Geninnov

Old AI vs. New AI

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.

December 6, 2025

The Collapse of 'Cannot': When Models Break Intuitions

From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality

November 8, 2025

Nothing Is Given: Of China’s Open-Source Tsunami

A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.

October 15, 2025

Four Sayings and a Diurnal

An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle

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.

August 11, 2025

Hallucinations: History, Hype, and Hard Truths

GPT-5 ups the accuracy stakes; managing hallucinations remains a team sport

Keeping Up with Tech When Words Begin to Fail

A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed

NVIDIA’s Changing Moats as AI Turns Personal

As how we use AI changes, so do what matters most in the underlying hardware. Somehow, NVIDIA's leads even when it is not about FLOPs

From Structure to Fluidity: The Math of Meaning

How structured logic, human assumptions, and the idea of “understanding” itself are dissolving in the transformer age

The Transformer Tsunami: How New Tech is Swallowing the Old

Transformers need a fresh start to shine, but big players can’t afford it. Meanwhile, old tech gets gobbled up

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.