Geninnov

Transformer Math

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.

February 23, 2024

Explore AI-assisted analysis transformation with ChatGPT, Gemini, Copilot, and others, showcasing shifts in AI/ML dynamics and the rise of transformer models. Learn more!

December 11, 2023

MAMBA: A Neural Network Revolution Lurking in the Shadows?

Emerging neural network architecture Mamba promises to outperform Transformers with linear scaling, higher throughput, and improved multi-modality performance in AI applications.

December 10, 2023

GenAI's real blue ducks

Discover how GenAI is revolutionizing science, creating new proteins, enhancing coding, and uncovering millions of crystal structures. Explore its growing impact!

November 26, 2023

Did LLMs figure out math?

Quantum leap in AI: Discover the rise of Transformer Models and their potential to pave the way for AGI. Explore the risks and breakthroughs on the horizon.

November 18, 2023

Why AI ≠ innovation?

Nilesh's podcast explores why AI isn't always innovation, focusing on GenAI's impact beyond chatbots and copilots. Discover the deeper revolution.

September 11, 2023

When machines deal with complexity levels a scale higher

Explore Mustafa Suleyman's 'The Coming Wave,' a compelling dive into AI's promises and risks. Get an insider's view on AI's transformative impact and urgent need for action.

August 13, 2023

When machines speak our language and not we theirs

Discover October 2022's AI breakthrough where machines mastering human language revolutionizes communication, from Generative AI to real-world applications in science and daily life.

The real Chatbot trends

Discover AI updates: New Anthropic Claude 2 excels, OpenAI unveils Code Interpreter, and Elon Musk's xAI debuts. Join the AI revolution!

Articles on innovation

Our Latest Articles

The World of Zero Visibility

A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.