Geninnov

Innovation Era

Of Super Moore Exponentialities and Real-Life Implications

Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.

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.

Lessons from Founders flocking to Giants

Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.

Of wrong histories and limited viewpoints

Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.

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.

Lessons from AI Dolls

Discover how the care Robot Hyodol signifies a new era in technology, through advancements in GenAI, robotics, LLMs, and global innovation intricacies.

February 22, 2024

By Sean Darby: Innovations in Advanced Materials and Fine Chemicals

AI accelerates new material development, transforming R&D and boosting innovation in batteries and fine chemicals. Discover AI's impact on advanced materials with Google and Microsoft.

February 20, 2024

Royal Rumble: Big-7 at each other's Throats

Get insights on Google and OpenAI's major announcements and their impact on AI, LLMs, media, and top tech giants like NVIDIA, Adobe, Microsoft, and Apple.

February 17, 2024

The Super Moore Era

Innovative leaps in AI: Google’s Gemini Pro 1.5, OpenAI’s Sora, Nvidia’s Chat with RTX, and Meta’s V-JEPA—all pushing the boundaries of AI advancements and applications.

January 24, 2024

Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious

Navigate the complexities of investing in AI-driven innovations. Understand risks, sector shifts, and effective, evidence-based strategies for high risk-adjusted returns.

Articles on innovation

Our Latest Articles

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

Innovation in a World of Distrust

Rising economic and political fears pit the urge to cut innovation capex against the risk of falling behind in a world that cannot afford dependencies.

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