Geninnov

Beyond XaaS Model

AI Inequality and Unsustainability of Cloud Compute

Explore why the centralized AI compute model is unsustainable and how decentralization can reduce costs, environmental impact, and enhance innovation and security.

The Unavailability Bias

Explore how Indian election results impact public markets' volatility and private investments' NAV. Unveil the unavailability bias affecting investor behavior. Learn more!

GenAI's Hardware Promise vs Software Reality

Salesforce and other giants see slow revenue growth despite new GenAI products like ChatGPT, Microsoft Copilot, and Gemini Pro. Is AI-enabled hardware the future?

The Global LLM Price War: A Tale of Two Markets

China's LLM price cuts spark debate on AI monetization feasibility. Western vs. Chinese investor reactions reveal contrasting strategies and future ROI concerns.

Musk's China Trip: An Example of Emerging Regulatory Arbitrage

Explore how Prime Minister Modi's stalled meeting and Tesla's focus on China impact AI regulations, FSD technology, and robotics innovation on a global scale.

Dancing to Different Beats - Part 2

Discover how global market peculiarities, from varied financial year-end conventions to dramatic U.S. data reactions, impact investment strategies. Explore distinct trading patterns.

Of Round-tripped Revenues and Capitalized Payables

Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.

Of Super Moore Exponentialities and Real-Life Implications

Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.

NVidia's AI Factory Vision to Shake Semis End-to-End

Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.

Lessons from Founders flocking to Giants

Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.

Articles on innovation

Our Latest Articles

December 12, 2025

The Most Consequential Business Decision of 2025

Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

December 6, 2025

The Collapse of 'Cannot': When Models Break Intuitions

From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality

November 28, 2025

Tech is Dead as We Know It

All investment rules used for tech investments in last few decades are irrevocably broken