About
Process
Fund
Media
GenInnov Thoughts
Contact Us
GenInnov Thoughts
Instant Copiability
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
Nilesh Jasani
·
October 9, 2024
A Million Model Milestone: When Quantity Becomes the New Quality
This is a celebratory note on an unprecedented AI achievement, and it is not on the Nobles
Nilesh Jasani
·
October 2, 2024
NotebookLM: A New AI Tool You Should Know About
May not be as big as ChatGPT, but this new tool should prove a giant step in GenAI popularization
Nilesh Jasani
·
September 23, 2024
Chip Matters Coz Chips Matter
There was a time when the heartbeat of technological advancement was synchronized between software and hardware. We are returning to a similar era, not just for data center chips but across all consumer devices.
Nilesh Jasani
·
May 16, 2024
Google Shows the Power of Personal Information
Google's groundbreaking AI Gemini era, I/O keynote highlighted revolutionary features surpassing GPT-4o, transforming GenAI daily tasks. Learn more about their advancements!
Nilesh Jasani
·
May 15, 2024
The GPT-4o Shockwave: Implications for All
Discover how GPT-4o is revolutionizing AI with smaller, efficient models, dethroning chatbots, and fueling tech giants' alliances. Uncover its long-term impact today!
Nilesh Jasani
·
April 4, 2024
The Semiconductor Spotlight: Mistaking Evolution for Revolution
Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.
Nilesh Jasani
·
March 29, 2024
Of Round-tripped Revenues and Capitalized Payables
Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.
Nilesh Jasani
·
March 24, 2024
Of Super Moore Exponentialities and Real-Life Implications
Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.
Nilesh Jasani
·
March 22, 2024
NVidia's AI Factory Vision to Shake Semis End-to-End
Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.
Nilesh Jasani
·
March 20, 2024
Lessons from Founders flocking to Giants
Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.
Previous
Next
2 / 4
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