GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

The Transformer Tsunami: How New Tech is Swallowing the Old

Satellite Communication: A Celestial Dream or a Grounded Reality?

Venkatesh Sethuraman

Software: A Glass Half-Empty Analysis

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The End of Software’s Golden Age

From Chatbots to Doers: Manus Signals a New Age of Smart Helpers

Grok Unhinged to Smash the AI Skeptics

Dear Sergey, for AGI, All Google Needs is to Come as One

From XaaS Boom to GenAI Bust? The Changing Fortunes of “Everything-as-a-Service”

The Rise of Microsoft in Google-Like Fundamental Research

February 22, 2025

DeepSeek’s Efficiency Leap: Could Lightning Strike Twice?

February 19, 2025

Standing Up for Long-Only

February 13, 2025

Outsiders vs Insiders: Where to Expect the Unexpected

February 11, 2025

Machines Building Machines: AI’s Accelerating Path

February 4, 2025

When Facts Change, We Change Our Justifications: The DeepSeek Revelation

January 30, 2025

To the Attempter, There Might be Spoils

January 26, 2025

AGI: The Four Letters We No Longer Fear

January 21, 2025

Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI

January 16, 2025

Seeking Deep: Learning From Our Mistake

January 9, 2025