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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
Nilesh Jasani
·
August 11, 2024
The Diverging Roads of Autonomous Driving
China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.
Nilesh Jasani
·
July 28, 2024
Cassandra 5: The Valuation Concerned
Pessimism surrounds GenAI as skeptics highlight market risks, innovation slowdowns, and cyclical challenges, despite its transformative long-term potential.
Nilesh Jasani
·
July 24, 2024
Cassandra 4: The Sustainability Warriors
Explore the sustainability concerns in GenAI, from environmental impact to job loss and ethical dilemmas. Learn how policies might shape the future amid rapid advancements.
Nilesh Jasani
·
July 21, 2024
Cassandra 3: The Tech Skeptics
Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.
Nilesh Jasani
·
July 19, 2024
Cassandra 2: The Killer App Hunters
Exploring shifts in tech revenue dynamics as hardware gains value, coding productivity soars, and application layer growth decelerates. The future of tech investments examined.
Nilesh Jasani
·
July 17, 2024
Cassandra 1: The History Seekers
Explore the impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.
Nilesh Jasani
·
July 10, 2024
Hardware/Software Flip: When The Servant Is The Master
Explore the shift as GenAI revolutionizes software development and hardware complexity rises, altering Silicon Valley's landscape. Discover the new tech ecosystem dynamics.
Nilesh Jasani
·
July 7, 2024
Some Answers to AI's $600 Billion Question
Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.
Nilesh Jasani
·
July 2, 2024
Innovation in the GenAI Era: A Shift Away from Garages
Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.
Nilesh Jasani
·
June 28, 2024
GenAI Capex: Wither Keynesianism?
Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.
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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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