GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

Is DRAM at a Permanently Higher Plateau?

Silicon Shock: The Macro of Tech Inflation

Scale vs Skill: Time to Re-learn Emergence

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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

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