Geninnov

Large, Long-term Innovations

Cassandra 5: The Valuation Concerned

Pessimism surrounds GenAI as skeptics highlight market risks, innovation slowdowns, and cyclical challenges, despite its transformative long-term potential.

Cassandra 4: The Sustainability Warriors

Explore the sustainability concerns in GenAI, from environmental impact to job loss and ethical dilemmas. Learn how policies might shape the future amid rapid advancements.

Cassandra 3: The Tech Skeptics

Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.

Cassandra 2: The Killer App Hunters

Exploring shifts in tech revenue dynamics as hardware gains value, coding productivity soars, and application layer growth decelerates. The future of tech investments examined.

Cassandra 1: The History Seekers

Explore the impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.

Hardware/Software Flip: When The Servant Is The Master

Explore the shift as GenAI revolutionizes software development and hardware complexity rises, altering Silicon Valley's landscape. Discover the new tech ecosystem dynamics.

Some Answers to AI's $600 Billion Question

Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.

Innovation in the GenAI Era: A Shift Away from Garages

Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.

GenAI Capex: Wither Keynesianism?

Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.

Are NVidia Pricing Ways Rubbing Off On Others?

Insights into GPU, memory, and TFT-LCD market dynamics, the impact of cultural factors on pricing, and Samsung's evolving strategy in a post-COVID tech landscape.

Articles on innovation

Our Latest Articles

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

Time to Discuss the Demise of Our Beloved Structures

AGI dominates headlines, but the real shift remaking computing is the breakdown of structured data, and the end of computing as we have known i