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About
Fund
GenInnov Thoughts
Unstructured Times
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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
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Humanoid Age
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
August 1, 2025
The LLM’s Schrödinger Issue
The revolution isn’t just in AI’s answers, but in its process — decoding its workings could ignite breakthroughs across every science
Nilesh Jasani
·
June 11, 2025
Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation
WWDC has broader implications beyond Apple with further stagnation in Edge Computing
Nilesh Jasani
·
May 12, 2025
GenAI’s Ontic Take: When AI “IS” Not
AI is not one. It is a multitude. Implications and benefits of cognition fog in financial analysis
Nilesh Jasani
·
May 5, 2025
From Structure to Fluidity: The Math of Meaning
How structured logic, human assumptions, and the idea of “understanding” itself are dissolving in the transformer age
Nilesh Jasani
·
April 19, 2025
Time to Discuss the Demise of Our Beloved Structures
AGI dominates headlines, but the real shift remaking computing is the breakdown of structured data, and the end of computing as we have known i
Articles on innovation
Our Latest Articles
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
·
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
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