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Nilesh Jasani
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September 24, 2024
Dear Warren - We Have a Stock For You
A deep value, large cap, quality stock in tech space
Articles on innovation
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Nilesh Jasani
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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.
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.
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