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About
Fund
GenInnov Thoughts
Beyond XaaS Model
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Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
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Generative Analysts (GenRAs)
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Old AI vs. New AI
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Humanoid Age
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
November 20, 2023
Real Takeaways from Sam's Departure
Explore the unpredictable AI industry through Sam Altman's ouster, creative differences, and investment strategies in our latest blog. Stay informed at www.geninnov.ai.
Nilesh Jasani
·
November 20, 2023
Our Lexicon Levels Up - Lessons for the Track-Record Seekers
Exploring AI's transformative impact on language, investment, and sustainable computing. Discover how foundational models and responsible AI investing redefine our tech-driven future.
Nilesh Jasani
·
October 14, 2023
Non-tech sleeps and big tech invades
Explore why non-tech companies are hesitant to adopt GenAI amidst economic turmoil, ethical concerns, and high costs, as Big Tech dominates groundbreaking advancements.
Nilesh Jasani
·
September 14, 2023
Why AI is bigger than Internet
Discover AI's transformative power: from diagnosing better than doctors to revolutionizing creativity and innovation, surpassing human capabilities in numerous fields.
Nilesh Jasani
·
September 13, 2023
AI can taste and smell, and so much more
Discover the latest advancements in AI: from AIs that can smell and translate live video to GPT-4's top 1% creative thinking. Plus, AI's role in solving classical problems.
Nilesh Jasani
·
September 3, 2023
The AI pricing models
Discover how pricing strategies impact MBA decisions and the tech industry's shift to higher AI product costs. Learn how market share and customer loyalty shape business valuations.
Nilesh Jasani
·
July 23, 2023
Why? Why Not?
Comprehensive review of "The Book of Why" by Judea Pearl and Dana Mackenzie. Exploring causality, human intelligence vs. AI, and the future of machine learning.
Nilesh Jasani
·
July 10, 2023
AI, UBI et al with Japan
Explore the cosmic imperative and future of humanity with AI. From Universal Basic Income to AI ethics, delve into Japan and China’s strategic leaps.
Nilesh Jasani
·
July 8, 2023
What “We also do AI" and "We cannot do AI" chanters miss
Huawei's Pangu 3.0 exemplifies AI potential; many Asian corporations remain behind, stuck in defensiveness or defeatism. Learn from leaders like Adobe, Salesforce, and Huawei.
Nilesh Jasani
·
July 6, 2023
Success drivers amid massive change
AI-driven innovation is reshaping business success with proprietary data, vertical integration, and traditional assets. Discover how to thrive in the AI era.
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Our Latest Articles
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
Nilesh Jasani
·
November 28, 2025
Tech is Dead as We Know It
All investment rules used for tech investments in last few decades are irrevocably broken
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