Geninnov

Hardware/Software Flip

The Global LLM Price War: A Tale of Two Markets

China's LLM price cuts spark debate on AI monetization feasibility. Western vs. Chinese investor reactions reveal contrasting strategies and future ROI concerns.

The GPT-4o Shockwave: Implications for All

Discover how GPT-4o is revolutionizing AI with smaller, efficient models, dethroning chatbots, and fueling tech giants' alliances. Uncover its long-term impact today!

The Path Through the Half-Baked Products

Navigating the GenAI landscape: Unveiling the transformative journey of tech products like WhatsApp AI, Apple's Vision Pro, and emerging LLMs. Discover the future of AI.

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

Explore how Prime Minister Modi's stalled meeting and Tesla's focus on China impact AI regulations, FSD technology, and robotics innovation on a global scale.

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

The rise of LLMs like ChatGPT may render traditional chatbots and standalone apps obsolete. Explore how integrated LLM capabilities are revolutionizing the way we query and interact.

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

In the AI era, hardware reclaims its value as software faces democratization of ideation. Explore the tectonic shift between hardware and software in financial markets.

Killer Apps and the Rise of AI-Embodiment

Explore the transformative Era of Hyperchange, AI embodiment, and the challenges facing AI downstream developers. Discover how AI's potential shapes future consumption and corporate capex.

The Semiconductor Spotlight: Mistaking Evolution for Revolution

Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.

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

Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.

The Semi hijack of GenAI

Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.

Articles on innovation

Our Latest Articles

Time to Discuss the Demise of Our Beloved Structures

AGI dominates headlines, but the real shift remaking computing is the breakdown of structured data, and the end of computing as we have known i

The Dawn of the Digital Twin: Personal History as the New AI Battleground

OpenAI’s ChatGPT memory upgrade sparks a race for AI that knows your past, but tech giants hold the data advantage.

Of a World That Cannot Afford the Wealth Destruction Aftermath

The rising cost of equity (or falling valuations) is far more important than falling cost of risk-free debt