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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
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.
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Our Latest Articles
Nilesh Jasani
·
April 27, 2026
The Last Polite Monopolist
ASML has all it takes to take on TSMC. The question is will it?
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
·
April 16, 2026
Big Theme: Token Inequality
A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences
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