Geninnov

Transformer Math

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 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.

The World of Zero Visibility

A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each

December 6, 2025

The Collapse of 'Cannot': When Models Break Intuitions

From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality

November 8, 2025

Nothing Is Given: Of China’s Open-Source Tsunami

A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.

The LLM’s Schrödinger Issue

The revolution isn’t just in AI’s answers, but in its process — decoding its workings could ignite breakthroughs across every science

From Structure to Fluidity: The Math of Meaning

How structured logic, human assumptions, and the idea of “understanding” itself are dissolving in the transformer age

February 11, 2025

Outsiders vs Insiders: Where to Expect the Unexpected

Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.

December 10, 2024

Bah, Humbug! A Christmas Quiz for the GenAI Skeptics

A note for the new year, when next time you are made to doubt the GenAI

November 3, 2024

AI and Predictions: Coin Tosses, Elections and Financial Markets

AIs cannot predict elections, and also markets. GenAIs use cases are more in analysis and potentialities than in final predictions

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.