Geninnov

Beyond XaaS Model

August 11, 2024

The Diverging Roads of Autonomous Driving

China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.

The Hidden Power of Hype: What Korea/Taiwan Giants Miss

North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.

Some Answers to AI's $600 Billion Question

Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.

Innovation in the GenAI Era: A Shift Away from Garages

Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.

GenAI Capex: Wither Keynesianism?

Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.

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.

Articles on innovation

Our Latest Articles

October 24, 2026

Big Theme: Quantity Ahoy

AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.

October 21, 2026

The Return of the CPU

The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.

October 16, 2026

Blue Skies Above the Haze

While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.