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GenInnov Thoughts
Changing Internet
Ten Blue Links are vanishing
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GenInnov Tools
Inflationary Tech
Token Inequality
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)
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Old AI vs. New AI
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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
·
July 28, 2026
The World of Zero Visibility
A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each
Nilesh Jasani
·
July 20, 2026
A Personal Odyssey Through Samsung and TSMC
How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors
Nilesh Jasani
·
July 16, 2026
A Chip of One's Own
Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.
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