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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 2028 Global Intelligence Crisis: A Thought Exercise in Financial History, from the Future | Feb 23. 2026 | CitriniResearch & Citrini and Alap Shah

> *"What if our AI bullishness continues to be right...and what if that's actually bearish?"* - **Citrini & Alap Shah** (Preface establishing the core thesis) > *"A single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea."* - **Citrini** (Describing the disconnect between AI productivity and…

Feb 23, 2026·AI
The 2028 Global Intelligence Crisis: A Thought Exercise in Financial History, from the Future | Feb 23. 2026 | CitriniResearch & Citrini and Alap Shah

Dealmaking, Disruption, and Real Estate's Recovery | Jon Gray's Market Views Q1 2026 | Blackstone

> *"It’s always sunny somewhere when it comes to investing."* - **Jon Gray** (On finding global opportunities) [00:00:00](https://www.youtube.com/watch?v=0pEgSC6EqKM&t=0s) > *"The economy... has been a battleship. It absorbed liberation day, the government shutdown... and it just kept powering ahead."* - **Jon Gray** (On US economic resilience) [00:00:34](https://www.youtube.com/watch?v=0pEgSC6EqKM&t=34s) >…

Feb 11, 2026·Blackstone
Dealmaking, Disruption, and Real Estate's Recovery | Jon Gray's Market Views Q1 2026 | Blackstone
Source
AIEquityFinance
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Macro / EconomicsMarkets & InvestmentsOutlookPE/VCReport, Blogs & InsightsSubstack

The 2028 Global Intelligence Crisis: A Thought Exercise in Financial History, from the Future | Feb 23. 2026 | CitriniResearch & Citrini and Alap Shah

"What if our AI bullishness continues to be right...and what if that's actually bearish?" - Citrini & Alap Shah (Preface establishing the core thesis)

"A single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea." - Citrini (Describing the disconnect between AI productivity and…

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UJ
Feb 23, 2026
Source
BlackstoneFinanceInvesting
+55 more tags
Markets & Investments
Technology
Outlook
PE/VC
PEVC
Podcast

Dealmaking, Disruption, and Real Estate's Recovery | Jon Gray's Market Views Q1 2026 | Blackstone

"It’s always sunny somewhere when it comes to investing." - Jon Gray (On finding global opportunities) 00:00:00

"The economy... has been a battleship. It absorbed liberation day, the government shutdown... and it just kept powering ahead." - Jon Gray (On US economic resilience) 00:00:34

…

View Full Article
UJ
Feb 11, 2026