Geninnov

Consumer Electronics

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

Goliath’s World and the Encroachment Imperative

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

Optical Rivalries: Where One Tech Must Lose for the Other to Win

The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives

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