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About
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GenInnov Thoughts
Super Moore Era
Categories
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.
Nilesh Jasani
·
December 6, 2025
The Collapse of 'Cannot': When Models Break Intuitions
From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality
Nilesh Jasani
·
October 27, 2025
How Google Became the Unseen Winner of the AI Race
The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.
Nilesh Jasani
·
August 7, 2025
Infidelity Lessons and AI's Open Questions
At the heart of LLMs, every subdomain is a tug-of-war. No wonder, each new model gets a standing ovation followed by a quiet burial
Nilesh Jasani
·
March 1, 2025
From XaaS Boom to GenAI Bust? The Changing Fortunes of “Everything-as-a-Service”
GenAI is not a product but a layer. Monetization requires bundling with products and ecosystems, with differentiation through integration
Nilesh Jasani
·
February 4, 2025
Machines Building Machines: AI’s Accelerating Path
AI isn’t just learning—it’s teaching, building, and improving itself at lightning speed. Soon, the circularity will spread beyond text models
Nilesh Jasani
·
January 26, 2025
To the Attempter, There Might be Spoils
In the transition from Dragon to Snake, a crucial debate emerges in AI: the merits of massive scale versus adaptable efficiency.
Nilesh Jasani
·
January 21, 2025
AGI: The Four Letters We No Longer Fear
Time to learn AGI: it harbingers the arrival of smart everything
Nilesh Jasani
·
January 2, 2025
GenAI Didn’t Take Days off this Xmas
While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.
Nilesh Jasani
·
November 10, 2024
Imprecision is the New Risk: Who is Ready?
Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.
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Articles on innovation
Our Latest Articles
Gary Pinge
·
January 29, 2026
China’s Pharma Foundry
The untold story of how contract labs became a pharmaceutical superpower. China didn't just join the drug discovery race; it rewrote the rules.
Archisha Mukherjee
·
January 22, 2026
The Accelerationist State: China’s Biopharma Industrialization
China’s biopharma surge is policy-made: statutory clocks, silent approvals, and scaled expertise—creating a pipeline too fast to ignore
Nilesh Jasani
·
January 16, 2026
Alibaba: The AI Kingmaker
When the premier model-maker is the top cloud provider, it becomes the backbone of the world's most AI-enthusiastic society.
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