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GenInnov Thoughts
Old AI vs. New AI
Categories
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
·
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
Nilesh Jasani
·
January 16, 2025
Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI
Forget chatbots and scaling laws. Chinese efficiency gains, AI PCs, and the rise of Physical AI are rewriting the rules of the game.
Nilesh Jasani
·
November 19, 2024
The Incredible Shrinking AI: When Chatbots Start Counting Calories
When shrinkflation hits the chatboxes to turn shirkflation and leave answers a-hanging
Nilesh Jasani
·
November 10, 2024
Imprecision is the New Risk: Who is Ready?
Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.
Nilesh Jasani
·
August 7, 2024
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.
Nilesh Jasani
·
July 21, 2024
Cassandra 3: The Tech Skeptics
Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.
Nilesh Jasani
·
July 17, 2024
Cassandra 1: The History Seekers
Explore the impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
June 11, 2025
Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation
WWDC has broader implications beyond Apple with further stagnation in Edge Computing
Nilesh Jasani
·
June 10, 2025
Of the Ending Internet as We Knew It
Our Internet use is changing seismically. Using the loss of originality as a case study, we map the aftershocks poised to upend the worlds of selling and marketing.
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
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