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GenInnov Thoughts
Large, Long-term Innovations
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Silicon Shock
Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
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Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
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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
·
March 18, 2024
Of wrong histories and limited viewpoints
Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.
Nilesh Jasani
·
March 14, 2024
The Semi hijack of GenAI
Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.
Nilesh Jasani
·
March 12, 2024
Lessons from AI Dolls
Discover how the care Robot Hyodol signifies a new era in technology, through advancements in GenAI, robotics, LLMs, and global innovation intricacies.
Nilesh Jasani
·
February 22, 2024
By Sean Darby: Innovations in Advanced Materials and Fine Chemicals
AI accelerates new material development, transforming R&D and boosting innovation in batteries and fine chemicals. Discover AI's impact on advanced materials with Google and Microsoft.
Nilesh Jasani
·
February 20, 2024
Royal Rumble: Big-7 at each other's Throats
Get insights on Google and OpenAI's major announcements and their impact on AI, LLMs, media, and top tech giants like NVIDIA, Adobe, Microsoft, and Apple.
Nilesh Jasani
·
February 17, 2024
The Super Moore Era
Innovative leaps in AI: Google’s Gemini Pro 1.5, OpenAI’s Sora, Nvidia’s Chat with RTX, and Meta’s V-JEPA—all pushing the boundaries of AI advancements and applications.
Nilesh Jasani
·
February 9, 2024
It's about the downstream, and not upstream
Learn how historical parallels between internet and AI investments reveal risks and potential for innovation. Discover why downstream applications could be the key to success.
Nilesh Jasani
·
January 28, 2024
Three GenAI belief schools, like those of EMH: which one do you belong to?
Explore generative AI beliefs: Weak Believers see it as uncreative; Semi-Strong find practical value; Strong believe in scientific breakthroughs. Visit GenInnov for insights.
Nilesh Jasani
·
January 27, 2024
The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers
GenAI's short-term hype in chatbots and co-pilots contrasts with long-term innovation potential. Watch for stock market corrections and thematic diversification amidst market tunnel vision.
Nilesh Jasani
·
January 24, 2024
Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious
Navigate the complexities of investing in AI-driven innovations. Understand risks, sector shifts, and effective, evidence-based strategies for high risk-adjusted returns.
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Articles on innovation
Our Latest Articles
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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