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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
·
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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Standing Up for Long-Only
February 13, 2025
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Nilesh Jasani
Outsiders vs Insiders: Where to Expect the Unexpected
February 11, 2025
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Nilesh Jasani
Machines Building Machines: AI’s Accelerating Path
February 4, 2025
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Nilesh Jasani
When Facts Change, We Change Our Justifications: The DeepSeek Revelation
January 30, 2025
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Nilesh Jasani
To the Attempter, There Might be Spoils
January 26, 2025
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Nilesh Jasani
AGI: The Four Letters We No Longer Fear
January 21, 2025
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Nilesh Jasani
Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI
January 16, 2025
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Nilesh Jasani
Seeking Deep: Learning From Our Mistake
January 9, 2025
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Nilesh Jasani
GenAI Didn’t Take Days off this Xmas
January 2, 2025
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Nilesh Jasani
Bah, Humbug! A Christmas Quiz for the GenAI Skeptics
December 10, 2024
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Nilesh Jasani
When a Society Finds Its Heroes: Taiwan's Tech Ascendancy
December 8, 2024
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Nilesh Jasani
The Korean Valuation Duality: A Tale of Growth without Wealth Creation
December 5, 2024
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Nilesh Jasani
A Quiet Surge: The Rise of Chinese AI Innovators
November 30, 2024
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Nilesh Jasani
The Incredible Shrinking AI: When Chatbots Start Counting Calories
November 19, 2024
·
Nilesh Jasani
The Role of Serendipity in Innovation
November 17, 2024
·
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
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