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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 14 of 14

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

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

Tech x VC · Global · Showing 14 of 14

Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World | 20VC with Harry Stebbings

> "If there is not a remarkable product all the go to marketing distribution in the world will not save you." - **Gokul Rajaram** [[00:01:52](https://youtu.be/6ctOnY1WmBw?si=PGwuE7PlRPCJn3Nw&t=0h1m52s)] > "You cannot be a single product company... Your product number two needs to emanate very naturally it can't be like this completely separate product." - **Gokul Rajaram**…

Mar 21, 2026·AI
Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World | 20VC with Harry Stebbings

Why China Breaks Western Playbooks — And What It Takes to Win | CNBC International

> "The number one thing that you will see is how little loyalty chinese consumers are because of the brands and how fast they innovate and how quickly they push things out." - **Expert Analyst** [[00:00:51](https://youtu.be/hOdRJ7LTEmU?si=SgnqjvVov5jL1aME&t=0h0m51s)] > "It's a completely different way of operating and selling to consumers in china today than it is in other countries." - **CNBC Correspondent**…

Mar 21, 2026
·China
Why China Breaks Western Playbooks — And What It Takes to Win | CNBC International

Navigating an AI-Driven Market w/ François Rochon | Constellation Software, Kinsale Capital, & LVMH | We Study Billionaires

> "it is a revolution in some ways probably as important as the internet 30 years ago" - **Francois Rochon** [[00:06:07](https://youtu.be/P_-vRg1QnU0?si=ELc9jkR_jXxLUPDX&t=0h6m7s)] > "i would not let the market decide how much the companies are worth because it wouldn't be less listed on the stock market... I let the companies own uh really indicate to me what they're worth" - **Francois Rochon**…

Mar 21, 2026·AI
Navigating an AI-Driven Market w/ François Rochon | Constellation Software, Kinsale Capital, & LVMH | We Study Billionaires

We Have Learned Nothing | March 2026 | Jerry Neumann | Colossus

Read the entire article @ [Colossus](https://colossus.com/article/we-have-learned-nothing-startup-pundits/) > "Any method for building a startup, once widely known, causes founders to converge on the same answers." - **Jerry Neumann** > "I shall not dare to think myself a true Naturalist till my skill can make my garden yield better herbs and flowers." - **Robert Boyle**

Mar 20, 2026·AI
We Have Learned Nothing | March 2026 | Jerry Neumann | Colossus

The Best Career Advice You’ll Ever Hear | Bill Gurley

> "In any role in any field, be the most AI-enabled version of yourself you can possibly be... if there are 40 people in your org all doing the same thing and you understand how AI affects that role more than the rest of them, you're not getting laid off." — **Bill Gurley** [[00:00:11]](https://www.youtube.com/watch?v=krSyAhwzwHk&t=0h0m11s) > "I had this mental exercise... I said to myself, do I see myself here 30…

Mar 15, 2026·AI
The Best Career Advice You’ll Ever Hear | Bill Gurley

https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/six-breakthrough-business-models-reshaping-global-growth?hsid=b5b2fbbf-347c-42d0-8316-ff9969b67d38

*Six business models piloted in Asia offer lessons for global leaders in any market—and just might be the key to the next wave of sustainable growth. | March 4, 2026 | Mckinsey & Co*

Mar 14, 2026·Business Models
https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/six-breakthrough-business-models-reshaping-global-growth?hsid=b5b2fbbf-347c-42d0-8316-ff9969b67d38

How Roger Federer Works. | Founders Podcast

**1. The Person & The Source Material** **The Person:** Roger Federer, historically dominant professional tennis player, billionaire athlete, and highly disciplined sports entrepreneur. **The Source Material:** *The Master: The Long Run and Beautiful Game of Roger Federer* by Christopher Clarey. (The host also heavily draws upon Federer’s recent Dartmouth commencement address).

