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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Profits Without Precedent, Valuations Without Logic
April 11, 2026
·
Nilesh Jasani
Lessons from NVIDIA's US$2bn Sprinklers
April 2, 2026
·
Nilesh Jasani
TurboQuant: Worse Than Old Wine in a New Bottle
March 27, 2026
·
Nilesh Jasani
All
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)
Polyglot Machines
Transformer Math
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Robotics Investments: More Than a Brain
September 26, 2025
·
Sidharth Mishra
AI’s Seven Redeeming Virtues
September 18, 2025
·
Nilesh Jasani
AI’s Seven Deadly Sins
September 13, 2025
·
Nilesh Jasani
Notionality of the Nominal Flood
September 7, 2025
·
Nilesh Jasani
We All Need Our Own 007's
September 2, 2025
·
Nilesh Jasani
The End of the Elevator Pitch: Why Innovation Investing Got So Hard
August 26, 2025
·
Nilesh Jasani
The Strategic Calculus of AI: Returns Beyond ROI
August 20, 2025
·
Nilesh Jasani
Go Figure: A Field Guide to Market Oddities
August 15, 2025
·
Nilesh Jasani
Hallucinations: History, Hype, and Hard Truths
August 11, 2025
·
Nilesh Jasani
Infidelity Lessons and AI's Open Questions
August 7, 2025
·
Nilesh Jasani
The LLM’s Schrödinger Issue
August 1, 2025
·
Nilesh Jasani
Edge Computing: A Eulogy for a Future That Wasn’t
July 21, 2025
·
Nilesh Jasani
The Audacious American Edge: When Shares Become Currency
July 16, 2025
·
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
·
Nilesh Jasani
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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
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