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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
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Nilesh Jasani
Notionality of the Nominal Flood
September 7, 2025
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Nilesh Jasani
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The Fourth Macro Sector
Machine Innovators
Macro Policies
Generative Analysts (GenRAs)
Humanoid Age
Hardware/Software Flip
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Three GenAI belief schools, like those of EMH: which one do you belong to?
January 28, 2024
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Nilesh Jasani
The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers
January 27, 2024
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Nilesh Jasani
Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious
January 24, 2024
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Nilesh Jasani
The Robotics Revolution: Fuelled by LLMs
January 11, 2024
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Nilesh Jasani
Hardware disruption: XaaS and cloud sector risks
January 4, 2024
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Nilesh Jasani
An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI
January 1, 2024
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Nilesh Jasani
2024 Innovation Theme: Consumer Hardware
December 30, 2023
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Nilesh Jasani
Funsearch - the AI black swan
December 18, 2023
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Nilesh Jasani
The fastest way to make a Billion!
December 13, 2023
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Nilesh Jasani
MAMBA: A Neural Network Revolution Lurking in the Shadows?
December 11, 2023
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Nilesh Jasani
GenAI's real blue ducks
December 10, 2023
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Nilesh Jasani
AI's government race
December 5, 2023
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Nilesh Jasani
AI Experts: A House Divided
December 4, 2023
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Nilesh Jasani
Risks in innovation: through a book review
December 2, 2023
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Nilesh Jasani
AI ≠ Tech, not just for tech hirers, but also investors
November 30, 2023
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Nilesh Jasani
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