Geninnov

The Fourth Macro Sector

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.

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.

Of Super Moore Exponentialities and Real-Life Implications

Explore the tremendous impacts of AI, from exaflops to zettabytes, revolutionizing industries and economies. Understand the trends, disruptions, and future possibilities.

NVidia's AI Factory Vision to Shake Semis End-to-End

Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.

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.

Articles on innovation

Our Latest Articles

Goliath’s World and the Encroachment Imperative

When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.

Optical Rivalries: Where One Tech Must Lose for the Other to Win

The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives

Five Certainties in the AI Storm: Beyond Hope and Hype

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us