About
Process
Fund
Media
GenInnov Thoughts
Contact Us
GenInnov Thoughts
Innovation Era
Categories
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
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.
Nilesh Jasani
·
August 1, 2025
The LLM’s Schrödinger Issue
The revolution isn’t just in AI’s answers, but in its process — decoding its workings could ignite breakthroughs across every science
Nilesh Jasani
·
July 21, 2025
Edge Computing: A Eulogy for a Future That Wasn’t
From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.
Nilesh Jasani
·
July 16, 2025
The Audacious American Edge: When Shares Become Currency
The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination
Next
1 / 9
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
March 14, 2026
Goliath’s World and the Encroachment Imperative
When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.
Nilesh Jasani
·
March 10, 2026
Optical Rivalries: Where One Tech Must Lose for the Other to Win
The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives
Nilesh Jasani
·
March 7, 2026
Five Certainties in the AI Storm: Beyond Hope and Hype
AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us
View More
Stay Informed with GenInnov
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us