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GenInnov Thoughts
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GenInnov Thoughts
Competitive World
Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.
Categories
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)
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 30, 2024
A Quiet Surge: The Rise of Chinese AI Innovators
Recent Chinese AI breakthroughs reveal resilience and chart bold new paths of innovation
Nilesh Jasani
·
November 10, 2024
Imprecision is the New Risk: Who is Ready?
Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.
Nilesh Jasani
·
October 24, 2024
Clash of the Giants: When Tech Titans Collide
Qualcomm/ARM is providing the most extreme version, but the titans no longer secure holding monopolies are clawing at each other
Nilesh Jasani
·
October 14, 2024
Nexus and Other Vexatious AI Issues
A book, an election, and a journey through Robotaxi
Nilesh Jasani
·
October 7, 2024
Demographic Influences on the Divergent Paths of Innovation
Emerging trends in where automation is resisted and where it is supported find their roots in the underlying demographic issues
Nilesh Jasani
·
September 19, 2024
Climbing the Semiconductor Everest: China's Unconventional Ascent
Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
June 13, 2026
Two Sides of the Coin
A season of games. Some played well, some badly, all of them in plain sight.
Nilesh Jasani
·
June 5, 2026
Is DRAM at a Permanently Higher Plateau?
A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it
Nilesh Jasani
·
May 29, 2026
Silicon Shock: The Macro of Tech Inflation
For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout
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