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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 7 of 7

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

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

Tech x VC · Global · Showing 7 of 7

Eric Schmidt: Singularity's Arrival, 92-Gigawatt Problem & Recursive Self-Improvement Timeline | 241

> "We're 10 or 15% into the impacts of this and you can see it you can feel it..." - **Eric Schmidt** [[00:02:51](https://youtu.be/DpwmmXmzvfo?t=0h2m51s)] > "The belief in San Francisco is this [super intelligence] occurs within two to three years." - **Eric Schmidt** [[00:06:10](https://youtu.be/DpwmmXmzvfo?t=0h6m10s)] > "I kept asking my friends when does the asymptote arrive and when does the curve slow…

Mar 29, 2026·AI
Eric Schmidt: Singularity's Arrival, 92-Gigawatt Problem & Recursive Self-Improvement Timeline | 241

You can’t print molecules | Jeff Currie & James Gutman | Carlyle

*AI Summary & Insights* **Core Thesis** The global economy is colliding with a hard constraint: **you can print money, but you cannot print physical commodities (“molecules”)**. This creates a structural shift where **real assets (energy, metals, commodities)** regain pricing power over financial assets. **Key Arguments**

Mar 26, 2026
·Carlyle
You can’t print molecules | Jeff Currie & James Gutman | Carlyle

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

> "If you do not start using AI regularly you will be out competed by people who do." - **Antonio Gracias** [[00:00:32](https://youtu.be/s4QVoht3YsI?si=hN89Sl8sPRA2xVxK&t=0h0m32s)] > "The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - **Gavin Baker** [[00:06:27](https://youtu.be/s4QVoht3YsI?si=hN89Sl8sPRA2xVxK&t=0h6m27s)] > "The models…

Mar 21, 2026·AI
AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

John Arnold : The World's Greatest Energy Trader on Markets, China, and AI | Invest Like The Best

> "The one big takeaway was just the speed and scale of which they can do things is unlike anything in the world." - **John Arnold** [00:02:03](https://www.youtube.com/watch?v=oB1nMi7t-uo&t=0h2m3s) > "I just loved the battle the puzzle the game of it I would sit there from kind of six in the morning to 6 at night" - **John Arnold** [00:13:45](https://www.youtube.com/watch?v=oB1nMi7t-uo&t=0h13m45s) > "I knew what…

Mar 19, 2026·AI
John Arnold : The World's Greatest Energy Trader on Markets, China, and AI | Invest Like The Best

John Arnold (Centaurus Advisors) on Market Edges, AI Energy Demand & Capital Allocation | iConnections

> "I feel like I earned my MBA there right. You kind of learn more on the way down than when times are good." - **John Arnold** (Reflecting on his early career at Enron through its bankruptcy) [[00:01:16]](https://www.youtube.com/watch?v=15eRYd_-bEk&t=0h1m16s) > "The ability to disconnect from one's emotions... sticking to the process that doesn't mean you don't change your position depending on whether you're…

Feb 25, 2026·AI
John Arnold (Centaurus Advisors) on Market Edges, AI Energy Demand & Capital Allocation | iConnections

The history of oil prices since 1920 #BofA

> "**Price is Right**": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."

Feb 23, 2026·BofA
The history of oil prices since 1920 #BofA

https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

*China is by far the leader in solar, with 834 TWh as of 2024, compared to the US at 303 TWh.*

Feb 6, 2026·Energy
https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence
Source
AICrude Oil & EnergyEnergy
+66 more tags
FinanceMacro / EconomicsPE/VCPodcastTechTechnology

Eric Schmidt: Singularity's Arrival, 92-Gigawatt Problem & Recursive Self-Improvement Timeline | 241

"We're 10 or 15% into the impacts of this and you can see it you can feel it..." - Eric Schmidt [00:02:51]

"The belief in San Francisco is this [super intelligence] occurs within two to three years." - Eric Schmidt [00:06:10]

"I kept asking my friends when does the asymptote arrive and when does the curve slow…

View Full Article
UJ
Mar 29, 2026
Source
CarlyleCommodities
Source
AIDefenceEnergy
+99 more tags
Finance
Source
AIBiographicalChina
+1111 more tags
Commodities
Source
AIBiographicalCentaurus Advisors
+1010 more tags
Commodities
Source
BofAChinaCommodities
+1616 more tags
Source
EnergySolarFinance
Crude Oil & Energy
+1010 more tags
EnergyFinanceJeff CurrieMacro / EconomicsMarkets & InvestmentsPE/VCReal AssetsReportReport, Blogs & InsightsWall Street

You can’t print molecules | Jeff Currie & James Gutman | Carlyle

AI Summary & Insights

Core Thesis The global economy is colliding with a hard constraint: you can print money, but you cannot print physical commodities (“molecules”). This creates a structural shift where real assets (energy, metals, commodities) regain pricing power over financial assets.

Key Arguments

View Full Article
UJ
Mar 26, 2026
Geopolitics
Macro / Economics
PE/VC
Podcast
Tech
Technology
Tesla
US / West

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

"If you do not start using AI regularly you will be out competed by people who do." - Antonio Gracias [00:00:32]

"The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - Gavin Baker [00:06:27]

"The models…

View Full Article
UJ
Mar 21, 2026
Crude Oil & Energy
Electricity
Energy
Finance
Leaders, Investors & Entrepreneurs
Macro / Economics
Markets & Investments
Podcast
Self-Development
Technology

John Arnold : The World's Greatest Energy Trader on Markets, China, and AI | Invest Like The Best

"The one big takeaway was just the speed and scale of which they can do things is unlike anything in the world." - John Arnold 00:02:03

"I just loved the battle the puzzle the game of it I would sit there from kind of six in the morning to 6 at night" - John Arnold 00:13:45

"I knew what…

View Full Article
UJ
Mar 19, 2026
Commodity
Crude Oil & Energy
Energy
John Arnold
Leaders, Investors & Entrepreneurs
Macro / Economics
Podcast
Self-Development
Technology

John Arnold (Centaurus Advisors) on Market Edges, AI Energy Demand & Capital Allocation | iConnections

"I feel like I earned my MBA there right. You kind of learn more on the way down than when times are good." - John Arnold (Reflecting on his early career at Enron through its bankruptcy) [00:01:16](https://www.youtube.com/watch?v=15eRYd_-bEk&t=0h1m16s)

"The ability to disconnect from one's emotions... sticking to the process that doesn't mean you don't change your position depending on whether you're…

View Full Article
UJ
Feb 25, 2026
Crude Oil & EnergyEnergyEquityGeopoliticsGold & SilverHistoryJapanKoreaMacro / EconomicsMarkets & InvestmentsMonetary PolicyOilReport, Blogs & InsightsSemiconductorsUSUS / West

The history of oil prices since 1920 #BofA

"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."

View Full Article
UJ
Feb 23, 2026
+7
7 more tags
GeopoliticsChina FocusedReport, Blogs & InsightsMacro / EconomicsChinaCrude Oil & EnergyPE/VC

https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

China is by far the leader in solar, with 834 TWh as of 2024, compared to the US at 303 TWh.

View Full Article
UJ
Feb 6, 2026