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Large, Long-term Innovations
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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
·
January 9, 2025
Seeking Deep: Learning From Our Mistake
DeepSeek V3: Unpacking the AI Advancements That Matter to Investors
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 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
·
October 20, 2024
LLMs: App Killers or Killer Apps?
LLMs are now memory extenders and more to slowly emerging as all in one platforms
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
Venkatesh Sethuraman
·
August 27, 2024
EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving
Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.
Nilesh Jasani
·
August 15, 2024
Valley’s Detroit Risks in Hardware’s Silent Rise
Hardware manufacturing’s role in tech’s future is crucial. Despite investments, US struggles to master the required precision in chip production and collaboration.
Nilesh Jasani
·
August 14, 2024
Look East for Innovation: The Undervalued Giants of the Tech World
Taiwan and Korea’s tech giants like TSMC, MediaTek, and Samsung are showing strong growth despite market volatility, offering key opportunities for strategic investors.
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.
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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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