Feb 24, 2026·Biographical
How Roger Federer Works. | Founders Podcast

Chips ahoy - The Semiconductor | 250 Years of US Innovation | Issue 5 | UBS

> "**It was the government that created the large demand that facilitated mass production of the microchip.**" - Fred Kaplan, author of *1959: The Year Everything Changed* (Discussing the role of the US Department of Defense in early microchip adoption) > "Before Silicon Valley became today's hub, or central processing unit, for technology, there were numerous foundational discoveries dotting the US landscape…

Feb 22, 2026·AI
Chips ahoy - The Semiconductor | 250 Years of US Innovation | Issue 5 | UBS

https://x.com/ai_for_success/status/2023288852065169868?s=20

*The Hyperbolic Arc of Civilization*

Feb 16, 2026·History
https://x.com/ai_for_success/status/2023288852065169868?s=20

“Kurzweil Curve” | TIME - # 2045: The Year Man Becomes Immortal

Kurzweil describes his *[Law of Accelerating Returns](https://en.wikipedia.org/wiki/Law_of_Accelerating_Returns)*, which predicts an exponential increase in technologies like [computers](https://en.wikipedia.org/wiki/Computer), [genetics](https://en.wikipedia.org/wiki/Genetics), [nanotechnology](https://en.wikipedia.org/wiki/Nanotechnology), [robotics](https://en.wikipedia.org/wiki/Robotics) and [artificial…

Feb 16, 2026·AI
“Kurzweil Curve” | TIME  - # 2045: The Year Man Becomes Immortal

Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF | Money Maze Podcast

> **"Risk was always the first thing that mattered... I love George Soros's definition... which was: 'Not knowing what you're doing.'"** — *Sir Chris Hohn* (Defining his investment philosophy) [[01:57]](https://www.youtube.com/watch?v=wPNs8DZ0FvE&t=117s) > **"I hate competition. Competition erodes your profits and maybe you don't make any money at all... Competition and disruption are the whole thing."** — *Sir…

Feb 16, 2026·Biographical
Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF | Money Maze Podcast

Sir Chris Hohn (TCI Fund) | Podcast | In Good Company | Norges Bank Investment Management

> **"Competition kills profits. That’s as simple as that. Substitution eliminates your business."** — Chris Hohn (Discussing the importance of moats) [[02:32]](https://youtu.be/M01NZc2QlDk?t=152) > **"Growth without barriers to entry is not a combination that you want. You can have profitless growth. The airline industry over a hundred years has had a lot of growth... but airlines as a business cumulatively and…

Feb 15, 2026·Biographical
Sir Chris Hohn (TCI Fund)  | Podcast | In Good Company | Norges Bank Investment Management

Where Does Growth Come From? | Clayton Christensen | 09 Aug 2016 | Talks at Google

> *"A theory is a statement of causality. It's a statement of what causes what and why and when you think about it in those terms you as technologists or managers are voracious consumers of theory."* - **Clayton Christensen** (On why management theory is practical for technologists) [00:03:19](https://www.youtube.com/watch?v=rHdS_4GsKmg&t=199s) > *"Understanding the customer is the wrong unit of analysis...…

Feb 15, 2026·AI
Where Does Growth Come From? | Clayton Christensen | 09 Aug 2016 | Talks at Google

Fundamentals Still Matter: Lone Pine’s David Craver | Goldman Sachs

> *"It's not a bubble when everybody thinks it's a bubble. It's going to be a bubble when we get to the other side of this."* — **David Craver** [12:48](https://www.youtube.com/watch?v=WGpWLg9KTlY&t=768s) (Discussing AI market sentiment) > *"I used to be able to read a press release and tell you what the stock was going to do the next day. And that is no longer the case."* — **David Craver**…

Feb 11, 2026·AI
Fundamentals Still Matter: Lone Pine’s David Craver | Goldman Sachs
Source
AIFinanceFounders
+66 more tags
LearningMarkets & InvestmentsPE/VCPodcastStartupsTechnology

Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World | 20VC with Harry Stebbings

"If there is not a remarkable product all the go to marketing distribution in the world will not save you." - Gokul Rajaram [00:01:52]

