Geninnov

Beyond XaaS Model

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.

Of wrong histories and limited viewpoints

Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.

The Semi hijack of GenAI

Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.

Articles on innovation

Our Latest Articles

Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation

WWDC has broader implications beyond Apple with further stagnation in Edge Computing

Of the Ending Internet as We Knew It

Our Internet use is changing seismically. Using the loss of originality as a case study, we map the aftershocks poised to upend the worlds of selling and marketing.

NVIDIA’s Changing Moats as AI Turns Personal

As how we use AI changes, so do what matters most in the underlying hardware. Somehow, NVIDIA's leads even when it is not about FLOPs