Geninnov

Macro Policies

Tracking macro shifts in global power, trade dynamics, and policy-driven innovation.

Of a World That Cannot Afford the Wealth Destruction Aftermath

The rising cost of equity (or falling valuations) is far more important than falling cost of risk-free debt

Articles on innovation

Our Latest Articles

Is DRAM at a Permanently Higher Plateau?

A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it

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

Scale vs Skill: Time to Re-learn Emergence

The model-making opt-out costs are steep and already visible. The agentic opt-outs will cost far more if the lessons go unheeded.