Geninnov

Hardware/Software Flip

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.

The Second Death of SaaS

The moment software started bundling the hardware beneath it, it inherited a BOM and gross margin, and everything that follows from them

Profits Without Precedent, Valuations Without Logic

Samsung’s numbers showed how easily markets normalize the bizarre. We are left to draw a handful of behavioral lessons, of whatever worth.

January 11, 2026

Chip Design: Hardware’s Software

In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware

Sidharth Mishra

September 26, 2025

Robotics Investments: More Than a Brain

Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.

September 7, 2025

Notionality of the Nominal Flood

A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

August 20, 2025

The Strategic Calculus of AI: Returns Beyond ROI

GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

The End of Software’s Golden Age

Two tables reveal what history-quoters fatally miss in their rearview take on software success.

January 30, 2025

When Facts Change, We Change Our Justifications: The DeepSeek Revelation

Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.

October 29, 2024

With Malice Towards One and All... Skeptics in the Age of AI

From Morgan Stanley's memory to Sequoia's question, and Apple's damnation, we address AI skepticism Khushwant Singh style this Diwali

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.