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About
Fund
GenInnov Thoughts
Changing Internet
Categories
Silicon Shock
Custom Chips
2026's Two Races
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
·
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
·
January 11, 2026
Chip Design: Hardware’s Software
In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware
Nilesh Jasani
·
January 3, 2026
Silicon Shock: The Big ‘26 Theme
AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.
Nilesh Jasani
·
December 19, 2025
It’s Not You, It’s Us.
A Year-End Note on Why We Write
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