Geninnov

Hardware/Software Flip

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.

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.

The Semiconductor Spotlight: Mistaking Evolution for Revolution

Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.

NVidia's AI Factory Vision to Shake Semis End-to-End

Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.

The Semi hijack of GenAI

Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.

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.

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.