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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 6 of 6

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

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

Tech x VC · Global · Showing 6 of 6

https://x.com/RonStoeferle/status/2034214828521230349?s=20

*Goldman Sachs: Asset classes perform amid geopolitical events*

Mar 18, 2026·Goldman Sachs
https://x.com/RonStoeferle/status/2034214828521230349?s=20

https://berkshirehathaway.com/2025ar/2025ar.pdf

*Berkshire’s Performance: Compounded Annual Gain [1965-2025] - 19.7% | Overall Gain [1964-2025] - 6,099,294%*

Mar 2, 2026·Berkshire Hathway
https://berkshirehathaway.com/2025ar/2025ar.pdf

Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers

**1. Macro Themes Driving the Sector** The report identifies three core pillars supporting the mining industry's growth: - **The New Industrial Revolution**: Rapid expansion in AI, electrification, and clean energy storage is creating a "demand boom" for critical minerals.

Feb 24, 2026·Commodities
Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers

Private Bank Study of Wealthy Americans (2024) | Bank of America

Source: [matthew Sigel](https://x.com/matthew_sigel/status/1810310697907109946?s=20) "About $84 trillion is expected to pass from seniors and baby boomers to Gen X, millennials and their heirs through 2045" - BofA -Crypto / digital assets is the 2nd most favored "greatest opportunities for growth" for those 21-43 - Self-identified "Conservative" investors aged 21-43 actually allocated more to crypto than…

Feb 23, 2026·BofA
Private Bank Study of Wealthy Americans (2024) | Bank of America

Unraveling China’s Productivity Paradox | 6 Nov 2025 | Weijian Shan | Gavekal Dragonomics

> "In industries where output can be measured in **physical terms**, a Chinese worker produces **2–3 times** as much physical output as an American one." — **Weijian Shan** (Context: Comparing physical labor productivity in manufacturing) > "Tesla exemplifies this: its **Shanghai workers** are twice as productive but paid **17–18%** as much as their US counterparts in nominal US dollar terms." — **Weijian Shan**…

Feb 14, 2026·China
Unraveling China’s Productivity Paradox |  6 Nov 2025 | Weijian Shan | Gavekal Dragonomics

https://privatebank.jpmorgan.com/nam/en/insights/reports/2026-family-office-report

*Priority Investment Themes #JPMorgan #FamilyOffice #Report*

Feb 4, 2026·Investments
https://privatebank.jpmorgan.com/nam/en/insights/reports/2026-family-office-report
Source
Goldman SachsAssetInvestments
+66 more tags
PE/VCGeopoliticsFinanceReport, Blogs & InsightsMarkets & InvestmentsUS / West

https://x.com/RonStoeferle/status/2034214828521230349?s=20

Goldman Sachs: Asset classes perform amid geopolitical events

View Full Article
UJ
Mar 18, 2026
Source
Berkshire HathwayWarren Buffett
Source
Commodities
Source
BofAFinanceInvestments
Source
ChinaChina FocusedFinance
Source
InvestmentsPEVCReport
Returns
+99 more tags
InvestmentsCharlie MungerBlog / ArticleReportFinanceReport, Blogs & InsightsMarkets & InvestmentsEquityPE/VC

https://berkshirehathaway.com/2025ar/2025ar.pdf

Berkshire’s Performance: Compounded Annual Gain [1965-2025] - 19.7% | Overall Gain [1964-2025] - 6,099,294%

View Full Article
UJ
Mar 2, 2026
Investments
Macro / Economics
+44 more tags
MiningPE/VCReportReport, Blogs & Insights

Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers

1. Macro Themes Driving the Sector

The report identifies three core pillars supporting the mining industry's growth:

  • The New Industrial Revolution: Rapid expansion in AI, electrification, and clean energy storage is creating a "demand boom" for critical minerals.
View Full Article
UJ
Feb 24, 2026
+4
4 more tags
Markets & InvestmentsPE/VCReport, Blogs & InsightsUS

Private Bank Study of Wealthy Americans (2024) | Bank of America

Source: matthew Sigel

"About $84 trillion is expected to pass from seniors and baby boomers to Gen X, millennials and their heirs through 2045" - BofA

-Crypto / digital assets is the 2nd most favored "greatest opportunities for growth" for those 21-43

  • Self-identified "Conservative" investors aged 21-43 actually allocated more to crypto than…
View Full Article
UJ
Feb 23, 2026
+8
8 more tags
Gavekal ResearchGeopoliticsInvestmentsMacrosManufacturingMarkets & InvestmentsPE/VCReport, Blogs & Insights

Unraveling China’s Productivity Paradox | 6 Nov 2025 | Weijian Shan | Gavekal Dragonomics

"In industries where output can be measured in physical terms, a Chinese worker produces 2–3 times as much physical output as an American one." — Weijian Shan (Context: Comparing physical labor productivity in manufacturing)

"Tesla exemplifies this: its Shanghai workers are twice as productive but paid 17–18% as much as their US counterparts in nominal US dollar terms." — Weijian Shan…

View Full Article
UJ
Feb 14, 2026
+4
4 more tags
FinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://privatebank.jpmorgan.com/nam/en/insights/reports/2026-family-office-report

Priority Investment Themes #JPMorgan #FamilyOffice #Report

View Full Article
UJ
Feb 4, 2026