Geninnov

Technology

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.

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 12, 2026

The Frontier Express: When Samsung Gets Money

A resource-rich Samsung is pushing innovation in directions only it can take, and the pressure is landing on TSMC, Nvidia, and SK Hynix

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

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