GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

Goliath’s World and the Encroachment Imperative

Optical Rivalries: Where One Tech Must Lose for the Other to Win

Five Certainties in the AI Storm: Beyond Hope and Hype

Oops! Something went wrong while submitting the form.

Another take on the WSJ Article: AI is not Losing Steam, it is Shifting Gears

The Dawn of AI Agents: A Threat to Narrowly Focused Software Companies

GenAI's Hardware Promise vs Software Reality

The Global LLM Price War: A Tale of Two Markets

Google Shows the Power of Personal Information

The GPT-4o Shockwave: Implications for All

Behind the iPad Glare

The Path Through the Half-Baked Products

Musk's China Trip: An Example of Emerging Regulatory Arbitrage

Dancing to Different Beats - Part 2

The Advent of the Fourth Macro Sector: The Machine Era

Dancing to Different Beats: Finding Rhythm in Listed Equities

From Find to Query: Chatbox Risks and B2B Transition for LLMs

When Ideation is not a Human Monopoly: From Mind to Brain

Killer Apps and the Rise of AI-Embodiment