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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
·
May 26, 2024
The Global LLM Price War: A Tale of Two Markets
China's LLM price cuts spark debate on AI monetization feasibility. Western vs. Chinese investor reactions reveal contrasting strategies and future ROI concerns.
Nilesh Jasani
·
May 16, 2024
Google Shows the Power of Personal Information
Google's groundbreaking AI Gemini era, I/O keynote highlighted revolutionary features surpassing GPT-4o, transforming GenAI daily tasks. Learn more about their advancements!
Nilesh Jasani
·
May 15, 2024
The GPT-4o Shockwave: Implications for All
Discover how GPT-4o is revolutionizing AI with smaller, efficient models, dethroning chatbots, and fueling tech giants' alliances. Uncover its long-term impact today!
Nilesh Jasani
·
May 9, 2024
Behind the iPad Glare
Explore the pros and cons of "Big Bang" vs. "stealth" product launches in tech. Apple, OpenAI's GPT-5, and Google's Med-Gemini strategies reveal key insights for innovation.
Nilesh Jasani
·
May 6, 2024
The Path Through the Half-Baked Products
Navigating the GenAI landscape: Unveiling the transformative journey of tech products like WhatsApp AI, Apple's Vision Pro, and emerging LLMs. Discover the future of AI.
Nilesh Jasani
·
April 29, 2024
Dancing to Different Beats - Part 2
Discover how global market peculiarities, from varied financial year-end conventions to dramatic U.S. data reactions, impact investment strategies. Explore distinct trading patterns.
Nilesh Jasani
·
April 25, 2024
The Advent of the Fourth Macro Sector: The Machine Era
Explore the rise of the machine economy and its impact on GDP. Learn about autonomous AI agents, machine-driven activities, and the future implications for society and economics.
Nilesh Jasani
·
April 21, 2024
Dancing to Different Beats: Finding Rhythm in Listed Equities
Explore how Samsung Electronics grew into a tech giant, the impact of local market strategies in Taiwan, and the importance of focusing on businesses amidst market turbulence.
Nilesh Jasani
·
April 18, 2024
From Find to Query: Chatbox Risks and B2B Transition for LLMs
The rise of LLMs like ChatGPT may render traditional chatbots and standalone apps obsolete. Explore how integrated LLM capabilities are revolutionizing the way we query and interact.
Nilesh Jasani
·
April 14, 2024
When Ideation is not a Human Monopoly: From Mind to Brain
In the AI era, hardware reclaims its value as software faces democratization of ideation. Explore the tectonic shift between hardware and software in financial markets.
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
October 27, 2025
How Google Became the Unseen Winner of the AI Race
The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.
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 15, 2025
Four Sayings and a Diurnal
An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle
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