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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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Macro That Matters: The Lessons From Micron
September 29, 2024
·
Nilesh Jasani
Dear Warren - We Have a Stock For You
September 24, 2024
·
Nilesh Jasani
Chip Matters Coz Chips Matter
September 23, 2024
·
Nilesh Jasani
Climbing the Semiconductor Everest: China's Unconventional Ascent
September 19, 2024
·
Nilesh Jasani
To Fix a Nail, You Don't Need an LLM
September 16, 2024
·
Nilesh Jasani
Inflation the Feds don’t see nor care
September 13, 2024
·
Nilesh Jasani
Introducing New GenInnov.AI website
September 11, 2024
·
Nilesh Jasani
EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving
August 27, 2024
·
Venkatesh Sethuraman
“Time forgot its own shadow”
August 21, 2024
·
Nilesh Jasani
Valley’s Detroit Risks in Hardware’s Silent Rise
August 15, 2024
·
Nilesh Jasani
Look East for Innovation: The Undervalued Giants of the Tech World
August 14, 2024
·
Nilesh Jasani
The Diverging Roads of Autonomous Driving
August 11, 2024
·
Nilesh Jasani
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
August 7, 2024
·
Nilesh Jasani
Cassandra 5: The Valuation Concerned
July 28, 2024
·
Nilesh Jasani
Cassandra 4: The Sustainability Warriors
July 24, 2024
·
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
