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About
Fund
GenInnov Thoughts
Humanoid Age
Categories
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
Sidharth Mishra
·
September 26, 2025
Robotics Investments: More Than a Brain
Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.
Nilesh Jasani
·
April 30, 2025
Beyond AI: The Rise of the Innovation Era
As GenInnov begins its journey as a licensed firm, we explore why true disruption lies not in AI per se, but in machines solving what humans cannot
Nilesh Jasani
·
January 2, 2025
GenAI Didn’t Take Days off this Xmas
While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.
Nilesh Jasani
·
October 7, 2024
Demographic Influences on the Divergent Paths of Innovation
Emerging trends in where automation is resisted and where it is supported find their roots in the underlying demographic issues
Nilesh Jasani
·
June 12, 2024
The Next Big Fight: Apple vs. Google?
Explore how Apple Intelligence could revolutionize personalized AI by creating a data lake from apps' information, sparking a fierce industry competition with major implications.
Nilesh Jasani
·
January 11, 2024
The Robotics Revolution: Fuelled by LLMs
Discover how advancements in Large Language Models (LLMs) and Generative AI (GenAI) are revolutionizing Robotics, fueling innovations in household chores, driverless cars, and beyond.
Nilesh Jasani
·
January 4, 2024
Hardware disruption: XaaS and cloud sector risks
AI is shifting focus from XaaS models to hardware, driven by generative AI demands. Discover innovations like FPGAs and TPUs reshaping tech and the rise of affordable humanoids.
Nilesh Jasani
·
August 2, 2023
Exploding innovations across sectors
Explore recent AI innovations like neural bypass for quadriplegics, AI Lawyerbot, protein-creating Genie, and Google's vision-language-action model revolutionizing robotics.
Nilesh Jasani
·
July 10, 2023
AI, UBI et al with Japan
Explore the cosmic imperative and future of humanity with AI. From Universal Basic Income to AI ethics, delve into Japan and China’s strategic leaps.
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
December 12, 2025
The Most Consequential Business Decision of 2025
Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026
Nilesh Jasani
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
Nilesh Jasani
·
November 28, 2025
Tech is Dead as We Know It
All investment rules used for tech investments in last few decades are irrevocably broken
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