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

September 10, 2026

2027 Theme: Memory by Design

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

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 30, 2026

The earnings number that moves the stock is increasingly the one nobody can quite show you.