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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Killer Apps and the Rise of AI-Embodiment

Attention: A Mathematical Revolution with Far-Reaching Implications

The Semiconductor Spotlight: Mistaking Evolution for Revolution

Of Round-tripped Revenues and Capitalized Payables

Of Super Moore Exponentialities and Real-Life Implications

NVidia's AI Factory Vision to Shake Semis End-to-End

Lessons from Founders flocking to Giants

Of wrong histories and limited viewpoints

The Semi hijack of GenAI

Lessons from AI Dolls

February 23, 2024

By Sean Darby: Innovations in Advanced Materials and Fine Chemicals

February 22, 2024

Royal Rumble: Big-7 at each other's Throats

February 20, 2024

The Super Moore Era

February 17, 2024

It's about the downstream, and not upstream

February 9, 2024