Geninnov

Large, Long-term Innovations

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

January 9, 2025

Seeking Deep: Learning From Our Mistake

DeepSeek V3: Unpacking the AI Advancements That Matter to Investors

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 17, 2024

The Role of Serendipity in Innovation

Case studies of Hynix's win, anti-ageing failures, and quantum computing risks to discuss the perils of innovation predictions

October 20, 2024

LLMs: App Killers or Killer Apps?

LLMs are now memory extenders and more to slowly emerging as all in one platforms

September 19, 2024

Climbing the Semiconductor Everest: China's Unconventional Ascent

Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates

Venkatesh Sethuraman

August 27, 2024

EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving

Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.

August 15, 2024

Valley’s Detroit Risks in Hardware’s Silent Rise

Hardware manufacturing’s role in tech’s future is crucial. Despite investments, US struggles to master the required precision in chip production and collaboration.

August 14, 2024

Look East for Innovation: The Undervalued Giants of the Tech World

Taiwan and Korea’s tech giants like TSMC, MediaTek, and Samsung are showing strong growth despite market volatility, offering key opportunities for strategic investors.

August 11, 2024

The Diverging Roads of Autonomous Driving

China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.

Articles on innovation

Our Latest Articles

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.

Introducing GenInnov’s Proprietary Risk Management Tool

Innovation of our own: a GenAI tool to retire risk practices that force benchmark-hugging in long-only investing. Videos, simulation, formal papers