"You cannot be a single product company... Your product number two needs to emanate very naturally it can't be like this completely separate product." - Gokul Rajaram…

View Full Article
UJ
Mar 21, 2026
Source
ChinaFinanceGeopolitics
+66 more tags
Learning
Source
AIall-in-podcastEquity
+1010 more tags
Finance
Source
AIArticleBlog / Article
+10
Source
AIBill GurleyBiographical
+1010 more tags
Career Guidance
Source
Business Models
Source
BiographicalDavid SenraFounders Podcast
+77 more tags
Knowledge Bytes
Source
AIFinanceGeopolitics
Source
HistoryDeep TechNugget
+77 more tags
Source
AIFinanceKnowledge Bytes
+66 more tags
Source
BiographicalEquityFinance
+99 more tags
Investing
Source
BiographicalEquityFinance
+99 more tags
In Good Company
Source
AIBiographicalFinance
+88 more tags
Knowledge Byte
Source
AIEquityGoldman Sachs
+99 more tags
Investing
Markets & Investments
PE/VC
Playbook
Podcast
US / West

Why China Breaks Western Playbooks — And What It Takes to Win | CNBC International

"The number one thing that you will see is how little loyalty chinese consumers are because of the brands and how fast they innovate and how quickly they push things out." - Expert Analyst [00:00:51]

"It's a completely different way of operating and selling to consumers in china today than it is in other countries." - CNBC Correspondent…

View Full Article
UJ
Mar 21, 2026
Investing
Leaders, Investors & Entrepreneurs
Learning
Markets & Investments
PE/VC
Podcast
Self-Development
Technology
We Study Billionaires

Navigating an AI-Driven Market w/ François Rochon | Constellation Software, Kinsale Capital, & LVMH | We Study Billionaires

"it is a revolution in some ways probably as important as the internet 30 years ago" - Francois Rochon [00:06:07]

"i would not let the market decide how much the companies are worth because it wouldn't be less listed on the stock market... I let the companies own uh really indicate to me what they're worth" - Francois Rochon…

View Full Article
UJ
Mar 21, 2026
10 more tags
ConceptsEntrepreneurshipFoundersLearningMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsStartupsTechnology

We Have Learned Nothing | March 2026 | Jerry Neumann | Colossus

Read the entire article @ Colossus

"Any method for building a startup, once widely known, causes founders to converge on the same answers." - Jerry Neumann

"I shall not dare to think myself a true Naturalist till my skill can make my garden yield better herbs and flowers." - Robert Boyle

View Full Article
UJ
Mar 20, 2026
Finance
Knowledge Bytes
Leaders, Investors & Entrepreneurs
Learning
Markets & Investments
PE/VC
Podcast
Self-Development
Technology

The Best Career Advice You’ll Ever Hear | Bill Gurley

"In any role in any field, be the most AI-enabled version of yourself you can possibly be... if there are 40 people in your org all doing the same thing and you understand how AI affects that role more than the rest of them, you're not getting laid off." — Bill Gurley [00:00:11](https://www.youtube.com/watch?v=krSyAhwzwHk&t=0h0m11s)

"I had this mental exercise... I said to myself, do I see myself here 30…

View Full Article
UJ
Mar 15, 2026
Mckinsey
Consulting
+99 more tags
ManagementLearningBlog / ArticleReportReport, Blogs & InsightsTechnologyMarkets & InvestmentsAIPE/VC

https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/six-breakthrough-business-models-reshaping-global-growth?hsid=b5b2fbbf-347c-42d0-8316-ff9969b67d38

Six business models piloted in Asia offer lessons for global leaders in any market—and just might be the key to the next wave of sustainable growth. | March 4, 2026 | Mckinsey & Co

View Full Article
UJ
Mar 14, 2026
Leaders, Investors & Entrepreneurs
Learning
PE/VC
Podcast
Roger Federer
Self-Development

How Roger Federer Works. | Founders Podcast

1. The Person & The Source Material

The Person: Roger Federer, historically dominant professional tennis player, billionaire athlete, and highly disciplined sports entrepreneur.

