Geninnov

Consumer Electronics

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

January 3, 2026

Silicon Shock: The Big ‘26 Theme

AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.

Apple’s Einsteinian Myopia: Why the Pursuit of Perfection is Leading to Stagnation

WWDC has broader implications beyond Apple with further stagnation in Edge Computing

September 24, 2024

Dear Warren - We Have a Stock For You

A deep value, large cap, quality stock in tech space

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.