grants as a story · 2 points

    HN discussion
  17. Submitted The rise of intangibles and the demise of accounting as a story · 2 points

    HN discussion
  18. Submitted Big Tech X Generative AI Q2 Update as a story · 1 points

    HN discussion
  19. Submitted AI Can Help Save the Open Web as a story · 1 points

    HN discussion
  20. Submitted Startups Advantages vs. Incumbents in Building with AI as a story · 1 points

    HN discussion
  21. Submitted An explanation of Stripe's latest $6.5B fundraise as a story · 1 points

    HN discussion
  22. Submitted Who Owns the Web? as a story · 1 points

    HN discussion
  23. Submitted Customer-Based Valuation as a story · 1 points

    HN discussion
  24. Submitted Customer-Based Valuation as a story · 1 points

    HN discussion
  25. Submitted Passion Investing as a story · 1 points

    HN discussion
  26. Submitted Marketplace Take Rates Factors as a story · 1 points

    HN discussion

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