Geninnov

Technology

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

September 7, 2025

Notionality of the Nominal Flood

A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

September 2, 2025

We All Need Our Own 007's

Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization

August 15, 2025

Go Figure: A Field Guide to Market Oddities

A breezy yet pointed tour of market oddities, where identical facts spawn wildly different valuations, forecasts, and narratives.

August 11, 2025

Hallucinations: History, Hype, and Hard Truths

GPT-5 ups the accuracy stakes; managing hallucinations remains a team sport

U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity

When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.

Articles on innovation

Our Latest Articles

December 19, 2025

It’s Not You, It’s Us.

A Year-End Note on Why We Write

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

December 6, 2025

The Collapse of 'Cannot': When Models Break Intuitions

From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality