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About
Fund
GenInnov Thoughts
Innovation Era
Categories
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
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
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
Nilesh Jasani
·
September 19, 2024
Climbing the Semiconductor Everest: China's Unconventional Ascent
Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates
Nilesh Jasani
·
September 11, 2024
Introducing New GenInnov.AI website
We have been quiet over the last few weeks. There was no summer lull in the events or themes, but we were busy redesigning www.geninnov.ai website.
Nilesh Jasani
·
August 21, 2024
“Time forgot its own shadow”
The profound statement in the title evokes a world where the past has no presence, the present is untethered, and the future becomes a void, questioning the essence of existence itself. In reality,...
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Articles on innovation
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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