Geninnov

The Fourth Macro Sector

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

Venkatesh Sethuraman

August 27, 2024

EVs: Beyond the Slowdown, Secular Growth Fuelled by Autonomous Driving

Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.

Cassandra 5: The Valuation Concerned

Pessimism surrounds GenAI as skeptics highlight market risks, innovation slowdowns, and cyclical challenges, despite its transformative long-term potential.

The Advent of the Fourth Macro Sector: The Machine Era

Explore the rise of the machine economy and its impact on GDP. Learn about autonomous AI agents, machine-driven activities, and the future implications for society and economics.

Articles on innovation

Our Latest Articles

October 24, 2026

Big Theme: Quantity Ahoy

AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.

October 21, 2026

The Return of the CPU

The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.

October 16, 2026

Blue Skies Above the Haze

While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.