GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

The Audacious American Edge: When Shares Become Currency

U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity

On Counting Raindrops While the Flood Rises

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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

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