Geninnov

Token Inequality

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.

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

Revisiting the Statistical Parrot

Code ended the doubts on AI capabilities; Mythos may have made AI a need-at-any-price amid the supply crunch

Big Theme: Token Inequality

A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences

Articles on innovation

Our Latest Articles

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

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.

September 27, 2026

The Real Loops of Innovation

Ambitious innovation plans abound. This note is about the risks that live between them, and the higher bar of evidence careful investing now needs.