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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
When a Society Finds Its Heroes: Taiwan's Tech Ascendancy
December 8, 2024
·
Nilesh Jasani
The Korean Valuation Duality: A Tale of Growth without Wealth Creation
December 5, 2024
·
Nilesh Jasani
A Quiet Surge: The Rise of Chinese AI Innovators
November 30, 2024
·
Nilesh Jasani
All
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
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Chip Matters Coz Chips Matter
September 23, 2024
·
Nilesh Jasani
Climbing the Semiconductor Everest: China's Unconventional Ascent
September 19, 2024
·
Nilesh Jasani
To Fix a Nail, You Don't Need an LLM
September 16, 2024
·
Nilesh Jasani
Inflation the Feds don’t see nor care
September 13, 2024
·
Nilesh Jasani
Introducing New GenInnov.AI website
September 11, 2024
·
Nilesh Jasani
EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving
August 27, 2024
·
Venkatesh Sethuraman
“Time forgot its own shadow”
August 21, 2024
·
Nilesh Jasani
Valley’s Detroit Risks in Hardware’s Silent Rise
August 15, 2024
·
Nilesh Jasani
Look East for Innovation: The Undervalued Giants of the Tech World
August 14, 2024
·
Nilesh Jasani
The Diverging Roads of Autonomous Driving
August 11, 2024
·
Nilesh Jasani
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
August 7, 2024
·
Nilesh Jasani
Cassandra 5: The Valuation Concerned
July 28, 2024
·
Nilesh Jasani
Cassandra 4: The Sustainability Warriors
July 24, 2024
·
Nilesh Jasani
Cassandra 3: The Tech Skeptics
July 21, 2024
·
Nilesh Jasani
Cassandra 2: The Killer App Hunters
July 19, 2024
·
Nilesh Jasani
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Super Moore Era
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Competitive World
Generative Analysts (GenRAs)
Gaming
Sports
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
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