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GenInnov Thoughts
GenAI Revolution
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Changing Internet
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GenAI Revolution
Nilesh Jasani
·
September 11, 2024
Introducing New GenInnov.AI website
We have been quiet over the last few weeks. There was no summer lull in the events or themes, but we were busy redesigning www.geninnov.ai website.
Venkatesh Sethuraman
·
August 27, 2024
EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving
Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.
Nilesh Jasani
·
August 21, 2024
“Time forgot its own shadow”
The profound statement in the title evokes a world where the past has no presence, the present is untethered, and the future becomes a void, questioning the essence of existence itself. In reality,...
Nilesh Jasani
·
August 15, 2024
Valley’s Detroit Risks in Hardware’s Silent Rise
Hardware manufacturing’s role in tech’s future is crucial. Despite investments, US struggles to master the required precision in chip production and collaboration.
Nilesh Jasani
·
August 14, 2024
Look East for Innovation: The Undervalued Giants of the Tech World
Taiwan and Korea’s tech giants like TSMC, MediaTek, and Samsung are showing strong growth despite market volatility, offering key opportunities for strategic investors.
Nilesh Jasani
·
August 7, 2024
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.
Nilesh Jasani
·
July 21, 2024
Cassandra 3: The Tech Skeptics
Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.
Nilesh Jasani
·
July 19, 2024
Cassandra 2: The Killer App Hunters
Exploring shifts in tech revenue dynamics as hardware gains value, coding productivity soars, and application layer growth decelerates. The future of tech investments examined.
Nilesh Jasani
·
July 17, 2024
Cassandra 1: The History Seekers
Explore the impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.
Nilesh Jasani
·
July 10, 2024
Hardware/Software Flip: When The Servant Is The Master
Explore the shift as GenAI revolutionizes software development and hardware complexity rises, altering Silicon Valley's landscape. Discover the new tech ecosystem dynamics.
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Articles on innovation
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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