About
Process
Fund
Media
GenInnov Thoughts
Contact us
About
Fund
GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Silicon Shock: The Big ‘26 Theme
January 3, 2026
·
Nilesh Jasani
It’s Not You, It’s Us.
December 19, 2025
·
Nilesh Jasani
The Most Consequential Business Decision of 2025
December 12, 2025
·
Nilesh Jasani
All
Silicon Shock
2026's Two Races
Custom Chips
Changing Internet
Unstructured Times
GenAI Revolution
Competitive World
Macro Policies
Beyond XaaS Model
Agentic AI
Physical AI
Super Moore Era
Generative Analysts (GenRAs)
Polyglot Machines
Transformer Math
Oops! Something went wrong while submitting the form.
It's about the downstream, and not upstream
February 9, 2024
·
Nilesh Jasani
Three GenAI belief schools, like those of EMH: which one do you belong to?
January 28, 2024
·
Nilesh Jasani
The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers
January 27, 2024
·
Nilesh Jasani
Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious
January 24, 2024
·
Nilesh Jasani
The Robotics Revolution: Fuelled by LLMs
January 11, 2024
·
Nilesh Jasani
Hardware disruption: XaaS and cloud sector risks
January 4, 2024
·
Nilesh Jasani
An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI
January 1, 2024
·
Nilesh Jasani
2024 Innovation Theme: Consumer Hardware
December 30, 2023
·
Nilesh Jasani
Funsearch - the AI black swan
December 18, 2023
·
Nilesh Jasani
The fastest way to make a Billion!
December 13, 2023
·
Nilesh Jasani
MAMBA: A Neural Network Revolution Lurking in the Shadows?
December 11, 2023
·
Nilesh Jasani
GenAI's real blue ducks
December 10, 2023
·
Nilesh Jasani
AI's government race
December 5, 2023
·
Nilesh Jasani
AI Experts: A House Divided
December 4, 2023
·
Nilesh Jasani
Risks in innovation: through a book review
December 2, 2023
·
Nilesh Jasani
Previous
Next
10 / 13
Stay Informed with GenInnov
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us
Silicon Shock
Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Entertainment
Agentic AI
Physical AI
AGI and General Intelligence
Agritech
Agritech
Multimodality
Professional Services
Quantum Computing
Super Moore Era
Archeology
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
Scientific Advance
Environment
Software
Diagnostics
Education
Clean Tech
Mobility
Healthcare
Biotech
Consumer Electronics
Robotics
Technology