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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Thanksgiving in the Age of Unseen Breakthroughs
November 23, 2025
·
Nilesh Jasani
Elon, Samsung, and the Swansong
November 19, 2025
·
Nilesh Jasani
2026's Real Chip War
November 12, 2025
·
Nilesh Jasani
All
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)
Polyglot Machines
Transformer Math
Innovation Era
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What was the innovation revolution in 2022?
June 7, 2023
·
Nilesh Jasani
The breathtaking pace of change
June 4, 2023
·
Nilesh Jasani
Competitive regulatory landscape
June 3, 2023
·
Nilesh Jasani
Difficulties in GenAi regulations
May 31, 2023
·
Nilesh Jasani
AI - the term that means too much, and hence too little
May 27, 2023
·
Nilesh Jasani
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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
