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About
Fund
GenInnov Thoughts
Beyond XaaS Model
Categories
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
·
July 21, 2025
Edge Computing: A Eulogy for a Future That Wasn’t
From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.
Nilesh Jasani
·
March 1, 2025
From XaaS Boom to GenAI Bust? The Changing Fortunes of “Everything-as-a-Service”
GenAI is not a product but a layer. Monetization requires bundling with products and ecosystems, with differentiation through integration
Nilesh Jasani
·
November 19, 2024
The Incredible Shrinking AI: When Chatbots Start Counting Calories
When shrinkflation hits the chatboxes to turn shirkflation and leave answers a-hanging
Nilesh Jasani
·
September 13, 2024
Inflation the Feds don’t see nor care
We have been witnessing substantial pricing increases directly or indirectly from many monoliner, small software companies. Across the board, the focus is not as much on locking users for the long term as for near-term revenue maximization.
Nilesh Jasani
·
August 11, 2024
The Diverging Roads of Autonomous Driving
China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.
Nilesh Jasani
·
August 7, 2024
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.
Nilesh Jasani
·
July 7, 2024
Some Answers to AI's $600 Billion Question
Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.
Nilesh Jasani
·
July 2, 2024
Innovation in the GenAI Era: A Shift Away from Garages
Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.
Nilesh Jasani
·
June 28, 2024
GenAI Capex: Wither Keynesianism?
Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.
Nilesh Jasani
·
June 23, 2024
AI Inequality and Unsustainability of Cloud Compute
Explore why the centralized AI compute model is unsustainable and how decentralization can reduce costs, environmental impact, and enhance innovation and security.
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
July 21, 2025
Edge Computing: A Eulogy for a Future That Wasn’t
From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.
Nilesh Jasani
·
July 16, 2025
The Audacious American Edge: When Shares Become Currency
The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination
Nilesh Jasani
·
July 11, 2025
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.
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