Geninnov

Token Inequality

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

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.

Introducing GenInnov’s Proprietary Risk Management Tool

Innovation of our own: a GenAI tool to retire risk practices that force benchmark-hugging in long-only investing. Videos, simulation, formal papers

Time for Samsung and SK Hynix to Speak Up

Memory makers are on course to be global villains; Seoul must master communication before it is too late