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About
Fund
GenInnov Thoughts
Scientific Advance
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Changing Internet
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Agentic AI
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Super Moore Era
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Generative Analysts (GenRAs)
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
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
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
·
September 18, 2025
AI’s Seven Redeeming Virtues
After our Sins essay, the predicted counter. It may be less compulsively readable, but its perspective is more necessary for its rarity
Nilesh Jasani
·
September 13, 2025
AI’s Seven Deadly Sins
An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.
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