Geninnov

Machine Innovators

The Advent of the Fourth Macro Sector: The Machine Era

Explore the rise of the machine economy and its impact on GDP. Learn about autonomous AI agents, machine-driven activities, and the future implications for society and economics.

Dancing to Different Beats: Finding Rhythm in Listed Equities

Explore how Samsung Electronics grew into a tech giant, the impact of local market strategies in Taiwan, and the importance of focusing on businesses amidst market turbulence.

Of Round-tripped Revenues and Capitalized Payables

Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.

Of Super Moore Exponentialities and Real-Life Implications

Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.

NVidia's AI Factory Vision to Shake Semis End-to-End

Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.

Lessons from Founders flocking to Giants

Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.

Of wrong histories and limited viewpoints

Launch into the GenAI era with GenInnov Innovation Fund. Discover how its unprecedented growth defies past patterns and opens new global investing opportunities.

The Semi hijack of GenAI

Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.

Lessons from AI Dolls

Discover how the care Robot Hyodol signifies a new era in technology, through advancements in GenAI, robotics, LLMs, and global innovation intricacies.

February 23, 2024

Explore AI-assisted analysis transformation with ChatGPT, Gemini, Copilot, and others, showcasing shifts in AI/ML dynamics and the rise of transformer models. Learn more!

Articles on innovation

Our Latest Articles

Goliath’s World and the Encroachment Imperative

When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.

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