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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
The World of Zero Visibility
July 28, 2026
·
Nilesh Jasani
A Personal Odyssey Through Samsung and TSMC
July 20, 2026
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Nilesh Jasani
A Chip of One's Own
July 16, 2026
·
Nilesh Jasani
All
GenInnov Tools
Inflationary Tech
Token Inequality
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
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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
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Nilesh Jasani
The Next Big Fight: Apple vs. Google?
June 12, 2024
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Nilesh Jasani
Are NVidia Pricing Ways Rubbing Off On Others?
June 8, 2024
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Nilesh Jasani
The Unavailability Bias
June 6, 2024
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Nilesh Jasani
Life's Fortunate Alignments
June 4, 2024
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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
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Nilesh Jasani
The Global LLM Price War: A Tale of Two Markets
May 26, 2024
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Nilesh Jasani
Google Shows the Power of Personal Information
May 16, 2024
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Nilesh Jasani
The GPT-4o Shockwave: Implications for All
May 15, 2024
·
Nilesh Jasani
Behind the iPad Glare
May 9, 2024
·
Nilesh Jasani
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GenInnov Tools
Inflationary Tech
Need At Any Price
Token Inequality
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
