Geninnov

Large, Long-term Innovations

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.

February 9, 2024

It's about the downstream, and not upstream

Learn how historical parallels between internet and AI investments reveal risks and potential for innovation. Discover why downstream applications could be the key to success.

January 28, 2024

Three GenAI belief schools, like those of EMH: which one do you belong to?

Explore generative AI beliefs: Weak Believers see it as uncreative; Semi-Strong find practical value; Strong believe in scientific breakthroughs. Visit GenInnov for insights.

January 27, 2024

The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers

GenAI's short-term hype in chatbots and co-pilots contrasts with long-term innovation potential. Watch for stock market corrections and thematic diversification amidst market tunnel vision.

Articles on innovation

Our Latest Articles

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

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.