Geninnov

Silicon Shock

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

November 15, 2026

Our Overworked World

A founder fell, emails died, and planes stood still. The real story: infra that creaked pre-agents now carries exponentially heavier workloads.

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