Geninnov

Silicon Shock

Of Pejorations and Perjurations

It's an understandable piece: It's an honest audit of where I may be wrong

Big Theme: Token Inequality

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

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.

The Customisation Paradox

From whirring Macs to lobster farms to reinvented silicon: the world's hunger for bespoke intelligence is a demand story nobody is properly telling

January 11, 2026

Chip Design: Hardware’s Software

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

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

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.

Software’s Tollbooths

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

Of Pejorations and Perjurations

It's an understandable piece: It's an honest audit of where I may be wrong