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About
Fund
GenInnov Thoughts
GenAI Revolution
Categories
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
·
March 29, 2024
Of Round-tripped Revenues and Capitalized Payables
Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.
Nilesh Jasani
·
March 24, 2024
Of Super Moore Exponentialities and Real-Life Implications
Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.
Nilesh Jasani
·
March 22, 2024
NVidia's AI Factory Vision to Shake Semis End-to-End
Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.
Nilesh Jasani
·
March 20, 2024
Lessons from Founders flocking to Giants
Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.
Nilesh Jasani
·
March 18, 2024
Of wrong histories and limited viewpoints
Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.
Nilesh Jasani
·
March 14, 2024
The Semi hijack of GenAI
Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.
Nilesh Jasani
·
March 12, 2024
Lessons from AI Dolls
Discover how the care Robot Hyodol signifies a new era in technology, through advancements in GenAI, robotics, LLMs, and global innovation intricacies.
Nilesh Jasani
·
February 23, 2024
AI's E=MC^2
Explore AI-assisted analysis transformation with ChatGPT, Gemini, Copilot, and others, showcasing shifts in AI/ML dynamics and the rise of transformer models. Learn more!
Nilesh Jasani
·
February 22, 2024
By Sean Darby: Innovations in Advanced Materials and Fine Chemicals
AI accelerates new material development, transforming R&D and boosting innovation in batteries and fine chemicals. Discover AI's impact on advanced materials with Google and Microsoft.
Nilesh Jasani
·
February 20, 2024
Royal Rumble: Big-7 at each other's Throats
Get insights on Google and OpenAI's major announcements and their impact on AI, LLMs, media, and top tech giants like NVIDIA, Adobe, Microsoft, and Apple.
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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
View More
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