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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The Next Big Fight: Apple vs. Google?

Are NVidia Pricing Ways Rubbing Off On Others?

The Unavailability Bias

Life's Fortunate Alignments

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