Geninnov

Old AI vs. New AI

November 10, 2024

Imprecision is the New Risk: Who is Ready?

Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.

The Hidden Power of Hype: What Korea/Taiwan Giants Miss

North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.

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 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.

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.

The Semiconductor Spotlight: Mistaking Evolution for Revolution

Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.

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.

Articles on innovation

Our Latest Articles

October 27, 2025

How Google Became the Unseen Winner of the AI Race

The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.

October 22, 2025

The Cassandra Cascade: On the Industrialization of Fear

History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

October 15, 2025

Four Sayings and a Diurnal

An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle