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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
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
Old Habits Die Hard
March 26, 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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The Customisation Paradox
March 20, 2026
·
Nilesh Jasani
Goliath’s World and the Encroachment Imperative
March 14, 2026
·
Nilesh Jasani
Optical Rivalries: Where One Tech Must Lose for the Other to Win
March 10, 2026
·
Nilesh Jasani
Five Certainties in the AI Storm: Beyond Hope and Hype
March 7, 2026
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Nilesh Jasani
AI Is Going To Be Our Economics. AI Is Going To Be Our Politics
February 24, 2026
·
Nilesh Jasani
Drug Discovery: The Migration of Cognitive Value
February 22, 2026
·
Nilesh Jasani
History's Hallucinations
February 15, 2026
·
Nilesh Jasani
Shedding the Skin of Scandal: The Unbridled Paradox of Chinese Drug Discovery
February 9, 2026
·
Nilesh Jasani
Innovating the Innovator: Our AI Journey
February 4, 2026
·
Nilesh Jasani
The Moltbook Cascade: When AI Agents Started Talking to Each Other
February 1, 2026
·
Nilesh Jasani
China’s Pharma Foundry
January 29, 2026
·
Gary Pinge
The Accelerationist State: China’s Biopharma Industrialization
January 22, 2026
·
Archisha Mukherjee
Alibaba: The AI Kingmaker
January 16, 2026
·
Nilesh Jasani
Chip Design: Hardware’s Software
January 11, 2026
·
Nilesh Jasani
Silicon Shock: The Big ‘26 Theme
January 3, 2026
·
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
