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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
·
May 4, 2026
The Chip Economies
What markets miss when accidental winners arrive in low-inequality, lowly-indebted societies
Nilesh Jasani
·
March 26, 2026
Old Habits Die Hard
An idle afternoon's chitter-chatter on six reflexes that have outlived their usefulness.
Gary Pinge
·
January 29, 2026
China’s Pharma Foundry
The untold story of how contract labs became a pharmaceutical superpower. China didn't just join the drug discovery race; it rewrote the rules.
Nilesh Jasani
·
November 23, 2025
Thanksgiving in the Age of Unseen Breakthroughs
A look at the gap between popular AI narratives and the complex, world-changing reality of recent breakthroughs in materials, health, and logic.
Nilesh Jasani
·
November 8, 2025
Nothing Is Given: Of China’s Open-Source Tsunami
A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.
Dr Bryan Chow
·
November 2, 2025
Takeda Blinked. Markets Didn’t. China’s Quiet Big-Pharma Break-In
Chinese pharma's breakthroughs are upending many important drivers and notions of the whole global healthcare industry
Nilesh Jasani
·
October 22, 2025
The Cassandra Cascade: On the Industrialization of Fear
History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.
Nilesh Jasani
·
October 15, 2025
Four Sayings and a Diurnal
An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle
Nilesh Jasani
·
August 26, 2025
The End of the Elevator Pitch: Why Innovation Investing Got So Hard
Innovation investment requires embracing complexity, awaiting robust evidence, and testing for endurance.
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Articles on innovation
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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