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GenInnov Thoughts
Competitive World
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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
·
March 12, 2025
From Chatbots to Doers: Manus Signals a New Age of Smart Helpers
Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs
Nilesh Jasani
·
February 11, 2025
Outsiders vs Insiders: Where to Expect the Unexpected
Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.
Nilesh Jasani
·
January 30, 2025
When Facts Change, We Change Our Justifications: The DeepSeek Revelation
Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.
Nilesh Jasani
·
January 26, 2025
To the Attempter, There Might be Spoils
In the transition from Dragon to Snake, a crucial debate emerges in AI: the merits of massive scale versus adaptable efficiency.
Nilesh Jasani
·
January 21, 2025
AGI: The Four Letters We No Longer Fear
Time to learn AGI: it harbingers the arrival of smart everything
Nilesh Jasani
·
January 16, 2025
Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI
Forget chatbots and scaling laws. Chinese efficiency gains, AI PCs, and the rise of Physical AI are rewriting the rules of the game.
Nilesh Jasani
·
January 2, 2025
GenAI Didn’t Take Days off this Xmas
While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.
Nilesh Jasani
·
December 8, 2024
When a Society Finds Its Heroes: Taiwan's Tech Ascendancy
In a region of contrasts, Taiwan’s entrepreneurial spirit and pricing power are reshaping its role - a factor crucial in the high-base affected 2025
Nilesh Jasani
·
December 5, 2024
The Korean Valuation Duality: A Tale of Growth without Wealth Creation
Exploring the paradox of a nation that mistrusts investments in its own markets and corporates that are allowed to resist shareholder interests
Nilesh Jasani
·
November 30, 2024
A Quiet Surge: The Rise of Chinese AI Innovators
Recent Chinese AI breakthroughs reveal resilience and chart bold new paths of innovation
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
September 13, 2025
AI’s Seven Deadly Sins
An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.
Nilesh Jasani
·
September 7, 2025
Notionality of the Nominal Flood
A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter
Nilesh Jasani
·
September 2, 2025
We All Need Our Own 007's
Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization
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