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Silicon Shock
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GenAI Revolution
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
·
June 11, 2025
Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation
WWDC has broader implications beyond Apple with further stagnation in Edge Computing
Nilesh Jasani
·
September 24, 2024
Dear Warren - We Have a Stock For You
A deep value, large cap, quality stock in tech space
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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