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GenAI Revolution
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.
Nilesh Jasani
·
June 12, 2024
The Next Big Fight: Apple vs. Google?
Explore how Apple Intelligence could revolutionize personalized AI by creating a data lake from apps' information, sparking a fierce industry competition with major implications.
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.
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
September 10, 2026
2027 Theme: Memory by Design
How memory and logic are finally coming together, and why it is the theme of 2027
Nilesh Jasani
·
September 6, 2026
All In A Day's Reading
In a clickbait style: we list ten interesting things we read, with the tenth one being the most interesting
Nilesh Jasani
·
August 30, 2026
Whisper Stuff
The earnings number that moves the stock is increasingly the one nobody can quite show you.
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