Silicon Shock

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Silicon Shock
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Nilesh Jasani
·
January 11, 2026
Chip Design: Hardware’s Software
In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware
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
·
February 15, 2026
History's Hallucinations
Our favorite "(some part of tech) is Dead" mantra has gone mainstream as a virality-generating title. Debates are shifting; opinions are not. History-gazing is back, and for all the wrong reasons
Nilesh Jasani
·
February 9, 2026
Shedding the Skin of Scandal: The Unbridled Paradox of Chinese Drug Discovery
Massive reforms, global deals and proven FDA approvals suggest Chinese clinical data deserves far more credit than skeptical markets allow.
Nilesh Jasani
·
February 4, 2026
Innovating the Innovator: Our AI Journey
Our experiments to uncover the GenAI truths
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