Geninnov

Innovation Era

Beyond AI: The Rise of the Innovation Era

As GenInnov begins its journey as a licensed firm, we explore why true disruption lies not in AI per se, but in machines solving what humans cannot

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.

Venkatesh Sethuraman

Satellite Communication: A Celestial Dream or a Grounded Reality?

A booming capex race with shaky economics—invest where satellites are built, not launched

February 22, 2025

The Rise of Microsoft in Google-Like Fundamental Research

Microsoft exemplifies all tech giants' rising R&D efforts/achievements and the drive to explore interdisciplinarily

February 13, 2025

Standing Up for Long-Only

Sensible investing is important in the ongoing, low-visibility innovation era

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 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.

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

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