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GenAI Revolution
Nilesh Jasani
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
Nilesh Jasani
·
October 4, 2026
A Glossary of Our Worldview
The terms we coined, the arguments we keep making, and the questions we still brood over, collected in one place for anyone who walked in midway.
Nilesh Jasani
·
August 22, 2026
Overcoming the Limitations of a Skull
As models surpass the capacity constraints of a single brain, evidence is mounting against a division of labour we have revered since antiquity.
Nilesh Jasani
·
July 28, 2026
The World of Zero Visibility
A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each
Nilesh Jasani
·
April 27, 2026
The Last Polite Monopolist
ASML has all it takes to take on TSMC. The question is will it?
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.
Nilesh Jasani
·
February 4, 2025
Machines Building Machines: AI’s Accelerating Path
AI isn’t just learning—it’s teaching, building, and improving itself at lightning speed. Soon, the circularity will spread beyond text models
Nilesh Jasani
·
August 21, 2024
“Time forgot its own shadow”
The profound statement in the title evokes a world where the past has no presence, the present is untethered, and the future becomes a void, questioning the essence of existence itself. In reality,...
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
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
Nilesh Jasani
·
October 21, 2026
The Return of the CPU
The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.
Gary Pinge
·
October 16, 2026
Blue Skies Above the Haze
While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.
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