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About
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GenInnov Thoughts
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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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Humanoid Age
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The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
September 7, 2025
Notionality of the Nominal Flood
A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter
Nilesh Jasani
·
September 2, 2025
We All Need Our Own 007's
Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization
Nilesh Jasani
·
August 15, 2025
Go Figure: A Field Guide to Market Oddities
A breezy yet pointed tour of market oddities, where identical facts spawn wildly different valuations, forecasts, and narratives.
Nilesh Jasani
·
August 11, 2025
Hallucinations: History, Hype, and Hard Truths
GPT-5 ups the accuracy stakes; managing hallucinations remains a team sport
Nilesh Jasani
·
July 11, 2025
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.
Nilesh Jasani
·
June 30, 2025
Keeping Up with Tech When Words Begin to Fail
A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed
Nilesh Jasani
·
June 22, 2025
Of Memory and Monopolies: The Market’s Unrecognized Winds of Change
A mega-cap mentionable alongside NVIDIA: triple-digit growth, AI-critical tech, and trading at a mid single-digit P/E (no typo)
Nilesh Jasani
·
March 5, 2025
Dear Sergey, for AGI, All Google Needs is to Come as One
With nearly 60 AI projects tripping over each other, Google’s AGI dream needs less 60-hour grind and more glue
Nilesh Jasani
·
December 8, 2024
When a Society Finds Its Heroes: Taiwan's Tech Ascendancy
In a region of contrasts, Taiwan’s entrepreneurial spirit and pricing power are reshaping its role - a factor crucial in the high-base affected 2025
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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