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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
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Nilesh Jasani
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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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The Accelerationist State: China’s Biopharma Industrialization
January 22, 2026
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Archisha Mukherjee
Alibaba: The AI Kingmaker
January 16, 2026
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Nilesh Jasani
Chip Design: Hardware’s Software
January 11, 2026
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Nilesh Jasani
Silicon Shock: The Big ‘26 Theme
January 3, 2026
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Nilesh Jasani
It’s Not You, It’s Us.
December 19, 2025
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Nilesh Jasani
The Most Consequential Business Decision of 2025
December 12, 2025
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Nilesh Jasani
The Collapse of 'Cannot': When Models Break Intuitions
December 6, 2025
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Nilesh Jasani
Tech is Dead as We Know It
November 28, 2025
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Nilesh Jasani
Thanksgiving in the Age of Unseen Breakthroughs
November 23, 2025
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Nilesh Jasani
Elon, Samsung, and the Swansong
November 19, 2025
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Nilesh Jasani
2026's Real Chip War
November 12, 2025
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Nilesh Jasani
Nothing Is Given: Of China’s Open-Source Tsunami
November 8, 2025
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Nilesh Jasani
Takeda Blinked. Markets Didn’t. China’s Quiet Big-Pharma Break-In
November 2, 2025
·
Dr Bryan Chow
How Google Became the Unseen Winner of the AI Race
October 27, 2025
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Nilesh Jasani
The Cassandra Cascade: On the Industrialization of Fear
October 22, 2025
·
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
