GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

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

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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

GenAI Didn’t Take Days off this Xmas

January 2, 2025

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

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