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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
AI’s Seven Redeeming Virtues
September 18, 2025
·
Nilesh Jasani
AI’s Seven Deadly Sins
September 13, 2025
·
Nilesh Jasani
Notionality of the Nominal Flood
September 7, 2025
·
Nilesh Jasani
All
Transformer Math
Large, Long-term Innovations
Generative Analysts (GenRAs)
Super Moore Era
Innovation Era
GenAI Revolution
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Life's Fortunate Alignments
June 4, 2024
·
Nilesh Jasani
Another take on the WSJ Article: AI is not Losing Steam, it is Shifting Gears
June 2, 2024
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Nilesh Jasani
The Dawn of AI Agents: A Threat to Narrowly Focused Software Companies
June 1, 2024
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Nilesh Jasani
GenAI's Hardware Promise vs Software Reality
May 30, 2024
·
Nilesh Jasani
The Global LLM Price War: A Tale of Two Markets
May 26, 2024
·
Nilesh Jasani
Google Shows the Power of Personal Information
May 16, 2024
·
Nilesh Jasani
The GPT-4o Shockwave: Implications for All
May 15, 2024
·
Nilesh Jasani
Behind the iPad Glare
May 9, 2024
·
Nilesh Jasani
The Path Through the Half-Baked Products
May 6, 2024
·
Nilesh Jasani
Musk's China Trip: An Example of Emerging Regulatory Arbitrage
May 2, 2024
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Nilesh Jasani
Dancing to Different Beats - Part 2
April 29, 2024
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Nilesh Jasani
The Advent of the Fourth Macro Sector: The Machine Era
April 25, 2024
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Nilesh Jasani
Dancing to Different Beats: Finding Rhythm in Listed Equities
April 21, 2024
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Nilesh Jasani
From Find to Query: Chatbox Risks and B2B Transition for LLMs
April 18, 2024
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Nilesh Jasani
When Ideation is not a Human Monopoly: From Mind to Brain
April 14, 2024
·
Nilesh Jasani
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