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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
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Nilesh Jasani
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
July 11, 2025
·
Nilesh Jasani
On Counting Raindrops While the Flood Rises
July 6, 2025
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Nilesh Jasani
All
Changing Internet
Innovation Era
Large, Long-term Innovations
Instant Copiability
Super Moore Era
Physical AI
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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
Beyond chatbots and copilots
November 29, 2023
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Nilesh Jasani
Did LLMs figure out math?
November 26, 2023
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Nilesh Jasani
Real Takeaways from Sam's Departure
November 20, 2023
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Nilesh Jasani
Our Lexicon Levels Up - Lessons for the Track-Record Seekers
November 20, 2023
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Nilesh Jasani
Why AI ≠ innovation?
November 18, 2023
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Nilesh Jasani
More than a statistical parrot
October 28, 2023
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Nilesh Jasani
Non-tech sleeps and big tech invades
October 14, 2023
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Nilesh Jasani
Why AI is bigger than Internet
September 14, 2023
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Nilesh Jasani
AI can taste and smell, and so much more
September 13, 2023
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Nilesh Jasani
When machines deal with complexity levels a scale higher
September 11, 2023
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Nilesh Jasani
The AI pricing models
September 3, 2023
·
Nilesh Jasani
Who will have the moat?
August 23, 2023
·
Nilesh Jasani
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Changing Internet
Unstructured Times
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Agentic AI
Physical AI
AGI and General Intelligence
Agritech
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Multimodality
Professional Services
Quantum Computing
Super Moore Era
Archeology
Competitive World
Generative Analysts (GenRAs)
Gaming
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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
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