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GenAI Revolution
Nilesh Jasani
·
January 3, 2026
Silicon Shock: The Big ‘26 Theme
AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
January 3, 2026
Silicon Shock: The Big ‘26 Theme
AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.
Nilesh Jasani
·
December 19, 2025
It’s Not You, It’s Us.
A Year-End Note on Why We Write
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
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