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About
Fund
GenInnov Thoughts
Large, Long-term Innovations
Categories
Changing Internet
Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
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
Nilesh Jasani
·
January 2, 2025
GenAI Didn’t Take Days off this Xmas
While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.
Nilesh Jasani
·
November 17, 2024
The Role of Serendipity in Innovation
Case studies of Hynix's win, anti-ageing failures, and quantum computing risks to discuss the perils of innovation predictions
Nilesh Jasani
·
October 20, 2024
LLMs: App Killers or Killer Apps?
LLMs are now memory extenders and more to slowly emerging as all in one platforms
Nilesh Jasani
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September 19, 2024
Climbing the Semiconductor Everest: China's Unconventional Ascent
Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates
Venkatesh Sethuraman
·
August 27, 2024
EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving
Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.
Nilesh Jasani
·
August 15, 2024
Valley’s Detroit Risks in Hardware’s Silent Rise
Hardware manufacturing’s role in tech’s future is crucial. Despite investments, US struggles to master the required precision in chip production and collaboration.
Nilesh Jasani
·
August 14, 2024
Look East for Innovation: The Undervalued Giants of the Tech World
Taiwan and Korea’s tech giants like TSMC, MediaTek, and Samsung are showing strong growth despite market volatility, offering key opportunities for strategic investors.
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Articles on innovation
Our Latest Articles
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
Nilesh Jasani
·
July 11, 2025
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.
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