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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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Of Super Moore Exponentialities and Real-Life Implications
March 24, 2024
·
Nilesh Jasani
NVidia's AI Factory Vision to Shake Semis End-to-End
March 22, 2024
·
Nilesh Jasani
Lessons from Founders flocking to Giants
March 20, 2024
·
Nilesh Jasani
Of wrong histories and limited viewpoints
March 18, 2024
·
Nilesh Jasani
The Semi hijack of GenAI
March 14, 2024
·
Nilesh Jasani
Lessons from AI Dolls
March 12, 2024
·
Nilesh Jasani
AI's E=MC^2
February 23, 2024
·
Nilesh Jasani
By Sean Darby: Innovations in Advanced Materials and Fine Chemicals
February 22, 2024
·
Nilesh Jasani
Royal Rumble: Big-7 at each other's Throats
February 20, 2024
·
Nilesh Jasani
The Super Moore Era
February 17, 2024
·
Nilesh Jasani
It's about the downstream, and not upstream
February 9, 2024
·
Nilesh Jasani
Three GenAI belief schools, like those of EMH: which one do you belong to?
January 28, 2024
·
Nilesh Jasani
The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers
January 27, 2024
·
Nilesh Jasani
Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious
January 24, 2024
·
Nilesh Jasani
The Robotics Revolution: Fuelled by LLMs
January 11, 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
