Geninnov

The Fourth Macro Sector

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.

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.

Articles on innovation

Our Latest Articles

Two Sides of the Coin

A season of games. Some played well, some badly, all of them in plain sight.

Is DRAM at a Permanently Higher Plateau?

A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it

Silicon Shock: The Macro of Tech Inflation

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout