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

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

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.