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GenInnov Thoughts
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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
·
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.
Nilesh Jasani
·
January 11, 2024
The Robotics Revolution: Fuelled by LLMs
Discover how advancements in Large Language Models (LLMs) and Generative AI (GenAI) are revolutionizing Robotics, fueling innovations in household chores, driverless cars, and beyond.
Nilesh Jasani
·
January 1, 2024
An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI
Discover the intersection of AI and consumer hardware as Microsoft re-enters the smartphone market. Explore the evolution of personalized AI assistants in 2024.
Nilesh Jasani
·
December 30, 2023
2024 Innovation Theme: Consumer Hardware
Explore the pivotal year of 2024 in consumer tech with GenAI innovations. Discover new product categories, enhanced devices, and the future of AI robotics and smart homes.
Nilesh Jasani
·
December 18, 2023
Funsearch - the AI black swan
Meta Description: Explore how LLMs are revolutionizing scientific discoveries and practical applications, from Google's Funsearch to solving optimization issues like the bin packing problem.
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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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