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GenInnov Thoughts
Large, Long-term Innovations
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GenAI Revolution
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
Nilesh Jasani
·
January 9, 2025
Seeking Deep: Learning From Our Mistake
DeepSeek V3: Unpacking the AI Advancements That Matter to Investors
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Articles on innovation
Our Latest Articles
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.
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