GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

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

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Musk's China Trip: An Example of Emerging Regulatory Arbitrage

Dancing to Different Beats - Part 2

The Advent of the Fourth Macro Sector: The Machine Era

Dancing to Different Beats: Finding Rhythm in Listed Equities

From Find to Query: Chatbox Risks and B2B Transition for LLMs

When Ideation is not a Human Monopoly: From Mind to Brain

Killer Apps and the Rise of AI-Embodiment

Attention: A Mathematical Revolution with Far-Reaching Implications

The Semiconductor Spotlight: Mistaking Evolution for Revolution

Of Round-tripped Revenues and Capitalized Payables

Of Super Moore Exponentialities and Real-Life Implications

NVidia's AI Factory Vision to Shake Semis End-to-End

Lessons from Founders flocking to Giants

Of wrong histories and limited viewpoints

The Semi hijack of GenAI