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GenInnov Thoughts
GenAI Revolution
Unpacking how Generative AI is driving innovation and transforming global systems.
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
·
May 19, 2026
Scale vs Skill: Time to Re-learn Emergence
The model-making opt-out costs are steep and already visible. The agentic opt-outs will cost far more if the lessons go unheeded.
Nilesh Jasani
·
March 20, 2026
The Customisation Paradox
From whirring Macs to lobster farms to reinvented silicon: the world's hunger for bespoke intelligence is a demand story nobody is properly telling
Nilesh Jasani
·
February 24, 2026
AI Is Going To Be Our Economics. AI Is Going To Be Our Politics
Machines will not just change what we produce or consume. They will change what we argue about. Permanently.
Nilesh Jasani
·
February 15, 2026
History's Hallucinations
Our favorite "(some part of tech) is Dead" mantra has gone mainstream as a virality-generating title. Debates are shifting; opinions are not. History-gazing is back, and for all the wrong reasons
Nilesh Jasani
·
February 4, 2026
Innovating the Innovator: Our AI Journey
Our experiments to uncover the GenAI truths
Nilesh Jasani
·
February 1, 2026
The Moltbook Cascade: When AI Agents Started Talking to Each Other
The world of AI likely changed this weekend
Nilesh Jasani
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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
Nilesh Jasani
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August 26, 2025
The End of the Elevator Pitch: Why Innovation Investing Got So Hard
Innovation investment requires embracing complexity, awaiting robust evidence, and testing for endurance.
Nilesh Jasani
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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
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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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