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Large, Long-term Innovations
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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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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
Nilesh Jasani
·
February 24, 2026
AI Is Going To Be Our Economics. AI Is Going To Be Our Politics
Machines will not just change what we produce or consume. They will change what we argue about. Permanently.
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