Geninnov

Technology

September 6, 2026

All In A Day's Reading

In a clickbait style: we list ten interesting things we read, with the tenth one being the most interesting

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

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

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

Articles on innovation

Our Latest Articles

September 27, 2026

The Real Loops of Innovation

Ambitious innovation plans abound. This note is about the risks that live between them, and the higher bar of evidence careful investing now needs.

September 21, 2026

Time Value of Everything

Errors of commission get punished and fixed. Errors of delay are turning costlier. The calendar has become the scarcest and the scariest input in tech.

September 15, 2026

Plain Speak on Controls

Freeze every model today. Nobody retrains anything. The hardware improves, the tooling improves, and what the world can do keeps rising anyway.