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About
Fund
GenInnov Thoughts
Changing Internet
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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
Machine Innovators
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Humanoid Age
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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
Gary Pinge
·
January 29, 2026
China’s Pharma Foundry
The untold story of how contract labs became a pharmaceutical superpower. China didn't just join the drug discovery race; it rewrote the rules.
Archisha Mukherjee
·
January 22, 2026
The Accelerationist State: China’s Biopharma Industrialization
China’s biopharma surge is policy-made: statutory clocks, silent approvals, and scaled expertise—creating a pipeline too fast to ignore
Nilesh Jasani
·
January 16, 2026
Alibaba: The AI Kingmaker
When the premier model-maker is the top cloud provider, it becomes the backbone of the world's most AI-enthusiastic society.
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