Geninnov

Competitive World

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

Of Pejorations and Perjurations

It's an understandable piece: It's an honest audit of where I may be wrong

The Last Polite Monopolist

ASML has all it takes to take on TSMC. The question is will it?

Lessons from NVIDIA's US$2bn Sprinklers

Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.

Goliath’s World and the Encroachment Imperative

When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.

Five Certainties in the AI Storm: Beyond Hope and Hype

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

December 12, 2025

The Most Consequential Business Decision of 2025

Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

November 12, 2025

2026's Real Chip War

And, it is not about China

November 8, 2025

Nothing Is Given: Of China’s Open-Source Tsunami

A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.

October 15, 2025

Four Sayings and a Diurnal

An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle

September 13, 2025

AI’s Seven Deadly Sins

An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.

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.