Geninnov

Old AI vs. New AI

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 23, 2024

Explore AI-assisted analysis transformation with ChatGPT, Gemini, Copilot, and others, showcasing shifts in AI/ML dynamics and the rise of transformer models. Learn more!

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.

December 4, 2023

AI Experts: A House Divided

Explore the AI debate: Altman's secret AGI vs. Meta's caution, key disputes among optimistic and pessimistic views, and financial insights on investing in AI innovation.

November 18, 2023

Why AI ≠ innovation?

Nilesh's podcast explores why AI isn't always innovation, focusing on GenAI's impact beyond chatbots and copilots. Discover the deeper revolution.

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?