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GenInnov Thoughts
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Inflationary Tech
Token Inequality
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Changing Internet
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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 23, 2025
Thanksgiving in the Age of Unseen Breakthroughs
A look at the gap between popular AI narratives and the complex, world-changing reality of recent breakthroughs in materials, health, and logic.
Nilesh Jasani
·
August 26, 2025
The End of the Elevator Pitch: Why Innovation Investing Got So Hard
Innovation investment requires embracing complexity, awaiting robust evidence, and testing for endurance.
Nilesh Jasani
·
August 1, 2025
The LLM’s Schrödinger Issue
The revolution isn’t just in AI’s answers, but in its process — decoding its workings could ignite breakthroughs across every science
Nilesh Jasani
·
July 21, 2025
Edge Computing: A Eulogy for a Future That Wasn’t
From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.
Nilesh Jasani
·
November 17, 2024
The Role of Serendipity in Innovation
Case studies of Hynix's win, anti-ageing failures, and quantum computing risks to discuss the perils of innovation predictions
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
July 8, 2026
Introducing GenInnov’s Proprietary Risk Management Tool
Innovation of our own: a GenAI tool to retire risk practices that force benchmark-hugging in long-only investing. Videos, simulation, formal papers
Nilesh Jasani
·
July 1, 2026
Time for Samsung and SK Hynix to Speak Up
Memory makers are on course to be global villains; Seoul must master communication before it is too late
Gary Pinge
·
June 26, 2026
Forget Tea Leaves…What Private Jets and Fried Chicken Tell Us About the Next Big Innovation Trade
Why every tech CEO is flying east—and the trillion-dollar investing theme hiding behind their jets.
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