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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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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
Cassandra 1: The History Seekers
July 17, 2024
·
Nilesh Jasani
Hardware/Software Flip: When The Servant Is The Master
July 10, 2024
·
Nilesh Jasani
Some Answers to AI's $600 Billion Question
July 7, 2024
·
Nilesh Jasani
Innovation in the GenAI Era: A Shift Away from Garages
July 2, 2024
·
Nilesh Jasani
GenAI Capex: Wither Keynesianism?
June 28, 2024
·
Nilesh Jasani
AI Inequality and Unsustainability of Cloud Compute
June 23, 2024
·
Nilesh Jasani
The Next Big Fight: Apple vs. Google?
June 12, 2024
·
Nilesh Jasani
Are NVidia Pricing Ways Rubbing Off On Others?
June 8, 2024
·
Nilesh Jasani
The Unavailability Bias
June 6, 2024
·
Nilesh Jasani
Life's Fortunate Alignments
June 4, 2024
·
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
