Geninnov

GenAI Revolution

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

February 22, 2024

By Sean Darby: Innovations in Advanced Materials and Fine Chemicals

AI accelerates new material development, transforming R&D and boosting innovation in batteries and fine chemicals. Discover AI's impact on advanced materials with Google and Microsoft.

February 20, 2024

Royal Rumble: Big-7 at each other's Throats

Get insights on Google and OpenAI's major announcements and their impact on AI, LLMs, media, and top tech giants like NVIDIA, Adobe, Microsoft, and Apple.

February 17, 2024

The Super Moore Era

Innovative leaps in AI: Google’s Gemini Pro 1.5, OpenAI’s Sora, Nvidia’s Chat with RTX, and Meta’s V-JEPA—all pushing the boundaries of AI advancements and applications.

February 9, 2024

It's about the downstream, and not upstream

Learn how historical parallels between internet and AI investments reveal risks and potential for innovation. Discover why downstream applications could be the key to success.

January 28, 2024

Three GenAI belief schools, like those of EMH: which one do you belong to?

Explore generative AI beliefs: Weak Believers see it as uncreative; Semi-Strong find practical value; Strong believe in scientific breakthroughs. Visit GenInnov for insights.

January 27, 2024

The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers

GenAI's short-term hype in chatbots and co-pilots contrasts with long-term innovation potential. Watch for stock market corrections and thematic diversification amidst market tunnel vision.

January 24, 2024

Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious

Navigate the complexities of investing in AI-driven innovations. Understand risks, sector shifts, and effective, evidence-based strategies for high risk-adjusted returns.

January 11, 2024

The Robotics Revolution: Fuelled by LLMs

Discover how advancements in Large Language Models (LLMs) and Generative AI (GenAI) are revolutionizing Robotics, fueling innovations in household chores, driverless cars, and beyond.

January 4, 2024

Hardware disruption: XaaS and cloud sector risks

AI is shifting focus from XaaS models to hardware, driven by generative AI demands. Discover innovations like FPGAs and TPUs reshaping tech and the rise of affordable humanoids.

January 1, 2024

An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI

Discover the intersection of AI and consumer hardware as Microsoft re-enters the smartphone market. Explore the evolution of personalized AI assistants in 2024.

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.