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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 2 of 2

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

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

Tech x VC · Global · Showing 2 of 2

The 2026 Global Intelligence Crisis (24 Feb 2026) | Global Macro Strategy | Frank Flight | Citadel

Summary > "The current debate around artificial intelligence conflates the recursive potential of the technology with expectations of recursive economic deployment." - Frank Flight (On the fallacy of exponential adoption) [Section: Recursive Technology ≠ Recursive Adoption] > "If the marginal cost of compute rises above the marginal cost of human labor for certain tasks, substitution will not occur, creating a…

Feb 26, 2026·AI
The 2026 Global Intelligence Crisis (24 Feb 2026) | Global Macro Strategy | Frank Flight | Citadel

https://www.citadelsecurities.com/news-and-insights/infl-ai-tion-risks/?utm_source=li&utm_medium=social&utm_campaign=usmacro

The report **"Infl-AI-tion Risks"** by Frank Flight, a Macro Strategist at Citadel Securities, argues that while markets are currently fixated on the deflationary potential of AI (labor displacement), the actual near-term risk is **higher-than-expected inflation**. Citadel offers "conceptual pushback" to the popular narrative that AI will quickly lower costs, highlighting several factors that are instead driving…

Feb 22, 2026·Citadel
https://www.citadelsecurities.com/news-and-insights/infl-ai-tion-risks/?utm_source=li&utm_medium=social&utm_campaign=usmacro
Source
AIBlog / ArticleCitadel
+88 more tags
FinanceMacro / EconomicsMacrosMonetary PolicyPE/VCReportReport, Blogs & InsightsTechnology

The 2026 Global Intelligence Crisis (24 Feb 2026) | Global Macro Strategy | Frank Flight | Citadel

Summary

"The current debate around artificial intelligence conflates the recursive potential of the technology with expectations of recursive economic deployment." - Frank Flight (On the fallacy of exponential adoption) [Section: Recursive Technology ≠ Recursive Adoption]

"If the marginal cost of compute rises above the marginal cost of human labor for certain tasks, substitution will not occur, creating a…

View Full Article
UJ
Feb 26, 2026
Source
CitadelMacroInflation
+5
5 more tags
Report, Blogs & InsightsMacro / EconomicsTechnologyMonetary PolicyAI

https://www.citadelsecurities.com/news-and-insights/infl-ai-tion-risks/?utm_source=li&utm_medium=social&utm_campaign=usmacro

The report "Infl-AI-tion Risks" by Frank Flight, a Macro Strategist at Citadel Securities, argues that while markets are currently fixated on the deflationary potential of AI (labor displacement), the actual near-term risk is higher-than-expected inflation.

Citadel offers "conceptual pushback" to the popular narrative that AI will quickly lower costs, highlighting several factors that are instead driving…

View Full Article
UJ
Feb 22, 2026