Geninnov

Competitive World

The Geography of Innovation

Unpacking the unique blueprint behind our portfolio’s minimal overlap with any global benchmarks, innovation funds, or ETFs

China’s Chip Chase: Reality vs. Rhetoric

Evidence-based insights into China’s semiconductor strides, cutting through Western skepticism and Chinese opacity

Innovation in a World of Distrust

Rising economic and political fears pit the urge to cut innovation capex against the risk of falling behind in a world that cannot afford dependencies.

Software: A Glass Half-Empty Analysis

Before defending nuances, software stakeholders must reassess: Has anything changed? If so, have they?

From Chatbots to Doers: Manus Signals a New Age of Smart Helpers

Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs

February 11, 2025

Outsiders vs Insiders: Where to Expect the Unexpected

Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.

January 30, 2025

When Facts Change, We Change Our Justifications: The DeepSeek Revelation

Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.

January 26, 2025

To the Attempter, There Might be Spoils

In the transition from Dragon to Snake, a crucial debate emerges in AI: the merits of massive scale versus adaptable efficiency.

January 21, 2025

AGI: The Four Letters We No Longer Fear

Time to learn AGI: it harbingers the arrival of smart everything

January 16, 2025

Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI

Forget chatbots and scaling laws. Chinese efficiency gains, AI PCs, and the rise of Physical AI are rewriting the rules of the game.

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