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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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Fatty Liver: The Hidden Frontier in Health Innovation and Investment
May 18, 2025
·
Dr Bryan Chow
GenAI’s Ontic Take: When AI “IS” Not
May 12, 2025
·
Nilesh Jasani
From Structure to Fluidity: The Math of Meaning
May 5, 2025
·
Nilesh Jasani
Beyond AI: The Rise of the Innovation Era
April 30, 2025
·
Nilesh Jasani
China’s Chip Chase: Reality vs. Rhetoric
April 23, 2025
·
Nilesh Jasani
Time to Discuss the Demise of Our Beloved Structures
April 19, 2025
·
Nilesh Jasani
The Dawn of the Digital Twin: Personal History as the New AI Battleground
April 14, 2025
·
Nilesh Jasani
Of a World That Cannot Afford the Wealth Destruction Aftermath
April 9, 2025
·
Nilesh Jasani
Innovation in a World of Distrust
April 5, 2025
·
Nilesh Jasani
The Transformer Tsunami: How New Tech is Swallowing the Old
March 31, 2025
·
Nilesh Jasani
Satellite Communication: A Celestial Dream or a Grounded Reality?
March 24, 2025
·
Venkatesh Sethuraman
Software: A Glass Half-Empty Analysis
March 18, 2025
·
Nilesh Jasani
The End of Software’s Golden Age
March 15, 2025
·
Nilesh Jasani
From Chatbots to Doers: Manus Signals a New Age of Smart Helpers
March 12, 2025
·
Nilesh Jasani
Grok Unhinged to Smash the AI Skeptics
March 8, 2025
·
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
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