Geninnov

Agentic AI

September 6, 2026

All In A Day's Reading

In a clickbait style: we list ten interesting things we read, with the tenth one being the most interesting

August 22, 2026

Overcoming the Limitations of a Skull

As models surpass the capacity constraints of a single brain, evidence is mounting against a division of labour we have revered since antiquity.

Hidden in Plain Sight: the AI within Xiaomi

Many lessons from Xiaomi’s frontier-class model buiit from a standing start in a single year

Scale vs Skill: Time to Re-learn Emergence

The model-making opt-out costs are steep and already visible. The agentic opt-outs will cost far more if the lessons go unheeded.

The Customisation Paradox

From whirring Macs to lobster farms to reinvented silicon: the world's hunger for bespoke intelligence is a demand story nobody is properly telling

February 1, 2026

The Moltbook Cascade: When AI Agents Started Talking to Each Other

The world of AI likely changed this weekend

January 16, 2026

Alibaba: The AI Kingmaker

When the premier model-maker is the top cloud provider, it becomes the backbone of the world's most AI-enthusiastic society.

October 27, 2025

How Google Became the Unseen Winner of the AI Race

The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.

A Quiet Shift: Programming Automation’s Enterprise Leap in 2025

Automation in programming is only now gaining real momentum, with wide-reaching effects that call for greater attention from investors

From Chatbots to Doers: Manus Signals a New Age of Smart Helpers

Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs

Articles on innovation

Our Latest Articles

October 4, 2026

A Glossary of Our Worldview

The terms we coined, the arguments we keep making, and the questions we still brood over, collected in one place for anyone who walked in midway.

September 27, 2026

The Real Loops of Innovation

Ambitious innovation plans abound. This note is about the risks that live between them, and the higher bar of evidence careful investing now needs.

September 21, 2026

Time Value of Everything

Errors of commission get punished and fixed. Errors of delay are turning costlier. The calendar has become the scarcest and the scariest input in tech.