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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
Large, Long-term Innovations
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Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
June 24, 2023
AI investments through public versus private markets
Explore the risks and benefits of using Google's language models. Learn why corporations and nations should develop proprietary AI to safeguard privacy and drive innovation.
Nilesh Jasani
·
June 21, 2023
Surprising how firms keep focusing on APIs
Google's privacy concerns with AI models highlight the need for nations and corporations to develop their own foundational AI models, ensuring data control and innovation.
Nilesh Jasani
·
June 19, 2023
Towards a patent-less world, too. Another GenAI potential aftereffect
Explore the impact of a "patent-less" world driven by GenAI tools, skyrocketing innovation, and rapid drug discovery processes. How will regulatory landscapes adapt?
Nilesh Jasani
·
June 19, 2023
Despite risks, there is one bigger reason other than belief in technology to stay positive on AI
AI market frenzy: Optimists see exponential growth with new innovations, skeptics draw from history. Key focus areas: healthcare, autonomous vehicles, corporate AI investments.
Nilesh Jasani
·
June 14, 2023
Does history become irrelevant at some point?
Explore how the reliance on historical data for AI training is diminishing, with advancements like AlphaGo Zero and synthetic data reshaping future AI modeling methods.
Nilesh Jasani
·
June 12, 2023
Whether GenAI or transformer models map only minds or also DNA?
Discover how transformer models and Generative AI are revolutionizing fields from language to vision, uncovering human-like cognition and impacting DNA research.
Nilesh Jasani
·
June 10, 2023
Not necessarily the realm of the large or the firsts
Pioneers no longer monopolize AI foundation models. Abu Dhabi's Falcon 40B shows global potential beyond tech hubs. Discover how persistence reshaped AI development.
Nilesh Jasani
·
June 7, 2023
What was the innovation revolution in 2022?
Discover the excitement in AI post-2022 driven by emergent properties, Stable Diffusion, Dall-E 2, Google’s Palm, and Meta’s Llama. Explore the AI revolution!
Nilesh Jasani
·
June 4, 2023
The breathtaking pace of change
Explore AI evolution and rapid innovation in image, audio, and video AI. Discover breakthroughs in LLMs, TPUs, FPGAs, Photoshop AI, and computational efficiency.
Nilesh Jasani
·
June 3, 2023
Competitive regulatory landscape
Discover how Japan and UAE's AI regulations signal a competitive landscape, foreshadowing rival policies and global expansion of Silicon Valley's excitement in AI stocks.
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Our Latest Articles
Dr Bryan Chow
·
June 18, 2025
AI’s Uneven Progress in Healthcare Subsegments
We evaluate five segments for the impact of AI, and feel that instrumentations may see the earliest winners
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.
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