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GenAI Revolution
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.
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
·
June 13, 2026
Two Sides of the Coin
A season of games. Some played well, some badly, all of them in plain sight.
Nilesh Jasani
·
June 5, 2026
Is DRAM at a Permanently Higher Plateau?
A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it
Nilesh Jasani
·
May 29, 2026
Silicon Shock: The Macro of Tech Inflation
For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout
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