GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

AI’s Seven Redeeming Virtues

September 18, 2025

AI’s Seven Deadly Sins

September 13, 2025

Notionality of the Nominal Flood

September 7, 2025

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Nexus and Other Vexatious AI Issues

October 14, 2024

A Million Model Milestone: When Quantity Becomes the New Quality

October 9, 2024

Demographic Influences on the Divergent Paths of Innovation

October 7, 2024

NotebookLM: A New AI Tool You Should Know About

October 2, 2024

Macro That Matters: The Lessons From Micron

September 29, 2024

Dear Warren - We Have a Stock For You

September 24, 2024

Chip Matters Coz Chips Matter

September 23, 2024

Climbing the Semiconductor Everest: China's Unconventional Ascent

September 19, 2024

To Fix a Nail, You Don't Need an LLM

September 16, 2024

Inflation the Feds don’t see nor care

September 13, 2024

Introducing New GenInnov.AI website

September 11, 2024

EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving

August 27, 2024

Venkatesh Sethuraman

“Time forgot its own shadow”

August 21, 2024

Valley’s Detroit Risks in Hardware’s Silent Rise

August 15, 2024

Look East for Innovation: The Undervalued Giants of the Tech World

August 14, 2024