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About
Fund
GenInnov Thoughts
GenAI Revolution
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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
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Humanoid Age
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Transformer Math
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The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
May 21, 2025
A Quiet Shift: Programming Automation’s Enterprise Leap in 2025
Automation in programming is only now gaining real momentum, with wide-reaching effects that call for greater attention from investors
Nilesh Jasani
·
May 12, 2025
GenAI’s Ontic Take: When AI “IS” Not
AI is not one. It is a multitude. Implications and benefits of cognition fog in financial analysis
Nilesh Jasani
·
April 30, 2025
Beyond AI: The Rise of the Innovation Era
As GenInnov begins its journey as a licensed firm, we explore why true disruption lies not in AI per se, but in machines solving what humans cannot
Nilesh Jasani
·
April 19, 2025
Time to Discuss the Demise of Our Beloved Structures
AGI dominates headlines, but the real shift remaking computing is the breakdown of structured data, and the end of computing as we have known i
Nilesh Jasani
·
April 14, 2025
The Dawn of the Digital Twin: Personal History as the New AI Battleground
OpenAI’s ChatGPT memory upgrade sparks a race for AI that knows your past, but tech giants hold the data advantage.
Nilesh Jasani
·
March 31, 2025
The Transformer Tsunami: How New Tech is Swallowing the Old
Transformers need a fresh start to shine, but big players can’t afford it. Meanwhile, old tech gets gobbled up
Nilesh Jasani
·
February 19, 2025
DeepSeek’s Efficiency Leap: Could Lightning Strike Twice?
Where are all DeepSeek experts? Its latest announcement is again being ignored, and it should not be
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.
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Our Latest Articles
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
·
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.
Nilesh Jasani
·
June 2, 2025
NVIDIA’s Changing Moats as AI Turns Personal
As how we use AI changes, so do what matters most in the underlying hardware. Somehow, NVIDIA's leads even when it is not about FLOPs
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