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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
·
June 22, 2025
Of Memory and Monopolies: The Market’s Unrecognized Winds of Change
A mega-cap mentionable alongside NVIDIA: triple-digit growth, AI-critical tech, and trading at a mid single-digit P/E (no typo)
Dr Bryan Chow
·
June 18, 2025
AI’s Uneven Progress in Healthcare Subsegments
We evaluate five segments for the impact of AI, and feel that instrumentations may see the earliest winners
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
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