Geninnov

The Fourth Macro Sector

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.

December 5, 2023

AI's government race

Governments worldwide are accelerating AI progress through strategic investments and public-private partnerships, propelling GenAI development and nurturing AI talent.

What “We also do AI" and "We cannot do AI" chanters miss

Huawei's Pangu 3.0 exemplifies AI potential; many Asian corporations remain behind, stuck in defensiveness or defeatism. Learn from leaders like Adobe, Salesforce, and Huawei.

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.

AI's macro and the need to look beyond past patterns

AI brings excitement to the macro community, highlighting the importance of understanding technology and its potential impact on economic and geopolitical themes.

AI investments through public versus private markets

Explore the risks and benefits of using Google's language models. Learn why corporations and nations should develop proprietary AI to safeguard privacy and drive innovation.

Surprising how firms keep focusing on APIs

Google's privacy concerns with AI models highlight the need for nations and corporations to develop their own foundational AI models, ensuring data control and innovation.

Despite risks, there is one bigger reason other than belief in technology to stay positive on AI

AI market frenzy: Optimists see exponential growth with new innovations, skeptics draw from history. Key focus areas: healthcare, autonomous vehicles, corporate AI investments.

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?