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Beyond XaaS Model
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GenAI Revolution
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
·
November 19, 2024
The Incredible Shrinking AI: When Chatbots Start Counting Calories
When shrinkflation hits the chatboxes to turn shirkflation and leave answers a-hanging
Nilesh Jasani
·
September 13, 2024
Inflation the Feds don’t see nor care
We have been witnessing substantial pricing increases directly or indirectly from many monoliner, small software companies. Across the board, the focus is not as much on locking users for the long term as for near-term revenue maximization.
Nilesh Jasani
·
August 11, 2024
The Diverging Roads of Autonomous Driving
China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.
Nilesh Jasani
·
August 7, 2024
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.
Nilesh Jasani
·
July 7, 2024
Some Answers to AI's $600 Billion Question
Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.
Nilesh Jasani
·
July 2, 2024
Innovation in the GenAI Era: A Shift Away from Garages
Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.
Nilesh Jasani
·
June 28, 2024
GenAI Capex: Wither Keynesianism?
Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.
Nilesh Jasani
·
June 23, 2024
AI Inequality and Unsustainability of Cloud Compute
Explore why the centralized AI compute model is unsustainable and how decentralization can reduce costs, environmental impact, and enhance innovation and security.
Nilesh Jasani
·
June 6, 2024
The Unavailability Bias
Explore how Indian election results impact public markets' volatility and private investments' NAV. Unveil the unavailability bias affecting investor behavior. Learn more!
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Our Latest Articles
Nilesh Jasani
·
March 31, 2025
The Transformer Tsunami: How New Tech is Swallowing the Old
Transformers need a fresh start to shine, but big players can’t afford it. Meanwhile, old tech gets gobbled up
Venkatesh Sethuraman
·
March 24, 2025
Satellite Communication: A Celestial Dream or a Grounded Reality?
A booming capex race with shaky economics—invest where satellites are built, not launched
Nilesh Jasani
·
March 18, 2025
Software: A Glass Half-Empty Analysis
Before defending nuances, software stakeholders must reassess: Has anything changed? If so, have they?
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