GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

Go Figure: A Field Guide to Market Oddities

August 15, 2025

Hallucinations: History, Hype, and Hard Truths

August 11, 2025

Infidelity Lessons and AI's Open Questions

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The LLM’s Schrödinger Issue

Edge Computing: A Eulogy for a Future That Wasn’t

The Audacious American Edge: When Shares Become Currency

U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity

On Counting Raindrops While the Flood Rises

Keeping Up with Tech When Words Begin to Fail

Of Memory and Monopolies: The Market’s Unrecognized Winds of Change

AI’s Uneven Progress in Healthcare Subsegments

Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation

Of the Ending Internet as We Knew It

NVIDIA’s Changing Moats as AI Turns Personal

The Geography of Innovation

A Quiet Shift: Programming Automation’s Enterprise Leap in 2025

Fatty Liver: The Hidden Frontier in Health Innovation and Investment

GenAI’s Ontic Take: When AI “IS” Not