Geninnov

Large, Long-term Innovations

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.

Cassandra 5: The Valuation Concerned

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

Articles on innovation

Our Latest Articles

Optical Rivalries: Where One Tech Must Lose for the Other to Win

The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives

Five Certainties in the AI Storm: Beyond Hope and Hype

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

February 24, 2026

AI Is Going To Be Our Economics. AI Is Going To Be Our Politics

Machines will not just change what we produce or consume. They will change what we argue about. Permanently.