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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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

Three GenAI belief schools, like those of EMH: which one do you belong to?

January 28, 2024

The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers

January 27, 2024

Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious

January 24, 2024

The Robotics Revolution: Fuelled by LLMs

January 11, 2024

Hardware disruption: XaaS and cloud sector risks

January 4, 2024

An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI

January 1, 2024

2024 Innovation Theme: Consumer Hardware

December 30, 2023

Funsearch - the AI black swan

December 18, 2023

The fastest way to make a Billion!

December 13, 2023

MAMBA: A Neural Network Revolution Lurking in the Shadows?

December 11, 2023

GenAI's real blue ducks

December 10, 2023

AI's government race

December 5, 2023