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GenInnov Thoughts
Large, Long-term Innovations
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The Fourth Macro Sector
GenAI Revolution
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
·
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.
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.
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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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