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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
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Agentic AI
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Super Moore Era
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Humanoid Age
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Polyglot Machines
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
July 4, 2023
AI's macro and the need to look beyond past patterns
AI brings excitement to the macro community, highlighting the importance of understanding technology and its potential impact on economic and geopolitical themes.
Nilesh Jasani
·
June 19, 2023
Towards a patent-less world, too. Another GenAI potential aftereffect
Explore the impact of a "patent-less" world driven by GenAI tools, skyrocketing innovation, and rapid drug discovery processes. How will regulatory landscapes adapt?
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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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