GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

Bah, Humbug! A Christmas Quiz for the GenAI Skeptics

December 10, 2024

When a Society Finds Its Heroes: Taiwan's Tech Ascendancy

December 8, 2024

The Korean Valuation Duality: A Tale of Growth without Wealth Creation

December 5, 2024

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A Quiet Surge: The Rise of Chinese AI Innovators

November 30, 2024

The Incredible Shrinking AI: When Chatbots Start Counting Calories

November 19, 2024

The Role of Serendipity in Innovation

November 17, 2024

Imprecision is the New Risk: Who is Ready?

November 10, 2024

AI and Predictions: Coin Tosses, Elections and Financial Markets

November 3, 2024

With Malice Towards One and All... Skeptics in the Age of AI

October 29, 2024

GenAI: A Chaotic Kluge

October 27, 2024

Clash of the Giants: When Tech Titans Collide

October 24, 2024

LLMs: App Killers or Killer Apps?

October 20, 2024

Decoding ASML: Seeing Through the Noise with GenAI

October 16, 2024

Nexus and Other Vexatious AI Issues

October 14, 2024

A Million Model Milestone: When Quantity Becomes the New Quality

October 9, 2024

Demographic Influences on the Divergent Paths of Innovation

October 7, 2024

NotebookLM: A New AI Tool You Should Know About

October 2, 2024

Macro That Matters: The Lessons From Micron

September 29, 2024