Overview
Media
GenInnov Thoughts
Risk Paper
Contact Us
GenInnov Thoughts
Silicon Shock
Categories
GenInnov Tools
Inflationary Tech
Token Inequality
Silicon Shock
Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
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.
Previous
2 / 2
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
August 18, 2026
Business of Business Is Business
On the presumptions we hold about corporate decision-making, and the evidence pointing the other way.
Nilesh Jasani
·
August 10, 2026
Where New to Me May Be New to the World
And Where It May Not Be
Nilesh Jasani
·
August 5, 2026
Untangling AI’s Loop Diagrams
Behind the circularity insinuations, there is nothing but a capital-intensive industry doing ordinary things. A dull conclusion, but the true one.
View More
Stay Informed with GenInnov
Select Purpose to Sign Up
Personal Investment Research
To Follow Innovation
To Know More About GenInnov
Other
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us
