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Changing Internet
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Agentic AI
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Super Moore Era
Competitive World
Generative Analysts (GenRAs)
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Old AI vs. New AI
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The Fourth Macro Sector
GenAI Revolution
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.
Nilesh Jasani
·
March 18, 2024
Of wrong histories and limited viewpoints
Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.
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
·
August 5, 2023
It is more about what GenAI can do for LK-99
Discover the groundbreaking potential of LK-99 combined with GenAI, revolutionizing synthetic molecules, superconductivity, and innovation across sectors. #LK99 #GenAI #innovation
Nilesh Jasani
·
July 29, 2023
Personalised AI and Everyday App - the new AI frontiers
Discover the future with Personal AI (PAI) and Everyday App (EVA). Giants like Apple, X, Intel, and Tencent redefine AI on a new frontier. Explore the possibilities! #AI #PersonalAI #EverydayApp
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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
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