Geninnov

The Fourth Macro Sector

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.

Of Pejorations and Perjurations

It's an understandable piece: It's an honest audit of where I may be wrong

Five Certainties in the AI Storm: Beyond Hope and Hype

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

February 24, 2026

AI Is Going To Be Our Economics. AI Is Going To Be Our Politics

Machines will not just change what we produce or consume. They will change what we argue about. Permanently.

January 11, 2026

Chip Design: Hardware’s Software

In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware

Sidharth Mishra

September 26, 2025

Robotics Investments: More Than a Brain

Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.

September 18, 2025

AI’s Seven Redeeming Virtues

After our Sins essay, the predicted counter. It may be less compulsively readable, but its perspective is more necessary for its rarity

September 13, 2025

AI’s Seven Deadly Sins

An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.

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

August 20, 2025

The Strategic Calculus of AI: Returns Beyond ROI

GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

Articles on innovation

Our Latest Articles

Two Sides of the Coin

A season of games. Some played well, some badly, all of them in plain sight.

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

Silicon Shock: The Macro of Tech Inflation

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout