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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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Drug Discovery: The Migration of Cognitive Value
February 22, 2026
·
Nilesh Jasani
History's Hallucinations
February 15, 2026
·
Nilesh Jasani
Shedding the Skin of Scandal: The Unbridled Paradox of Chinese Drug Discovery
February 9, 2026
·
Nilesh Jasani
Innovating the Innovator: Our AI Journey
February 4, 2026
·
Nilesh Jasani
The Moltbook Cascade: When AI Agents Started Talking to Each Other
February 1, 2026
·
Nilesh Jasani
China’s Pharma Foundry
January 29, 2026
·
Gary Pinge
The Accelerationist State: China’s Biopharma Industrialization
January 22, 2026
·
Archisha Mukherjee
Alibaba: The AI Kingmaker
January 16, 2026
·
Nilesh Jasani
Chip Design: Hardware’s Software
January 11, 2026
·
Nilesh Jasani
Silicon Shock: The Big ‘26 Theme
January 3, 2026
·
Nilesh Jasani
It’s Not You, It’s Us.
December 19, 2025
·
Nilesh Jasani
The Most Consequential Business Decision of 2025
December 12, 2025
·
Nilesh Jasani
The Collapse of 'Cannot': When Models Break Intuitions
December 6, 2025
·
Nilesh Jasani
Tech is Dead as We Know It
November 28, 2025
·
Nilesh Jasani
Thanksgiving in the Age of Unseen Breakthroughs
November 23, 2025
·
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
