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GenInnov Thoughts
GenAI Revolution
Unpacking how Generative AI is driving innovation and transforming global systems.
Categories
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
·
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.
Nilesh Jasani
·
February 17, 2024
The Super Moore Era
Innovative leaps in AI: Google’s Gemini Pro 1.5, OpenAI’s Sora, Nvidia’s Chat with RTX, and Meta’s V-JEPA—all pushing the boundaries of AI advancements and applications.
Nilesh Jasani
·
February 9, 2024
It's about the downstream, and not upstream
Learn how historical parallels between internet and AI investments reveal risks and potential for innovation. Discover why downstream applications could be the key to success.
Nilesh Jasani
·
January 28, 2024
Three GenAI belief schools, like those of EMH: which one do you belong to?
Explore generative AI beliefs: Weak Believers see it as uncreative; Semi-Strong find practical value; Strong believe in scientific breakthroughs. Visit GenInnov for insights.
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
April 27, 2026
The Last Polite Monopolist
ASML has all it takes to take on TSMC. The question is will it?
Nilesh Jasani
·
April 21, 2026
Revisiting the Statistical Parrot
Code ended the doubts on AI capabilities; Mythos may have made AI a need-at-any-price amid the supply crunch
Nilesh Jasani
·
April 16, 2026
Big Theme: Token Inequality
A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences
View More
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