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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

Coatue: Chart of the Day (06.30.2026)

_Coatue: Codex adoption has broadened from engineering into nearly every function across OpenAI. Is this a predictor for the rest of the enterprise world?_

Jul 3, 2026·AI
Coatue: Chart of the Day (06.30.2026)

Software Hit by Double Whammy (16 Jun 2026) | Torsten Slok's The Daily Spark | Apollo

_1. Sources: PitchBook LCD, Apollo Chief Economist, 2. Note: SaaS firms deliver cloud-based software with recurring subscription revenues. Series shows stock of loans outstanding (USD bn) at year-end. Sources: Bank for International Settlements (BIS) Markets recalibrate amid shifting currents, Apollo Chief Economist, 3. **RR = Recurring Revenue. Sources: S&P Ratings, Apollo Chief Economist_ > Apollo: Many software…

Jun 18, 2026·Apollo
Software Hit by Double Whammy (16 Jun 2026) | Torsten Slok's The Daily Spark | Apollo

Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build. | 17 Jun 2026 | Coatue & Outcast VC

Coatue & Outcast VC : **Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build.** The Talent Mobility Index tracks how freely top tech talent can move in a given year, blending hiring, job change, and AI funding data into a single score. The AI labs concentrated the best builders in the world and created extraordinary success. Now, as that success…

Jun 17, 2026·Chart
Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build. | 17 Jun 2026 | Coatue & Outcast VC

China’s humanoid robot edge | Mckinsey & Co

> June 10, 2026: Humanoid robots are approaching an inflection point, and their path from prototypes to real-world deployment is accelerating. How the supply chain matures will shape the pace and economics of humanoid deployment over the next decade. What makes the supply chain picture distinctive is the mismatch between where value concentrates and where the supplier ecosystem is ready for high-volume production,…

Jun 14, 2026·Chart
China’s humanoid robot edge | Mckinsey & Co

https://www.capitalgroup.com/pcs/insights/articles/how-survived-23-market-shocks-35-years-investing.html

*Market Disturbances and Performance*

Mar 1, 2026·Investing
https://www.capitalgroup.com/pcs/insights/articles/how-survived-23-market-shocks-35-years-investing.html
Source
AIChartPE/VC

Coatue: Chart of the Day (06.30.2026)

Coatue: Codex adoption has broadened from engineering into nearly every function across OpenAI. Is this a predictor for the rest of the enterprise world?

View Full Article
UJ
Jul 3, 2026
Source
ApolloChart
Source
ChartPE/VCTechnology

Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build. | 17 Jun 2026 | Coatue & Outcast VC

Source
ChartMckinsey & CoTechnology

China’s humanoid robot edge | Mckinsey & Co

June 10, 2026: Humanoid robots are approaching an inflection point, and their path from prototypes to real-world deployment is accelerating. How the supply chain matures will shape the pace and economics of humanoid deployment over the next decade. What makes the supply chain picture distinctive is the mismatch between where value concentrates and where the supplier ecosystem is ready for high-volume production,…

Source
InvestingChartPE/VC
Technology

Software Hit by Double Whammy (16 Jun 2026) | Torsten Slok's The Daily Spark | Apollo

1. Sources: PitchBook LCD, Apollo Chief Economist, 2. Note: SaaS firms deliver cloud-based software with recurring subscription revenues. Series shows stock of loans outstanding (USD bn) at year-end. Sources: Bank for International Settlements (BIS) Markets recalibrate amid shifting currents, Apollo Chief Economist, 3. **RR = Recurring Revenue. Sources: S&P Ratings, Apollo Chief Economist

Apollo: Many software…

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UJ
Jun 18, 2026

Coatue & Outcast VC : Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build.

The Talent Mobility Index tracks how freely top tech talent can move in a given year, blending hiring, job change, and AI funding data into a single score.

The AI labs concentrated the best builders in the world and created extraordinary success. Now, as that success…

View Full Article
UJ
Jun 17, 2026
View Full Article
UJ
Jun 14, 2026
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https://www.capitalgroup.com/pcs/insights/articles/how-survived-23-market-shocks-35-years-investing.html

Market Disturbances and Performance

View Full Article
UJ
Mar 1, 2026