Nilesh Jasani explores the “customisation paradox” and highlights how agents are shifting personalisation from companies to users, removing complexity - thereby enabling more efficient outcomes. It also points to a broader “silicon shock,” where AI-driven infrastructure is redefining how information is accessed, processed, and acted upon. https://lnkd.in/ggET5QAT
GenInnov Global Innovation Fund
Investment Management
Orchard, Central 420 followers
Capturing the structural shifts of the GenAI era.
About us
GenInnov Global Innovation Fund captures GenAI-era shifts through a concentrated, long-only portfolio. Targeting disruptive sectors like Robotics and Biotech, we enforce strict financial discipline—prioritizing profitability and valuation—to offer a stable pathway to next-generation growth. Geninnov Global Innovation Fund operates under Geninnov Pte Ltd, a fund management company licensed under the Monetary Authority of Singapore.
- Website
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https://www.geninnov.ai
External link for GenInnov Global Innovation Fund
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Orchard, Central
- Type
- Privately Held
- Founded
- 2024
Locations
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Primary
Get directions
Orchard Road
Orchard, Central, SG
Employees at GenInnov Global Innovation Fund
Updates
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GenInnov Global Innovation Fund reposted this
📢 A New Chapter Begins at GenInnov We’re excited to announce the official launch of our fund management business and the transition of the GenInnov Global Master Fund and GenInnov Funds Ltd under GenInnov’s stewardship. This marks a pivotal step in our journey as we continue to invest in innovation — and embed it deeply into everything we do. Read our full press release below to learn more. 👇
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GenInnov Global Innovation Fund reposted this
Google just became the unseen winner of the AI race. And almost nobody noticed. When OpenAI launched its new browser, headlines screamed: “Google under threat!” Google’s stock even dipped for a day. But the market is watching the wrong race. Google isn’t the underdog. It’s the reigning champion — quietly pulling away. Full article link in comments 👇
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GenInnov Global Innovation Fund reposted this
The prophecy is here: China's open-source AI tsunami is dominating download charts and adoption. By universally adopting Mixture of Experts (MoE), Chinese models are proving that efficiency, not size, is the new path to frontier AI. Full article link in comments 👇
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GenInnov Global Innovation Fund reposted this
An interesting article from WSJ which resonates with our view from 2 weeks ago. The Chip Wars are heating up. https://lnkd.in/g3aqUtXv
Forget the front-page model wars. The Chip War is the biggest driver of 2026 equity values. While giants like Google challenge NVIDIA's dominance, the quiet suppliers—foundries, memory, and design tools—will keep winning exactly as before. Full article link in comments 👇
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GenInnov Global Innovation Fund reposted this
We’re very good at explaining the future using the past...but what if this time the past has quietly stopped being a reliable guide? https://lnkd.in/gRw5YTG5
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GenInnov Global Innovation Fund reposted this