Geninnov

The Fourth Macro Sector

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.

December 5, 2023

AI's government race

Governments worldwide are accelerating AI progress through strategic investments and public-private partnerships, propelling GenAI development and nurturing AI talent.

What “We also do AI" and "We cannot do AI" chanters miss

Huawei's Pangu 3.0 exemplifies AI potential; many Asian corporations remain behind, stuck in defensiveness or defeatism. Learn from leaders like Adobe, Salesforce, and Huawei.

Success drivers amid massive change

AI-driven innovation is reshaping business success with proprietary data, vertical integration, and traditional assets. Discover how to thrive in the AI era.

AI's macro and the need to look beyond past patterns

AI brings excitement to the macro community, highlighting the importance of understanding technology and its potential impact on economic and geopolitical themes.

AI investments through public versus private markets

Explore the risks and benefits of using Google's language models. Learn why corporations and nations should develop proprietary AI to safeguard privacy and drive innovation.

Surprising how firms keep focusing on APIs

Google's privacy concerns with AI models highlight the need for nations and corporations to develop their own foundational AI models, ensuring data control and innovation.

Articles on innovation

Our Latest Articles

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.

NVIDIA’s Changing Moats as AI Turns Personal

As how we use AI changes, so do what matters most in the underlying hardware. Somehow, NVIDIA's leads even when it is not about FLOPs