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The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
October 14, 2023
Non-tech sleeps and big tech invades
Explore why non-tech companies are hesitant to adopt GenAI amidst economic turmoil, ethical concerns, and high costs, as Big Tech dominates groundbreaking advancements.
Nilesh Jasani
·
September 14, 2023
Why AI is bigger than Internet
Discover AI's transformative power: from diagnosing better than doctors to revolutionizing creativity and innovation, surpassing human capabilities in numerous fields.
Nilesh Jasani
·
September 13, 2023
AI can taste and smell, and so much more
Discover the latest advancements in AI: from AIs that can smell and translate live video to GPT-4's top 1% creative thinking. Plus, AI's role in solving classical problems.
Nilesh Jasani
·
September 3, 2023
The AI pricing models
Discover how pricing strategies impact MBA decisions and the tech industry's shift to higher AI product costs. Learn how market share and customer loyalty shape business valuations.
Nilesh Jasani
·
July 23, 2023
Why? Why Not?
Comprehensive review of "The Book of Why" by Judea Pearl and Dana Mackenzie. Exploring causality, human intelligence vs. AI, and the future of machine learning.
Nilesh Jasani
·
July 10, 2023
AI, UBI et al with Japan
Explore the cosmic imperative and future of humanity with AI. From Universal Basic Income to AI ethics, delve into Japan and China’s strategic leaps.
Nilesh Jasani
·
July 8, 2023
What “We also do AI" and "We cannot do AI" chanters miss
Huawei's Pangu 3.0 exemplifies AI potential; many Asian corporations remain behind, stuck in defensiveness or defeatism. Learn from leaders like Adobe, Salesforce, and Huawei.
Nilesh Jasani
·
July 6, 2023
Success drivers amid massive change
AI-driven innovation is reshaping business success with proprietary data, vertical integration, and traditional assets. Discover how to thrive in the AI era.
Nilesh Jasani
·
July 4, 2023
AI's macro and the need to look beyond past patterns
AI brings excitement to the macro community, highlighting the importance of understanding technology and its potential impact on economic and geopolitical themes.
Nilesh Jasani
·
June 19, 2023
Towards a patent-less world, too. Another GenAI potential aftereffect
Explore the impact of a "patent-less" world driven by GenAI tools, skyrocketing innovation, and rapid drug discovery processes. How will regulatory landscapes adapt?
Previous
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Articles on innovation
Our Latest Articles
Nilesh Jasani
·
April 9, 2025
Of a World That Cannot Afford the Wealth Destruction Aftermath
The rising cost of equity (or falling valuations) is far more important than falling cost of risk-free debt
Nilesh Jasani
·
April 5, 2025
Innovation in a World of Distrust
Rising economic and political fears pit the urge to cut innovation capex against the risk of falling behind in a world that cannot afford dependencies.
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
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