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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Is DRAM at a Permanently Higher Plateau?
June 5, 2026
·
Nilesh Jasani
Silicon Shock: The Macro of Tech Inflation
May 29, 2026
·
Nilesh Jasani
Scale vs Skill: Time to Re-learn Emergence
May 19, 2026
·
Nilesh Jasani
All
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
Generative Analysts (GenRAs)
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The Dawn of AI Agents: A Threat to Narrowly Focused Software Companies
June 1, 2024
·
Nilesh Jasani
GenAI's Hardware Promise vs Software Reality
May 30, 2024
·
Nilesh Jasani
The Global LLM Price War: A Tale of Two Markets
May 26, 2024
·
Nilesh Jasani
Google Shows the Power of Personal Information
May 16, 2024
·
Nilesh Jasani
The GPT-4o Shockwave: Implications for All
May 15, 2024
·
Nilesh Jasani
Behind the iPad Glare
May 9, 2024
·
Nilesh Jasani
The Path Through the Half-Baked Products
May 6, 2024
·
Nilesh Jasani
Musk's China Trip: An Example of Emerging Regulatory Arbitrage
May 2, 2024
·
Nilesh Jasani
Dancing to Different Beats - Part 2
April 29, 2024
·
Nilesh Jasani
The Advent of the Fourth Macro Sector: The Machine Era
April 25, 2024
·
Nilesh Jasani
Dancing to Different Beats: Finding Rhythm in Listed Equities
April 21, 2024
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Nilesh Jasani
From Find to Query: Chatbox Risks and B2B Transition for LLMs
April 18, 2024
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Nilesh Jasani
When Ideation is not a Human Monopoly: From Mind to Brain
April 14, 2024
·
Nilesh Jasani
Killer Apps and the Rise of AI-Embodiment
April 10, 2024
·
Nilesh Jasani
Attention: A Mathematical Revolution with Far-Reaching Implications
April 7, 2024
·
Nilesh Jasani
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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
