Geninnov

Competitive World

Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.

October 16, 2026

Blue Skies Above the Haze

While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.

October 12, 2026

The Frontier Express: When Samsung Gets Money

A resource-rich Samsung is pushing innovation in directions only it can take, and the pressure is landing on TSMC, Nvidia, and SK Hynix

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.

September 15, 2026

Plain Speak on Controls

Freeze every model today. Nobody retrains anything. The hardware improves, the tooling improves, and what the world can do keeps rising anyway.

September 10, 2026

2027 Theme: Memory by Design

How memory and logic are finally coming together, and why it is the theme of 2027

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

Time for Samsung and SK Hynix to Speak Up

Memory makers are on course to be global villains; Seoul must master communication before it is too late

The Second Death of SaaS

The moment software started bundling the hardware beneath it, it inherited a BOM and gross margin, and everything that follows from them

Articles on innovation

Our Latest Articles

October 24, 2026

Big Theme: Quantity Ahoy

AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.

October 21, 2026

The Return of the CPU

The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.

October 16, 2026

Blue Skies Above the Haze

While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.