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About
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GenInnov Thoughts
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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
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
November 12, 2025
2026's Real Chip War
And, it is not about China
Nilesh Jasani
·
October 15, 2025
Four Sayings and a Diurnal
An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle
Nilesh Jasani
·
October 4, 2025
Memory Deal: You Gotta be Kiddin Me
We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
December 12, 2025
The Most Consequential Business Decision of 2025
Will 2026 finally see Korean commentators not attributing everything of its most important companies to mystical “cycle” and “supercycle”?
Nilesh Jasani
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
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
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