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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 5 of 5

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 5 of 5

Venture Capital During the AI Revolution: Masters in Business with Mamoon Hamid | 3 Jul 2026 | Masters in Business

- > "The file that you always needed was somewhere else and this made so much sense to me... large companies will move from file servers in their data centers or wherever in their buildings into files that now reside in the cloud A and they're willing to pay for it." - **Mamoon Hamid** [[00:10:52](https://youtu.be/xv0cs4WyaHw?si=tyBjRRh7RqRgsK6Y&t=0h10m52s)] - > "Technology has the ability to democratize access to…

Jul 6, 2026·Bloomberg
Venture Capital During the AI Revolution: Masters in Business with Mamoon Hamid | 3 Jul 2026 | Masters in Business

Baidu's CFO on How It Became a Full-Stack AI Player | 29 Jun 2026 | Odd Lots

- > "The entire AI has been shifting from infrastructure to applications and from model to agents." - **Henry Hur** [[00:04:11](https://youtu.be/o5QiW-jvAag?si=UZlpSz5snPrZS3qn&t=0h4m11s)] - > "The unit cost is coming down half in like a few weeks so we need to think about the speed and the cost and output efficiency these three parameters as a package." - **Henry Hur**…

Jun 30, 2026
·AI
Baidu's CFO on How It Became a Full-Stack AI Player | 29 Jun 2026 | Odd Lots

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms (29 Jun 2026) | Odd Lots

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The ongoing Artificial Intelligence boom represents a structural "AI decade" forcing enterprises to pivot from standard software subscription models to usage-based token models. To maximize financial returns on this massive capital buildout, Chief Financial Officers must transition from broad capital constraints to highly strategic allocation, balancing the…

Jun 30, 2026·AI
How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms (29 Jun 2026) | Odd Lots

Bond Traders Weigh Rate Hikes, MTA Threatens to Sue US | 20 Mar 2025 | Real Yield | Bloomberg

> "You can't hit the global economy with a shock of that magnitude and not expect bad things to happen." - **Jeff Currie** [[00:01:13](https://youtu.be/6CKIXo0qaF8?si=Up8TJPoaLY9XFoPW&t=0h1m13s)] > "The 2-year note yield has now poked its head above the Fed funds rate, which is telling you the markets think that interest rates are going to go up." - **Michael McKee**…

Mar 20, 2026·Bloomberg
Bond Traders Weigh Rate Hikes, MTA Threatens to Sue US | 20 Mar 2025 | Real Yield | Bloomberg

Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis | Bloomberg

***Elon Musk**: **“We’ve got two choices: hit the chip wall or make a fab,”** he [said](https://www.bloomberg.com/news/articles/2026-01-28/musk-says-tesla-needs-to-build-terafab-to-manufacture-chips) in late January.* > Bloomberg: “We stand at the cusp of something that is bigger than anything we’ve faced before,” Tim Archer, chief executive officer of chip equipment supplier [Lam Research…

Feb 16, 2026·AI
Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis | Bloomberg
Source
BloombergPE/VCPodcast

Venture Capital During the AI Revolution: Masters in Business with Mamoon Hamid | 3 Jul 2026 | Masters in Business

  • "The file that you always needed was somewhere else and this made so much sense to me... large companies will move from file servers in their data centers or wherever in their buildings into files that now reside in the cloud A and they're willing to pay for it." - Mamoon Hamid [00:10:52]

  • "Technology has the ability to democratize access to…

View Full Article
UJ
Jul 6, 2026
Source
AIBloombergMarkets & Investments
+11 more tag
Podcast
Source
AIBloombergPodcast

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms (29 Jun 2026) | Odd Lots

1. Executive Briefing (TL;DR)

  • The Core Thesis: The ongoing Artificial Intelligence boom represents a structural "AI decade" forcing enterprises to pivot from standard software subscription models to usage-based token models. To maximize financial returns on this massive capital buildout, Chief Financial Officers must transition from broad capital constraints to highly strategic allocation, balancing the…
Source
BloombergCreditFinance
+99 more tags
Fixed Income
Source
AIBloombergChips

Baidu's CFO on How It Became a Full-Stack AI Player | 29 Jun 2026 | Odd Lots

  • "The entire AI has been shifting from infrastructure to applications and from model to agents." - Henry Hur [00:04:11]

  • "The unit cost is coming down half in like a few weeks so we need to think about the speed and the cost and output efficiency these three parameters as a package." - Henry Hur…

View Full Article
UJ
Jun 30, 2026
View Full Article
UJ
Jun 30, 2026
Macro / Economics
Markets & Investments
Monetary Policy
PE/VC
Podcast
Private Credit
Real Yield
US

Bond Traders Weigh Rate Hikes, MTA Threatens to Sue US | 20 Mar 2025 | Real Yield | Bloomberg

"You can't hit the global economy with a shock of that magnitude and not expect bad things to happen." - Jeff Currie [00:01:13]

"The 2-year note yield has now poked its head above the Fed funds rate, which is telling you the markets think that interest rates are going to go up." - Michael McKee…

View Full Article
UJ
Mar 20, 2026
+7
7 more tags
FinanceMarkets & InvestmentsMemoryPE/VCReport, Blogs & InsightsSemiconductorsTechnology

Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis | Bloomberg

Elon Musk: “We’ve got two choices: hit the chip wall or make a fab,” he said in late January.

Bloomberg: “We stand at the cusp of something that is bigger than anything we’ve faced before,” Tim Archer, chief executive officer of chip equipment supplier [Lam Research…

View Full Article
UJ
Feb 16, 2026