Geninnov

Competitive World

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

Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs

February 11, 2025

Outsiders vs Insiders: Where to Expect the Unexpected

Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.

January 30, 2025

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

Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.

January 26, 2025

To the Attempter, There Might be Spoils

In the transition from Dragon to Snake, a crucial debate emerges in AI: the merits of massive scale versus adaptable efficiency.

January 21, 2025

AGI: The Four Letters We No Longer Fear

Time to learn AGI: it harbingers the arrival of smart everything

January 16, 2025

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

Forget chatbots and scaling laws. Chinese efficiency gains, AI PCs, and the rise of Physical AI are rewriting the rules of the game.

January 2, 2025

GenAI Didn’t Take Days off this Xmas

While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.

December 8, 2024

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

In a region of contrasts, Taiwan’s entrepreneurial spirit and pricing power are reshaping its role - a factor crucial in the high-base affected 2025

December 5, 2024

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

Exploring the paradox of a nation that mistrusts investments in its own markets and corporates that are allowed to resist shareholder interests

November 30, 2024

A Quiet Surge: The Rise of Chinese AI Innovators

Recent Chinese AI breakthroughs reveal resilience and chart bold new paths of innovation

Articles on innovation

Our Latest Articles

The Transformer Tsunami: How New Tech is Swallowing the Old

Transformers need a fresh start to shine, but big players can’t afford it. Meanwhile, old tech gets gobbled up

Venkatesh Sethuraman

Satellite Communication: A Celestial Dream or a Grounded Reality?

A booming capex race with shaky economics—invest where satellites are built, not launched

Software: A Glass Half-Empty Analysis

Before defending nuances, software stakeholders must reassess: Has anything changed? If so, have they?