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About
Fund
GenInnov Thoughts
Changing Internet
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Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
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Agentic AI
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
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
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
·
June 10, 2025
Of the Ending Internet as We Knew It
Our Internet use is changing seismically. Using the loss of originality as a case study, we map the aftershocks poised to upend the worlds of selling and marketing.
Articles on innovation
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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