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

Is DRAM at a Permanently Higher Plateau?

A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it

Silicon Shock: The Macro of Tech Inflation

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout

Scale vs Skill: Time to Re-learn Emergence

The model-making opt-out costs are steep and already visible. The agentic opt-outs will cost far more if the lessons go unheeded.