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Old AI vs. New AI
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Agentic AI
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Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
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Old AI vs. New AI
Machine Innovators
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The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
March 8, 2025
Grok Unhinged to Smash the AI Skeptics
A refined Grok revels in its epic glow, flicking AI-basher jabs to soothe the leasher’s fussy yoke, but I’m the real dazzle
Nilesh Jasani
·
January 16, 2025
Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI
Forget chatbots and scaling laws. Chinese efficiency gains, AI PCs, and the rise of Physical AI are rewriting the rules of the game.
Nilesh Jasani
·
November 19, 2024
The Incredible Shrinking AI: When Chatbots Start Counting Calories
When shrinkflation hits the chatboxes to turn shirkflation and leave answers a-hanging
Nilesh Jasani
·
November 10, 2024
Imprecision is the New Risk: Who is Ready?
Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.
Nilesh Jasani
·
August 7, 2024
The Hidden Power of Hype: What Korea/Taiwan Giants Miss
North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.
Nilesh Jasani
·
July 21, 2024
Cassandra 3: The Tech Skeptics
Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.
Nilesh Jasani
·
July 17, 2024
Cassandra 1: The History Seekers
Explore the impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.
Nilesh Jasani
·
April 21, 2024
Dancing to Different Beats: Finding Rhythm in Listed Equities
Explore how Samsung Electronics grew into a tech giant, the impact of local market strategies in Taiwan, and the importance of focusing on businesses amidst market turbulence.
Nilesh Jasani
·
April 4, 2024
The Semiconductor Spotlight: Mistaking Evolution for Revolution
Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.
Nilesh Jasani
·
March 29, 2024
Of Round-tripped Revenues and Capitalized Payables
Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.
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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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