Geninnov

Technology

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.

Keeping Up with Tech When Words Begin to Fail

A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed

Of Memory and Monopolies: The Market’s Unrecognized Winds of Change

A mega-cap mentionable alongside NVIDIA: triple-digit growth, AI-critical tech, and trading at a mid single-digit P/E (no typo)

Dear Sergey, for AGI, All Google Needs is to Come as One

With nearly 60 AI projects tripping over each other, Google’s AGI dream needs less 60-hour grind and more glue

December 8, 2024

When a Society Finds Its Heroes: Taiwan's Tech Ascendancy

In a region of contrasts, Taiwan’s entrepreneurial spirit and pricing power are reshaping its role - a factor crucial in the high-base affected 2025

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