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GenInnov Thoughts
Unstructured Times
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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)
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Old AI vs. New AI
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Humanoid Age
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Hardware/Software Flip
Polyglot Machines
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Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
May 19, 2026
Scale vs Skill: Time to Re-learn Emergence
The model-making opt-out costs are steep and already visible. The agentic opt-outs will cost far more if the lessons go unheeded.
Nilesh Jasani
·
December 19, 2025
It’s Not You, It’s Us.
A Year-End Note on Why We Write
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.
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
·
July 8, 2026
Introducing GenInnov’s Proprietary Risk Management Tool
Innovation of our own: a GenAI tool to retire risk practices that force benchmark-hugging in long-only investing. Videos, simulation, formal papers
Nilesh Jasani
·
July 1, 2026
Time for Samsung and SK Hynix to Speak Up
Memory makers are on course to be global villains; Seoul must master communication before it is too late
Gary Pinge
·
June 26, 2026
Forget Tea Leaves…What Private Jets and Fried Chicken Tell Us About the Next Big Innovation Trade
Why every tech CEO is flying east—and the trillion-dollar investing theme hiding behind their jets.
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