GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

NVIDIA’s Changing Moats as AI Turns Personal

The Geography of Innovation

A Quiet Shift: Programming Automation’s Enterprise Leap in 2025

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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

AI Experts: A House Divided

December 4, 2023

Risks in innovation: through a book review

December 2, 2023

AI ≠ Tech, not just for tech hirers, but also investors

November 30, 2023

Beyond chatbots and copilots

November 29, 2023

Did LLMs figure out math?

November 26, 2023

Real Takeaways from Sam's Departure

November 20, 2023

Our Lexicon Levels Up - Lessons for the Track-Record Seekers

November 20, 2023