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The Fourth Macro Sector
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
·
April 23, 2025
China’s Chip Chase: Reality vs. Rhetoric
Evidence-based insights into China’s semiconductor strides, cutting through Western skepticism and Chinese opacity
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
Nilesh Jasani
·
April 14, 2025
The Dawn of the Digital Twin: Personal History as the New AI Battleground
OpenAI’s ChatGPT memory upgrade sparks a race for AI that knows your past, but tech giants hold the data advantage.
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