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Large, Long-term Innovations
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Token Inequality
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GenAI Revolution
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
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
Nilesh Jasani
·
November 28, 2025
Tech is Dead as We Know It
All investment rules used for tech investments in last few decades are irrevocably broken
Nilesh Jasani
·
November 23, 2025
Thanksgiving in the Age of Unseen Breakthroughs
A look at the gap between popular AI narratives and the complex, world-changing reality of recent breakthroughs in materials, health, and logic.
Nilesh Jasani
·
October 22, 2025
The Cassandra Cascade: On the Industrialization of Fear
History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.
Nilesh Jasani
·
October 4, 2025
Memory Deal: You Gotta be Kiddin Me
We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty
Nilesh Jasani
·
September 18, 2025
AI’s Seven Redeeming Virtues
After our Sins essay, the predicted counter. It may be less compulsively readable, but its perspective is more necessary for its rarity
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
Dr Bryan Chow
·
May 18, 2025
Fatty Liver: The Hidden Frontier in Health Innovation and Investment
Of ignored innovations from segments where investor community is neither as detail-oriented nor as forward-thinking, optimistic
Nilesh Jasani
·
February 22, 2025
The Rise of Microsoft in Google-Like Fundamental Research
Microsoft exemplifies all tech giants' rising R&D efforts/achievements and the drive to explore interdisciplinarily
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Our Latest Articles
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
Nilesh Jasani
·
April 11, 2026
Profits Without Precedent, Valuations Without Logic
Samsung’s numbers showed how easily markets normalize the bizarre. We are left to draw a handful of behavioral lessons, of whatever worth.
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