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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 4 of 4

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

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

Tech x VC · Global · Showing 4 of 4

At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

> McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just **4% of the world's population**, the US produces **26% of GDP**, **27% of research & development**, and has **59 of the world's 100 most valuable firms**. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…

Mar 15, 2026·AI
At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

Will AI Lead to a Productivity Boom AND an Economic and Market Crash? (Feb 27, 2026) | Carson Group

Excerpt: > Productivity growth is essentially the sum of “real” or inflation-adjusted wage growth and margin expansion. In other words, companies can pass through productivity gains to workers (in the form of higher wages) or they can take it all and boost profit margins (which will reduce worker’s share of total income). Expanding margins will also show up as inflation and drive real wages lower (since real wage…

Mar 2, 2026
·AI
Will AI Lead to a Productivity Boom AND an Economic and Market Crash? (Feb 27, 2026) | Carson Group

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

https://x.com/zerohedge/status/2018146662170927159?s=20

*'What's working in 2026? What worked in 2025' - [ZeroHedge](https://x.com/zerohedge/status/2018146662170927159)*

Feb 2, 2026·Investing
https://x.com/zerohedge/status/2018146662170927159?s=20
Source
AIFinanceGeopolitics
+1010 more tags
MacroMacro / EconomicsMckinseyMonetary PolicyReportReport, Blogs & InsightsTechnologyUS / West

At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just 4% of the world's population, the US produces 26% of GDP, 27% of research & development, and has 59 of the world's 100 most valuable firms. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…

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UJ
Mar 15, 2026
Source
AIBlog / ArticleEconomcis
Source
CitadelMacroInflation
Source
InvestingAIEquities
+77 more tags
USA
Wall Street
+6
6 more tags
MacroMacro / EconomicsMonetary PolicyProductivityReport, Blogs & InsightsTechnology

Will AI Lead to a Productivity Boom AND an Economic and Market Crash? (Feb 27, 2026) | Carson Group

Excerpt:

Productivity growth is essentially the sum of “real” or inflation-adjusted wage growth and margin expansion. In other words, companies can pass through productivity gains to workers (in the form of higher wages) or they can take it all and boost profit margins (which will reduce worker’s share of total income). Expanding margins will also show up as inflation and drive real wages lower (since real wage…

View Full Article
UJ
Mar 2, 2026
+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
MacroFinanceTechnologyReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsPE/VC

https://x.com/zerohedge/status/2018146662170927159?s=20

'What's working in 2026? What worked in 2025' - ZeroHedge

View Full Article
UJ
Feb 2, 2026