GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

Takeda Blinked. Markets Didn’t. China’s Quiet Big-Pharma Break-In

November 2, 2025

How Google Became the Unseen Winner of the AI Race

October 27, 2025

The Cassandra Cascade: On the Industrialization of Fear

October 22, 2025

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Time to Discuss the Demise of Our Beloved Structures

The Dawn of the Digital Twin: Personal History as the New AI Battleground

Of a World That Cannot Afford the Wealth Destruction Aftermath

Innovation in a World of Distrust

The Transformer Tsunami: How New Tech is Swallowing the Old

Satellite Communication: A Celestial Dream or a Grounded Reality?

Venkatesh Sethuraman

Software: A Glass Half-Empty Analysis

The End of Software’s Golden Age

From Chatbots to Doers: Manus Signals a New Age of Smart Helpers

Grok Unhinged to Smash the AI Skeptics

Dear Sergey, for AGI, All Google Needs is to Come as One

From XaaS Boom to GenAI Bust? The Changing Fortunes of “Everything-as-a-Service”

The Rise of Microsoft in Google-Like Fundamental Research

February 22, 2025

DeepSeek’s Efficiency Leap: Could Lightning Strike Twice?

February 19, 2025

Standing Up for Long-Only

February 13, 2025