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About
Fund
GenInnov Thoughts
Innovation Era
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Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
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Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
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 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.
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
·
February 22, 2025
The Rise of Microsoft in Google-Like Fundamental Research
Microsoft exemplifies all tech giants' rising R&D efforts/achievements and the drive to explore interdisciplinarily
Nilesh Jasani
·
February 13, 2025
Standing Up for Long-Only
Sensible investing is important in the ongoing, low-visibility innovation era
Nilesh Jasani
·
February 11, 2025
Outsiders vs Insiders: Where to Expect the Unexpected
Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.
Nilesh Jasani
·
January 30, 2025
When Facts Change, We Change Our Justifications: The DeepSeek Revelation
Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.
Nilesh Jasani
·
January 2, 2025
GenAI Didn’t Take Days off this Xmas
While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.
Nilesh Jasani
·
November 30, 2024
A Quiet Surge: The Rise of Chinese AI Innovators
Recent Chinese AI breakthroughs reveal resilience and chart bold new paths of innovation
Nilesh Jasani
·
November 17, 2024
The Role of Serendipity in Innovation
Case studies of Hynix's win, anti-ageing failures, and quantum computing risks to discuss the perils of innovation predictions
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Articles on innovation
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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