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GenAI Revolution
Nilesh Jasani
·
August 23, 2023
Who will have the moat?
Falcon 40B once topped Hugging Face's LLM leaderboard but fell out of the top 50, highlighting AI's fast-paced innovation. Risks are high for long-term AI investments.
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
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 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.
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Our Latest Articles
Nilesh Jasani
·
June 13, 2026
Two Sides of the Coin
A season of games. Some played well, some badly, all of them in plain sight.
Nilesh Jasani
·
June 5, 2026
Is DRAM at a Permanently Higher Plateau?
A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it
Nilesh Jasani
·
May 29, 2026
Silicon Shock: The Macro of Tech Inflation
For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout
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