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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Goliath’s World and the Encroachment Imperative
March 14, 2026
·
Nilesh Jasani
Optical Rivalries: Where One Tech Must Lose for the Other to Win
March 10, 2026
·
Nilesh Jasani
Five Certainties in the AI Storm: Beyond Hope and Hype
March 7, 2026
·
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
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GenAI and environment
July 26, 2023
·
Nilesh Jasani
Different levels at which AI could disappoint
July 26, 2023
·
Nilesh Jasani
Why? Why Not?
July 23, 2023
·
Nilesh Jasani
A typical week, a busy week
July 16, 2023
·
Nilesh Jasani
The real Chatbot trends
July 13, 2023
·
Nilesh Jasani
AI, UBI et al with Japan
July 10, 2023
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Nilesh Jasani
What “We also do AI" and "We cannot do AI" chanters miss
July 8, 2023
·
Nilesh Jasani
Success drivers amid massive change
July 6, 2023
·
Nilesh Jasani
AI's macro and the need to look beyond past patterns
July 4, 2023
·
Nilesh Jasani
Healthcare's ChatGPT?
July 1, 2023
·
Nilesh Jasani
AI hype cycle and episodic innovation waves
June 27, 2023
·
Nilesh Jasani
AI investments through public versus private markets
June 24, 2023
·
Nilesh Jasani
Surprising how firms keep focusing on APIs
June 21, 2023
·
Nilesh Jasani
Towards a patent-less world, too. Another GenAI potential aftereffect
June 19, 2023
·
Nilesh Jasani
Despite risks, there is one bigger reason other than belief in technology to stay positive on AI
June 19, 2023
·
Nilesh Jasani
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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