Geninnov

Inflationary Tech

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.

August 26, 2026

100 Signs of Silicon Shock

We are in the midst of fast-widening, macro-affecting price and shortage shocks being underestimated by both optimists and pessimists

August 18, 2026

Business of Business Is Business

On the presumptions we hold about corporate decision-making, and the evidence pointing the other way.

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

Time for Samsung and SK Hynix to Speak Up

Memory makers are on course to be global villains; Seoul must master communication before it is too late

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

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

Silicon Shock: The Macro of Tech Inflation

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout

Software’s Tollbooths

Software companies have started a new revenue stream by charging for agentic access. The implications are not all obvious

Big Theme: Token Inequality

A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences

Articles on innovation

Our Latest Articles

November 9, 2026

Know Thy Pessimists

Markets have turned into a protest against new intelligence. The marchers share only a chant. Parsing pessimism for a better guide to risks and opportunities.

November 1, 2026

Where Every Day Is Results Day

Notes on the devolution of the fundamental investor and how Asia's largest stocks have turned the world's US after-hours proxy

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.