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About
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GenInnov Thoughts
2026's Two Races
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Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
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Humanoid Age
Large, Long-term Innovations
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Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
November 19, 2025
Elon, Samsung, and the Swansong
In any Terafab dream, Samsung could be the key to unlocking counterforces against TSMC & SK Hynix's dominances
Nilesh Jasani
·
November 12, 2025
2026's Real Chip War
And, it is not about China
Nilesh Jasani
·
November 8, 2025
Nothing Is Given: Of China’s Open-Source Tsunami
A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.
Nilesh Jasani
·
October 27, 2025
How Google Became the Unseen Winner of the AI Race
The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.
Nilesh Jasani
·
October 15, 2025
Four Sayings and a Diurnal
An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
December 19, 2025
It’s Not You, It’s Us.
A Year-End Note on Why We Write
Nilesh Jasani
·
December 12, 2025
The Most Consequential Business Decision of 2025
Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026
Nilesh Jasani
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
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