Geninnov

The Fourth Macro Sector

October 4, 2026

A Glossary of Our Worldview

The terms we coined, the arguments we keep making, and the questions we still brood over, collected in one place for anyone who walked in midway.

August 26, 2026

100 Signs of Silicon Shock

We are in the midst of fast-widening, macro-affecting price and shortage shocks being underestimated by both optimists and pessimists

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.

Articles on innovation

Our Latest Articles

October 24, 2026

Big Theme: Quantity Ahoy

AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.

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 16, 2026

Blue Skies Above the Haze

While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.