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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
China’s Chip Chase: Reality vs. Rhetoric
April 23, 2025
·
Nilesh Jasani
Time to Discuss the Demise of Our Beloved Structures
April 19, 2025
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Nilesh Jasani
The Dawn of the Digital Twin: Personal History as the New AI Battleground
April 14, 2025
·
Nilesh Jasani
All
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
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
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Of a World That Cannot Afford the Wealth Destruction Aftermath
April 9, 2025
·
Nilesh Jasani
Innovation in a World of Distrust
April 5, 2025
·
Nilesh Jasani
The Transformer Tsunami: How New Tech is Swallowing the Old
March 31, 2025
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Nilesh Jasani
Satellite Communication: A Celestial Dream or a Grounded Reality?
March 24, 2025
·
Venkatesh Sethuraman
Software: A Glass Half-Empty Analysis
March 18, 2025
·
Nilesh Jasani
The End of Software’s Golden Age
March 15, 2025
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Nilesh Jasani
From Chatbots to Doers: Manus Signals a New Age of Smart Helpers
March 12, 2025
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Nilesh Jasani
Grok Unhinged to Smash the AI Skeptics
March 8, 2025
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Nilesh Jasani
Dear Sergey, for AGI, All Google Needs is to Come as One
March 5, 2025
·
Nilesh Jasani
From XaaS Boom to GenAI Bust? The Changing Fortunes of “Everything-as-a-Service”
March 1, 2025
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Nilesh Jasani
The Rise of Microsoft in Google-Like Fundamental Research
February 22, 2025
·
Nilesh Jasani
DeepSeek’s Efficiency Leap: Could Lightning Strike Twice?
February 19, 2025
·
Nilesh Jasani
Standing Up for Long-Only
February 13, 2025
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Nilesh Jasani
Outsiders vs Insiders: Where to Expect the Unexpected
February 11, 2025
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Nilesh Jasani
Machines Building Machines: AI’s Accelerating Path
February 4, 2025
·
Nilesh Jasani
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Unstructured Times
Macro Policies
Entertainment
Agentic AI
Physical AI
AGI and General Intelligence
Agritech
Agritech
Multimodality
Professional Services
Quantum Computing
Super Moore Era
Archeology
Competitive World
Generative Analysts (GenRAs)
Gaming
Sports
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
Scientific Advance
Environment
Software
Diagnostics
Education
Clean Tech
Mobility
Healthcare
Biotech
Consumer Electronics
Robotics
Technology