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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.

Of Round-tripped Revenues and Capitalized Payables

Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.

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.

It is more about what GenAI can do for LK-99

Discover the groundbreaking potential of LK-99 combined with GenAI, revolutionizing synthetic molecules, superconductivity, and innovation across sectors. #LK99 #GenAI #innovation

Personalised AI and Everyday App - the new AI frontiers

Discover the future with Personal AI (PAI) and Everyday App (EVA). Giants like Apple, X, Intel, and Tencent redefine AI on a new frontier. Explore the possibilities! #AI #PersonalAI #EverydayApp

Success drivers amid massive change

AI-driven innovation is reshaping business success with proprietary data, vertical integration, and traditional assets. Discover how to thrive in the AI era.

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?