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About
Fund
GenInnov Thoughts
Large, Long-term Innovations
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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
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Humanoid Age
Large, Long-term Innovations
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Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
July 16, 2023
A typical week, a busy week
Generative AI innovations: Google Bard's 43 languages, Meta's CM3leon, ChatGPT in healthcare, NVidia biotech investments, AI in drug discovery, and synthetic data in the automotive sector.
Nilesh Jasani
·
July 8, 2023
What “We also do AI" and "We cannot do AI" chanters miss
Huawei's Pangu 3.0 exemplifies AI potential; many Asian corporations remain behind, stuck in defensiveness or defeatism. Learn from leaders like Adobe, Salesforce, and Huawei.
Nilesh Jasani
·
July 6, 2023
Success drivers amid massive change
AI-driven innovation is reshaping business success with proprietary data, vertical integration, and traditional assets. Discover how to thrive in the AI era.
Nilesh Jasani
·
July 4, 2023
AI's macro and the need to look beyond past patterns
AI brings excitement to the macro community, highlighting the importance of understanding technology and its potential impact on economic and geopolitical themes.
Nilesh Jasani
·
July 1, 2023
Healthcare's ChatGPT?
Discover the impact of generative AI in drug discovery. Learn how Transformer models and AI-designed molecules are revolutionizing the pharmaceutical industry.
Nilesh Jasani
·
June 27, 2023
AI hype cycle and episodic innovation waves
Discover the evolving use cases of generative AI in healthcare and other industries, analyzing trends and financial impacts amidst the hype and realistic advancements.
Nilesh Jasani
·
June 24, 2023
AI investments through public versus private markets
Explore the risks and benefits of using Google's language models. Learn why corporations and nations should develop proprietary AI to safeguard privacy and drive innovation.
Nilesh Jasani
·
June 21, 2023
Surprising how firms keep focusing on APIs
Google's privacy concerns with AI models highlight the need for nations and corporations to develop their own foundational AI models, ensuring data control and innovation.
Nilesh Jasani
·
June 19, 2023
Towards a patent-less world, too. Another GenAI potential aftereffect
Explore the impact of a "patent-less" world driven by GenAI tools, skyrocketing innovation, and rapid drug discovery processes. How will regulatory landscapes adapt?
Nilesh Jasani
·
June 19, 2023
Despite risks, there is one bigger reason other than belief in technology to stay positive on AI
AI market frenzy: Optimists see exponential growth with new innovations, skeptics draw from history. Key focus areas: healthcare, autonomous vehicles, corporate AI investments.
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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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