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GenAI Revolution
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.
Nilesh Jasani
·
March 20, 2024
Lessons from Founders flocking to Giants
Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.
Nilesh Jasani
·
March 18, 2024
Of wrong histories and limited viewpoints
Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.
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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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