About
Process
Fund
Media
GenInnov Thoughts
Contact Us
GenInnov Thoughts
Transformer Math
Categories
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
·
March 14, 2024
The Semi hijack of GenAI
Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.
Nilesh Jasani
·
February 23, 2024
AI's E=MC^2
Explore AI-assisted analysis transformation with ChatGPT, Gemini, Copilot, and others, showcasing shifts in AI/ML dynamics and the rise of transformer models. Learn more!
Nilesh Jasani
·
December 11, 2023
MAMBA: A Neural Network Revolution Lurking in the Shadows?
Emerging neural network architecture Mamba promises to outperform Transformers with linear scaling, higher throughput, and improved multi-modality performance in AI applications.
Nilesh Jasani
·
December 10, 2023
GenAI's real blue ducks
Discover how GenAI is revolutionizing science, creating new proteins, enhancing coding, and uncovering millions of crystal structures. Explore its growing impact!
Nilesh Jasani
·
November 26, 2023
Did LLMs figure out math?
Quantum leap in AI: Discover the rise of Transformer Models and their potential to pave the way for AGI. Explore the risks and breakthroughs on the horizon.
Nilesh Jasani
·
November 18, 2023
Why AI ≠ innovation?
Nilesh's podcast explores why AI isn't always innovation, focusing on GenAI's impact beyond chatbots and copilots. Discover the deeper revolution.
Nilesh Jasani
·
September 11, 2023
When machines deal with complexity levels a scale higher
Explore Mustafa Suleyman's 'The Coming Wave,' a compelling dive into AI's promises and risks. Get an insider's view on AI's transformative impact and urgent need for action.
Nilesh Jasani
·
August 13, 2023
When machines speak our language and not we theirs
Discover October 2022's AI breakthrough where machines mastering human language revolutionizes communication, from Generative AI to real-world applications in science and daily life.
Nilesh Jasani
·
July 13, 2023
The real Chatbot trends
Discover AI updates: New Anthropic Claude 2 excels, OpenAI unveils Code Interpreter, and Elon Musk's xAI debuts. Join the AI revolution!
Nilesh Jasani
·
June 14, 2023
Does history become irrelevant at some point?
Explore how the reliance on historical data for AI training is diminishing, with advancements like AlphaGo Zero and synthetic data reshaping future AI modeling methods.
Previous
Next
2 / 3
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
April 27, 2026
The Last Polite Monopolist
ASML has all it takes to take on TSMC. The question is will it?
Nilesh Jasani
·
April 21, 2026
Revisiting the Statistical Parrot
Code ended the doubts on AI capabilities; Mythos may have made AI a need-at-any-price amid the supply crunch
Nilesh Jasani
·
April 16, 2026
Big Theme: Token Inequality
A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences
View More
Stay Informed with GenInnov
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us