Geninnov

GenAI Revolution

Unpacking how Generative AI is driving innovation and transforming global systems.

The Dawn of AI Agents: A Threat to Narrowly Focused Software Companies

Explore the rise of AI agents and their transformative impact on software development, as they shift from platform-centric models to seamless cross-platform integration.

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.

Google Shows the Power of Personal Information

Google's groundbreaking AI Gemini era, I/O keynote highlighted revolutionary features surpassing GPT-4o, transforming GenAI daily tasks. Learn more about their advancements!

The GPT-4o Shockwave: Implications for All

Discover how GPT-4o is revolutionizing AI with smaller, efficient models, dethroning chatbots, and fueling tech giants' alliances. Uncover its long-term impact today!

Behind the iPad Glare

Explore the pros and cons of "Big Bang" vs. "stealth" product launches in tech. Apple, OpenAI's GPT-5, and Google's Med-Gemini strategies reveal key insights for innovation.

The Path Through the Half-Baked Products

Navigating the GenAI landscape: Unveiling the transformative journey of tech products like WhatsApp AI, Apple's Vision Pro, and emerging LLMs. Discover the future of AI.

From Find to Query: Chatbox Risks and B2B Transition for LLMs

The rise of LLMs like ChatGPT may render traditional chatbots and standalone apps obsolete. Explore how integrated LLM capabilities are revolutionizing the way we query and interact.

When Ideation is not a Human Monopoly: From Mind to Brain

In the AI era, hardware reclaims its value as software faces democratization of ideation. Explore the tectonic shift between hardware and software in financial markets.

Killer Apps and the Rise of AI-Embodiment

Explore the transformative Era of Hyperchange, AI embodiment, and the challenges facing AI downstream developers. Discover how AI's potential shapes future consumption and corporate capex.

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.