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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.
Nilesh Jasani
·
May 6, 2024
The Path Through the Half-Baked Products
Navigating the GenAI landscape: Unveiling the transformative journey of tech products like WhatsApp AI, Apple's Vision Pro, and emerging LLMs. Discover the future of AI.
Nilesh Jasani
·
May 2, 2024
Musk's China Trip: An Example of Emerging Regulatory Arbitrage
Explore how Prime Minister Modi's stalled meeting and Tesla's focus on China impact AI regulations, FSD technology, and robotics innovation on a global scale.
Nilesh Jasani
·
April 29, 2024
Dancing to Different Beats - Part 2
Discover how global market peculiarities, from varied financial year-end conventions to dramatic U.S. data reactions, impact investment strategies. Explore distinct trading patterns.
Nilesh Jasani
·
April 25, 2024
The Advent of the Fourth Macro Sector: The Machine Era
Explore the rise of the machine economy and its impact on GDP. Learn about autonomous AI agents, machine-driven activities, and the future implications for society and economics.
Nilesh Jasani
·
April 21, 2024
Dancing to Different Beats: Finding Rhythm in Listed Equities
Explore how Samsung Electronics grew into a tech giant, the impact of local market strategies in Taiwan, and the importance of focusing on businesses amidst market turbulence.
Nilesh Jasani
·
March 29, 2024
Of Round-tripped Revenues and Capitalized Payables
Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.
Nilesh Jasani
·
March 24, 2024
Of Super Moore Exponentialities and Real-Life Implications
Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.
Nilesh Jasani
·
March 22, 2024
NVidia's AI Factory Vision to Shake Semis End-to-End
Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.
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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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