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GenAI Revolution
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
Nilesh Jasani
·
February 11, 2025
Outsiders vs Insiders: Where to Expect the Unexpected
Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.
Nilesh Jasani
·
January 30, 2025
When Facts Change, We Change Our Justifications: The DeepSeek Revelation
Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.
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
·
November 30, 2024
A Quiet Surge: The Rise of Chinese AI Innovators
Recent Chinese AI breakthroughs reveal resilience and chart bold new paths of innovation
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
September 10, 2026
2027 Theme: Memory by Design
How memory and logic are finally coming together, and why it is the theme of 2027
Nilesh Jasani
·
September 6, 2026
All In A Day's Reading
In a clickbait style: we list ten interesting things we read, with the tenth one being the most interesting
Nilesh Jasani
·
August 30, 2026
Whisper Stuff
The earnings number that moves the stock is increasingly the one nobody can quite show you.
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