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About
Fund
GenInnov Thoughts
Innovation Era
Categories
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
Nilesh Jasani
·
March 14, 2024
The Semi hijack of GenAI
Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.
Nilesh Jasani
·
March 12, 2024
Lessons from AI Dolls
Discover how the care Robot Hyodol signifies a new era in technology, through advancements in GenAI, robotics, LLMs, and global innovation intricacies.
Nilesh Jasani
·
February 22, 2024
By Sean Darby: Innovations in Advanced Materials and Fine Chemicals
AI accelerates new material development, transforming R&D and boosting innovation in batteries and fine chemicals. Discover AI's impact on advanced materials with Google and Microsoft.
Nilesh Jasani
·
February 20, 2024
Royal Rumble: Big-7 at each other's Throats
Get insights on Google and OpenAI's major announcements and their impact on AI, LLMs, media, and top tech giants like NVIDIA, Adobe, Microsoft, and Apple.
Nilesh Jasani
·
February 17, 2024
The Super Moore Era
Innovative leaps in AI: Google’s Gemini Pro 1.5, OpenAI’s Sora, Nvidia’s Chat with RTX, and Meta’s V-JEPA—all pushing the boundaries of AI advancements and applications.
Nilesh Jasani
·
January 24, 2024
Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious
Navigate the complexities of investing in AI-driven innovations. Understand risks, sector shifts, and effective, evidence-based strategies for high risk-adjusted returns.
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
·
January 1, 2024
An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI
Discover the intersection of AI and consumer hardware as Microsoft re-enters the smartphone market. Explore the evolution of personalized AI assistants in 2024.
Nilesh Jasani
·
December 30, 2023
2024 Innovation Theme: Consumer Hardware
Explore the pivotal year of 2024 in consumer tech with GenAI innovations. Discover new product categories, enhanced devices, and the future of AI robotics and smart homes.
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Articles on innovation
Our Latest Articles
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
View More
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