Geninnov

Old AI vs. New AI

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.

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!

February 9, 2024

It's about the downstream, and not upstream

Learn how historical parallels between internet and AI investments reveal risks and potential for innovation. Discover why downstream applications could be the key to success.

January 28, 2024

Three GenAI belief schools, like those of EMH: which one do you belong to?

Explore generative AI beliefs: Weak Believers see it as uncreative; Semi-Strong find practical value; Strong believe in scientific breakthroughs. Visit GenInnov for insights.

January 27, 2024

The GenAI Buzzsaw: Riskiest for Chatbox and Co-pilot Huggers

GenAI's short-term hype in chatbots and co-pilots contrasts with long-term innovation potential. Watch for stock market corrections and thematic diversification amidst market tunnel vision.

December 4, 2023

AI Experts: A House Divided

Explore the AI debate: Altman's secret AGI vs. Meta's caution, key disputes among optimistic and pessimistic views, and financial insights on investing in AI innovation.

Articles on innovation

Our Latest Articles

Beyond AI: The Rise of the Innovation Era

As GenInnov begins its journey as a licensed firm, we explore why true disruption lies not in AI per se, but in machines solving what humans cannot

China’s Chip Chase: Reality vs. Rhetoric

Evidence-based insights into China’s semiconductor strides, cutting through Western skepticism and Chinese opacity

Time to Discuss the Demise of Our Beloved Structures

AGI dominates headlines, but the real shift remaking computing is the breakdown of structured data, and the end of computing as we have known i