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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Is DRAM at a Permanently Higher Plateau?
June 5, 2026
·
Nilesh Jasani
Silicon Shock: The Macro of Tech Inflation
May 29, 2026
·
Nilesh Jasani
Scale vs Skill: Time to Re-learn Emergence
May 19, 2026
·
Nilesh Jasani
All
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
Generative Analysts (GenRAs)
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Cassandra 5: The Valuation Concerned
July 28, 2024
·
Nilesh Jasani
Cassandra 4: The Sustainability Warriors
July 24, 2024
·
Nilesh Jasani
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
·
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
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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