The Source Material: The Master: The Long Run and Beautiful Game of Roger Federer by Christopher Clarey. (The host also heavily draws upon Federer’s recent Dartmouth commencement address).

View Full Article
UJ
Feb 24, 2026
+11
11 more tags
Knowledge BytesLearningMacro / EconomicsMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsSemiconductorsTechnologyUS / WestWall Street

Chips ahoy - The Semiconductor | 250 Years of US Innovation | Issue 5 | UBS

"It was the government that created the large demand that facilitated mass production of the microchip." - Fred Kaplan, author of 1959: The Year Everything Changed (Discussing the role of the US Department of Defense in early microchip adoption)

"Before Silicon Valley became today's hub, or central processing unit, for technology, there were numerous foundational discoveries dotting the US landscape…

View Full Article
UJ
Feb 22, 2026
LearningAIKnowledge ByteFinanceTechnologyKnowledge BytesPE/VC

https://x.com/ai_for_success/status/2023288852065169868?s=20

The Hyperbolic Arc of Civilization

View Full Article
UJ
Feb 16, 2026
LearningNuggetPE/VCReport, Blogs & InsightsTechTechnology

“Kurzweil Curve” | TIME - # 2045: The Year Man Becomes Immortal

Kurzweil describes his Law of Accelerating Returns, which predicts an exponential increase in technologies like computers, genetics, nanotechnology, robotics and [artificial…

View Full Article
UJ
Feb 16, 2026
Leaders, Investors & Entrepreneurs
Learning
Markets & Investments
Money Maze Podcast
PE/VC
Podcast
Self-Development
TCI Fund

Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF | Money Maze Podcast

"Risk was always the first thing that mattered... I love George Soros's definition... which was: 'Not knowing what you're doing.'" — Sir Chris Hohn (Defining his investment philosophy) [01:57](https://www.youtube.com/watch?v=wPNs8DZ0FvE&t=117s)

"I hate competition. Competition erodes your profits and maybe you don't make any money at all... Competition and disruption are the whole thing." — *Sir…

View Full Article
UJ
Feb 16, 2026
Investing
Leaders, Investors & Entrepreneurs
Learning
Markets & Investments
PE/VC
Podcast
Self-Development
TCI Fund

Sir Chris Hohn (TCI Fund) | Podcast | In Good Company | Norges Bank Investment Management

"Competition kills profits. That’s as simple as that. Substitution eliminates your business." — Chris Hohn (Discussing the importance of moats) [02:32](https://youtu.be/M01NZc2QlDk?t=152)

**"Growth without barriers to entry is not a combination that you want. You can have profitless growth. The airline industry over a hundred years has had a lot of growth... but airlines as a business cumulatively and…

View Full Article
UJ
Feb 15, 2026
Knowledge Bytes
Leaders, Investors & Entrepreneurs
Learning
PE/VC
Podcast
Self-Development
Technology

Where Does Growth Come From? | Clayton Christensen | 09 Aug 2016 | Talks at Google

"A theory is a statement of causality. It's a statement of what causes what and why and when you think about it in those terms you as technologists or managers are voracious consumers of theory." - Clayton Christensen (On why management theory is practical for technologists) 00:03:19

*"Understanding the customer is the wrong unit of analysis...…

View Full Article
UJ
Feb 15, 2026
Investors
Leaders, Investors & Entrepreneurs
Learning
Lone Pine Capital
Macros
Markets & Investments
Podcast
Technology

Fundamentals Still Matter: Lone Pine’s David Craver | Goldman Sachs

"It's not a bubble when everybody thinks it's a bubble. It's going to be a bubble when we get to the other side of this." — David Craver 12:48 (Discussing AI market sentiment)

"I used to be able to read a press release and tell you what the stock was going to do the next day. And that is no longer the case." — David Craver…

View Full Article
UJ
Feb 11, 2026