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GenAI Revolution
Nilesh Jasani
·
December 30, 2023
2024 Innovation Theme: Consumer Hardware
Explore the pivotal year of 2024 in consumer tech with GenAI innovations. Discover new product categories, enhanced devices, and the future of AI robotics and smart homes.
Nilesh Jasani
·
September 3, 2023
The AI pricing models
Discover how pricing strategies impact MBA decisions and the tech industry's shift to higher AI product costs. Learn how market share and customer loyalty shape business valuations.
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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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
Nilesh Jasani
·
October 21, 2026
The Return of the CPU
The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.
Gary Pinge
·
October 16, 2026
Blue Skies Above the Haze
While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.
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