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Our Innovation Age
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About
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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
NVIDIA’s Changing Moats as AI Turns Personal
June 2, 2025
·
Nilesh Jasani
The Geography of Innovation
May 28, 2025
·
Nilesh Jasani
A Quiet Shift: Programming Automation’s Enterprise Leap in 2025
May 21, 2025
·
Nilesh Jasani
All
Generative Analysts (GenRAs)
Unstructured Times
Polyglot Machines
Instant Copiability
Physical AI
GenAI Revolution
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Cassandra 3: The Tech Skeptics
July 21, 2024
·
Nilesh Jasani
Cassandra 2: The Killer App Hunters
July 19, 2024
·
Nilesh Jasani
Cassandra 1: The History Seekers
July 17, 2024
·
Nilesh Jasani
Hardware/Software Flip: When The Servant Is The Master
July 10, 2024
·
Nilesh Jasani
Some Answers to AI's $600 Billion Question
July 7, 2024
·
Nilesh Jasani
Innovation in the GenAI Era: A Shift Away from Garages
July 2, 2024
·
Nilesh Jasani
GenAI Capex: Wither Keynesianism?
June 28, 2024
·
Nilesh Jasani
AI Inequality and Unsustainability of Cloud Compute
June 23, 2024
·
Nilesh Jasani
The Next Big Fight: Apple vs. Google?
June 12, 2024
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Nilesh Jasani
Are NVidia Pricing Ways Rubbing Off On Others?
June 8, 2024
·
Nilesh Jasani
The Unavailability Bias
June 6, 2024
·
Nilesh Jasani
Life's Fortunate Alignments
June 4, 2024
·
Nilesh Jasani
Another take on the WSJ Article: AI is not Losing Steam, it is Shifting Gears
June 2, 2024
·
Nilesh Jasani
The Dawn of AI Agents: A Threat to Narrowly Focused Software Companies
June 1, 2024
·
Nilesh Jasani
GenAI's Hardware Promise vs Software Reality
May 30, 2024
·
Nilesh Jasani
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Unstructured Times
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Physical AI
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Quantum Computing
Super Moore Era
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Generative Analysts (GenRAs)
Gaming
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Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
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Hardware/Software Flip
Polyglot Machines
Transformer Math
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