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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AI and Predictions: Coin Tosses, Elections and Financial Markets

November 3, 2024

With Malice Towards One and All... Skeptics in the Age of AI

October 29, 2024

GenAI: A Chaotic Kluge

October 27, 2024

Clash of the Giants: When Tech Titans Collide

October 24, 2024

LLMs: App Killers or Killer Apps?

October 20, 2024

Decoding ASML: Seeing Through the Noise with GenAI

October 16, 2024

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