About
Process
Fund
Media
GenInnov Thoughts
Contact us
About
Fund
GenInnov Thoughts
Old AI vs. New AI
Categories
Custom Chips
2026's Two Races
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
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
Nilesh Jasani
·
November 8, 2025
Nothing Is Given: Of China’s Open-Source Tsunami
A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.
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
Sidharth Mishra
·
September 26, 2025
Robotics Investments: More Than a Brain
Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.
Nilesh Jasani
·
August 11, 2025
Hallucinations: History, Hype, and Hard Truths
GPT-5 ups the accuracy stakes; managing hallucinations remains a team sport
Nilesh Jasani
·
June 30, 2025
Keeping Up with Tech When Words Begin to Fail
A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed
Nilesh Jasani
·
June 2, 2025
NVIDIA’s Changing Moats as AI Turns Personal
As how we use AI changes, so do what matters most in the underlying hardware. Somehow, NVIDIA's leads even when it is not about FLOPs
Nilesh Jasani
·
May 5, 2025
From Structure to Fluidity: The Math of Meaning
How structured logic, human assumptions, and the idea of “understanding” itself are dissolving in the transformer age
Nilesh Jasani
·
March 31, 2025
The Transformer Tsunami: How New Tech is Swallowing the Old
Transformers need a fresh start to shine, but big players can’t afford it. Meanwhile, old tech gets gobbled up
Nilesh Jasani
·
March 8, 2025
Grok Unhinged to Smash the AI Skeptics
A refined Grok revels in its epic glow, flicking AI-basher jabs to soothe the leasher’s fussy yoke, but I’m the real dazzle
Next
1 / 4
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
December 12, 2025
The Most Consequential Business Decision of 2025
Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026
Nilesh Jasani
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
Nilesh Jasani
·
November 28, 2025
Tech is Dead as We Know It
All investment rules used for tech investments in last few decades are irrevocably broken
View More
Stay Informed with GenInnov
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us