About
Process
Fund
Media
GenInnov Thoughts
Contact Us
GenInnov Thoughts
Agentic AI
Categories
Silicon Shock
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
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
Nilesh Jasani
·
March 20, 2026
The Customisation Paradox
From whirring Macs to lobster farms to reinvented silicon: the world's hunger for bespoke intelligence is a demand story nobody is properly telling
Nilesh Jasani
·
February 1, 2026
The Moltbook Cascade: When AI Agents Started Talking to Each Other
The world of AI likely changed this weekend
Nilesh Jasani
·
January 16, 2026
Alibaba: The AI Kingmaker
When the premier model-maker is the top cloud provider, it becomes the backbone of the world's most AI-enthusiastic society.
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
·
May 21, 2025
A Quiet Shift: Programming Automation’s Enterprise Leap in 2025
Automation in programming is only now gaining real momentum, with wide-reaching effects that call for greater attention from investors
Nilesh Jasani
·
March 12, 2025
From Chatbots to Doers: Manus Signals a New Age of Smart Helpers
Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
April 2, 2026
Lessons from NVIDIA's US$2bn Sprinklers
Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.
Nilesh Jasani
·
March 27, 2026
TurboQuant: Worse Than Old Wine in a New Bottle
The real change around the TurboQuant brouhaha is financial community attention, not unexpected tech development
Nilesh Jasani
·
March 26, 2026
Old Habits Die Hard
An idle afternoon's chitter-chatter on six reflexes that have outlived their usefulness.
View More
Stay Informed with GenInnov
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us