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Nilesh Jasani
·
October 4, 2026
A Glossary of Our Worldview
The terms we coined, the arguments we keep making, and the questions we still brood over, collected in one place for anyone who walked in midway.
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
·
April 21, 2026
Revisiting the Statistical Parrot
Code ended the doubts on AI capabilities; Mythos may have made AI a need-at-any-price amid the supply crunch
Nilesh Jasani
·
February 22, 2026
Drug Discovery: The Migration of Cognitive Value
In the AI-world, the value of ideas is dropping, including in drug discovery. A detailed discussion on the changes afoot to find where the real money sits in the new world
Nilesh Jasani
·
February 15, 2026
History's Hallucinations
Our favorite "(some part of tech) is Dead" mantra has gone mainstream as a virality-generating title. Debates are shifting; opinions are not. History-gazing is back, and for all the wrong reasons
Nilesh Jasani
·
September 2, 2025
We All Need Our Own 007's
Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization
Nilesh Jasani
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August 7, 2025
Infidelity Lessons and AI's Open Questions
At the heart of LLMs, every subdomain is a tug-of-war. No wonder, each new model gets a standing ovation followed by a quiet burial
Nilesh Jasani
·
March 18, 2025
Software: A Glass Half-Empty Analysis
Before defending nuances, software stakeholders must reassess: Has anything changed? If so, have they?
Nilesh Jasani
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March 15, 2025
The End of Software’s Golden Age
Two tables reveal what history-quoters fatally miss in their rearview take on software success.
Nilesh Jasani
·
March 1, 2025
From XaaS Boom to GenAI Bust? The Changing Fortunes of “Everything-as-a-Service”
GenAI is not a product but a layer. Monetization requires bundling with products and ecosystems, with differentiation through integration
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
Nilesh Jasani
·
October 21, 2026
The Return of the CPU
The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.
Gary Pinge
·
October 16, 2026
Blue Skies Above the Haze
While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.
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