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GenAI Revolution
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
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
·
April 23, 2025
China’s Chip Chase: Reality vs. Rhetoric
Evidence-based insights into China’s semiconductor strides, cutting through Western skepticism and Chinese opacity
Nilesh Jasani
·
April 5, 2025
Innovation in a World of Distrust
Rising economic and political fears pit the urge to cut innovation capex against the risk of falling behind in a world that cannot afford dependencies.
Venkatesh Sethuraman
·
March 24, 2025
Satellite Communication: A Celestial Dream or a Grounded Reality?
A booming capex race with shaky economics—invest where satellites are built, not launched
Nilesh Jasani
·
February 22, 2025
The Rise of Microsoft in Google-Like Fundamental Research
Microsoft exemplifies all tech giants' rising R&D efforts/achievements and the drive to explore interdisciplinarily
Nilesh Jasani
·
February 13, 2025
Standing Up for Long-Only
Sensible investing is important in the ongoing, low-visibility innovation era
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
July 28, 2026
The World of Zero Visibility
A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each
Nilesh Jasani
·
July 20, 2026
A Personal Odyssey Through Samsung and TSMC
How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors
Nilesh Jasani
·
July 16, 2026
A Chip of One's Own
Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.
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