Geninnov

Technology

The Last Polite Monopolist

ASML has all it takes to take on TSMC. The question is will it?

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.

Goliath’s World and the Encroachment Imperative

When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.

Optical Rivalries: Where One Tech Must Lose for the Other to Win

The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives

January 16, 2026

Alibaba: The AI Kingmaker

When the premier model-maker is the top cloud provider, it becomes the backbone of the world's most AI-enthusiastic society.

December 12, 2025

The Most Consequential Business Decision of 2025

Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

November 28, 2025

Tech is Dead as We Know It

All investment rules used for tech investments in last few decades are irrevocably broken

November 19, 2025

Elon, Samsung, and the Swansong

In any Terafab dream, Samsung could be the key to unlocking counterforces against TSMC & SK Hynix's dominances

October 22, 2025

The Cassandra Cascade: On the Industrialization of Fear

History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

October 4, 2025

Memory Deal: You Gotta be Kiddin Me

We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty

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