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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
The Audacious American Edge: When Shares Become Currency
July 16, 2025
·
Nilesh Jasani
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
July 11, 2025
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Nilesh Jasani
On Counting Raindrops While the Flood Rises
July 6, 2025
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Nilesh Jasani
All
Edge Computing
Agentic AI
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Transformer Math
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“Time forgot its own shadow”
August 21, 2024
·
Nilesh Jasani
Valley’s Detroit Risks in Hardware’s Silent Rise
August 15, 2024
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Nilesh Jasani
Look East for Innovation: The Undervalued Giants of the Tech World
August 14, 2024
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Nilesh Jasani
The Diverging Roads of Autonomous Driving
August 11, 2024
·
Nilesh Jasani
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
August 7, 2024
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Nilesh Jasani
Cassandra 5: The Valuation Concerned
July 28, 2024
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Nilesh Jasani
Cassandra 4: The Sustainability Warriors
July 24, 2024
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Nilesh Jasani
Cassandra 3: The Tech Skeptics
July 21, 2024
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Nilesh Jasani
Cassandra 2: The Killer App Hunters
July 19, 2024
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Nilesh Jasani
Cassandra 1: The History Seekers
July 17, 2024
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Nilesh Jasani
Hardware/Software Flip: When The Servant Is The Master
July 10, 2024
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Nilesh Jasani
Some Answers to AI's $600 Billion Question
July 7, 2024
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Nilesh Jasani
Innovation in the GenAI Era: A Shift Away from Garages
July 2, 2024
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Nilesh Jasani
GenAI Capex: Wither Keynesianism?
June 28, 2024
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Nilesh Jasani
AI Inequality and Unsustainability of Cloud Compute
June 23, 2024
·
Nilesh Jasani
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Changing Internet
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Quantum Computing
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Beyond XaaS Model
Old AI vs. New AI
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Humanoid Age
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Instant Copiability
Hardware/Software Flip
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Transformer Math
Innovation Era
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