Geninnov

Innovation Era

Edge Computing: A Eulogy for a Future That Wasn’t

From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.

The Audacious American Edge: When Shares Become Currency

The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination

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.

Articles on innovation

Our Latest Articles

Edge Computing: A Eulogy for a Future That Wasn’t

From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.

The Audacious American Edge: When Shares Become Currency

The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination

U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity

When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.