Geninnov

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September 23, 2024

Chip Matters Coz Chips Matter

There was a time when the heartbeat of technological advancement was synchronized between software and hardware. We are returning to a similar era, not just for data center chips but across all consumer devices.

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!

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.

Of Round-tripped Revenues and Capitalized Payables

Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.

Of Super Moore Exponentialities and Real-Life Implications

Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.

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.

Lessons from Founders flocking to Giants

Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.

Of wrong histories and limited viewpoints

Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.

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.

Articles on innovation

Our Latest Articles

October 27, 2025

How Google Became the Unseen Winner of the AI Race

The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.

October 22, 2025

The Cassandra Cascade: On the Industrialization of Fear

History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

October 15, 2025

Four Sayings and a Diurnal

An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle