Geninnov

Inflationary Tech

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

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.

Articles on innovation

Our Latest Articles

Forget Tea Leaves…What Private Jets and Fried Chicken Tell Us About the Next Big Innovation Trade

Why every tech CEO is flying east—and the trillion-dollar investing theme hiding behind their jets.

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