Geninnov

Large, Long-term Innovations

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.

The Unavailability Bias

Explore how Indian election results impact public markets' volatility and private investments' NAV. Unveil the unavailability bias affecting investor behavior. Learn more!

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.