Geninnov

The Fourth Macro Sector

Sidharth Mishra

September 26, 2025

Robotics Investments: More Than a Brain

Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.

September 18, 2025

AI’s Seven Redeeming Virtues

After our Sins essay, the predicted counter. It may be less compulsively readable, but its perspective is more necessary for its rarity

September 13, 2025

AI’s Seven Deadly Sins

An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.

September 7, 2025

Notionality of the Nominal Flood

A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

August 20, 2025

The Strategic Calculus of AI: Returns Beyond ROI

GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

On Counting Raindrops While the Flood Rises

Sharpe teaches us to tame the chop, not trace the current. In boom times, we pray the wavelets don’t blind us to the approaching wall.

The Geography of Innovation

Unpacking the unique blueprint behind our portfolio’s minimal overlap with any global benchmarks, innovation funds, or ETFs

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

January 2, 2025

GenAI Didn’t Take Days off this Xmas

While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.

September 29, 2024

Macro That Matters: The Lessons From Micron

There is more to analysis than pattern fitting when secular forces are changing

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