Geninnov

Old AI vs. New AI

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.

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.

Articles on innovation

Our Latest Articles

AI’s Uneven Progress in Healthcare Subsegments

We evaluate five segments for the impact of AI, and feel that instrumentations may see the earliest winners

Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation

WWDC has broader implications beyond Apple with further stagnation in Edge Computing

Of the Ending Internet as We Knew It

Our Internet use is changing seismically. Using the loss of originality as a case study, we map the aftershocks poised to upend the worlds of selling and marketing.