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GenInnov Thoughts
GenAI Revolution
Unpacking how Generative AI is driving innovation and transforming global systems.
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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
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Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
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Hardware/Software Flip
Polyglot Machines
Transformer Math
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The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
July 26, 2023
Different levels at which AI could disappoint
Generative AI promises coding automation, accelerated AR/VR and robotics, transforming industries, but risks becoming one of the biggest tech bubbles. Explore more.
Nilesh Jasani
·
July 16, 2023
A typical week, a busy week
Generative AI innovations: Google Bard's 43 languages, Meta's CM3leon, ChatGPT in healthcare, NVidia biotech investments, AI in drug discovery, and synthetic data in the automotive sector.
Nilesh Jasani
·
July 13, 2023
The real Chatbot trends
Discover AI updates: New Anthropic Claude 2 excels, OpenAI unveils Code Interpreter, and Elon Musk's xAI debuts. Join the AI revolution!
Nilesh Jasani
·
July 10, 2023
AI, UBI et al with Japan
Explore the cosmic imperative and future of humanity with AI. From Universal Basic Income to AI ethics, delve into Japan and China’s strategic leaps.
Nilesh Jasani
·
July 8, 2023
What “We also do AI" and "We cannot do AI" chanters miss
Huawei's Pangu 3.0 exemplifies AI potential; many Asian corporations remain behind, stuck in defensiveness or defeatism. Learn from leaders like Adobe, Salesforce, and Huawei.
Nilesh Jasani
·
July 6, 2023
Success drivers amid massive change
AI-driven innovation is reshaping business success with proprietary data, vertical integration, and traditional assets. Discover how to thrive in the AI era.
Nilesh Jasani
·
July 4, 2023
AI's macro and the need to look beyond past patterns
AI brings excitement to the macro community, highlighting the importance of understanding technology and its potential impact on economic and geopolitical themes.
Nilesh Jasani
·
July 1, 2023
Healthcare's ChatGPT?
Discover the impact of generative AI in drug discovery. Learn how Transformer models and AI-designed molecules are revolutionizing the pharmaceutical industry.
Nilesh Jasani
·
June 27, 2023
AI hype cycle and episodic innovation waves
Discover the evolving use cases of generative AI in healthcare and other industries, analyzing trends and financial impacts amidst the hype and realistic advancements.
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.
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
July 28, 2026
The World of Zero Visibility
A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each
Nilesh Jasani
·
July 20, 2026
A Personal Odyssey Through Samsung and TSMC
How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors
Nilesh Jasani
·
July 16, 2026
A Chip of One's Own
Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.
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