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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Profits Without Precedent, Valuations Without Logic
April 11, 2026
·
Nilesh Jasani
Lessons from NVIDIA's US$2bn Sprinklers
April 2, 2026
·
Nilesh Jasani
TurboQuant: Worse Than Old Wine in a New Bottle
March 27, 2026
·
Nilesh Jasani
All
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
Generative Analysts (GenRAs)
Polyglot Machines
Transformer Math
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GenAI: A Chaotic Kluge
October 27, 2024
·
Nilesh Jasani
Clash of the Giants: When Tech Titans Collide
October 24, 2024
·
Nilesh Jasani
LLMs: App Killers or Killer Apps?
October 20, 2024
·
Nilesh Jasani
Decoding ASML: Seeing Through the Noise with GenAI
October 16, 2024
·
Nilesh Jasani
Nexus and Other Vexatious AI Issues
October 14, 2024
·
Nilesh Jasani
A Million Model Milestone: When Quantity Becomes the New Quality
October 9, 2024
·
Nilesh Jasani
Demographic Influences on the Divergent Paths of Innovation
October 7, 2024
·
Nilesh Jasani
NotebookLM: A New AI Tool You Should Know About
October 2, 2024
·
Nilesh Jasani
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
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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
