Geninnov

Competitive World

Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.

January 2, 2025

GenAI Didn’t Take Days off this Xmas

While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.

December 8, 2024

When a Society Finds Its Heroes: Taiwan's Tech Ascendancy

In a region of contrasts, Taiwan’s entrepreneurial spirit and pricing power are reshaping its role - a factor crucial in the high-base affected 2025

December 5, 2024

The Korean Valuation Duality: A Tale of Growth without Wealth Creation

Exploring the paradox of a nation that mistrusts investments in its own markets and corporates that are allowed to resist shareholder interests

November 30, 2024

A Quiet Surge: The Rise of Chinese AI Innovators

Recent Chinese AI breakthroughs reveal resilience and chart bold new paths of innovation

November 10, 2024

Imprecision is the New Risk: Who is Ready?

Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.

October 24, 2024

Clash of the Giants: When Tech Titans Collide

Qualcomm/ARM is providing the most extreme version, but the titans no longer secure holding monopolies are clawing at each other

October 14, 2024

Nexus and Other Vexatious AI Issues

A book, an election, and a journey through Robotaxi

October 7, 2024

Demographic Influences on the Divergent Paths of Innovation

Emerging trends in where automation is resisted and where it is supported find their roots in the underlying demographic issues

September 19, 2024

Climbing the Semiconductor Everest: China's Unconventional Ascent

Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates

Articles on innovation

Our Latest Articles

The World of Zero Visibility

A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.