Nuggets
BookmarksCollections
Sign inCreate account
About UsTerms of usePrivacy policyDisclaimerCopyright & Takedown PolicyCommunity GuidelinesCookie PolicyContact

© 2026 Nuggets

AllMarketsTechDivesLeadershipGeo
All(3,390)MarketsMarket Pulse(774)TechTech x VC(1,161)DivesDeep-Dives(1,033)Leadership(312)GeoGeopolitics(511)
Global(1,078)India(83)
Global(1,078)India(83)
Global(1,078)India(83)

Filters

1 selected

Content format0/6

Subject domain0/8

Subtopic0/18

Source0/8

1 filters applied

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

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 24 of 30

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

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

Tech x VC · Global · Showing 24 of 30

Nothing’s Carl Pei on Building a $1B Smartphone Company and Why He Thinks About Death Every Week | The Generalist

**Executive Summary** > Building a successful hardware challenger in a mature market requires a radical focus on **design-led differentiation** and **emotional brand connection**. **Carl Pei** argues that in a world of homogeneous technology, the goal of **Nothing** is to make tech "fun" again to inspire human creativity and problem-solving. By combining **European design sensibilities** with **Chinese supply chain…

Feb 11, 2026·AI
Nothing’s Carl Pei on Building a $1B Smartphone Company and Why He Thinks About Death Every Week | The Generalist

DoubleLine Round Table Prime 2026: Best Ideas

**Executive Summary** > This roundtable discussion features prominent financial experts—**Jeffrey Gundlach**, **Danielle DiMartino Booth**, **Charles Payne**, **Jim Bianco**, and **David Rosenberg**—sharing their "**best ideas**" for the investment landscape of **2026**. The core thesis revolves around a **shift in the macroeconomic regime**, characterized by **persistent inflation**, **rising long-term interest…

Feb 11, 2026
·Equity
DoubleLine Round Table Prime 2026: Best Ideas

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

https://murphcapital.substack.com/p/2026-vc-predictions-market-map

*What 132 investors expect from 2026 and mapped it into a single framework | Murph Capital – 2026 VC Predictions Market Map*

Feb 11, 2026·PEVC
https://murphcapital.substack.com/p/2026-vc-predictions-market-map

https://x.com/NuttyCLD/status/2016079530512023913?s=20

*One of the most important semiconductor news of the past two years has all been about 'connection' - [@Nutty](https://x.com/NuttyCLD/status/2016079530512023913?s=20)*

Feb 6, 2026·AI
https://x.com/NuttyCLD/status/2016079530512023913?s=20

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

*Lol...The core driver of this deficiency in the US is the immense cost of building anything relative to comparable projects in other countries or eras.*

Feb 6, 2026·China
https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

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

*China has built over 61x more high-speed rail lines than the US. #ContraryResearch*

Feb 6, 2026·PEVC
https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

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

*AI + AV (Autonomous Vehicle) will unfortunately bring disruption in more ways that one*

Feb 6, 2026·PEVC
https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

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

*'While the vast majority of international overseas freight is via ocean freight, domestic freight, in particular, relies heavily on trucking.'*

Feb 6, 2026·Freight
https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

Untitled e81d4d

*Yeah...though it's from ARK, need to take the numbers with a pinch of salt.*

Feb 6, 2026·AI
Untitled e81d4d

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

*'Slowly, slowly....and then suddenly'. In July 2025, Waymo became the first autonomous taxi service to reach 100 million miles driven. #Waymo #Non-Linear*

Feb 6, 2026·Waymo
https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

Untitled e81a59

*Scale of Operating Cashflow (TTM) #TechBehemoths #appeconomyinsights #fiscal.ai*

Feb 6, 2026·AI
Untitled e81a59

https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view

*#Bubbles since 1600s & #AI*

Feb 5, 2026·AI
https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view

https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/?utm_source=substack&utm_medium=email#single0

*Enterprise AI has surged from $1.7B to $37B since 2023, now capturing 6% of the global SaaS market and growing faster than any software category in history.*

Feb 5, 2026·PEVC
https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/?utm_source=substack&utm_medium=email#single0

https://docs.google.com/presentation/d/e/2PACX-1vQkJGQJo5TpYD1wu_ThBkTDf8miGsEeewbxTOsbvAcOz3_zVVC91WHVqTiJCYWXVZ7c_GWm8Vc5pcS3/pub?start=false&loop=false&delayms=3000&slide=id.g38dd8389a1b_0_771

*Markets Update (Nov 2025) by Alex Clayton | Meritech |* For video click [🔗 Link](open.substack.com/pub/meritech/p/2025-meritech-markets-update?utm_campaign=post-expanded-share&utm_medium=web)

Feb 5, 2026·Meritech
https://docs.google.com/presentation/d/e/2PACX-1vQkJGQJo5TpYD1wu_ThBkTDf8miGsEeewbxTOsbvAcOz3_zVVC91WHVqTiJCYWXVZ7c_GWm8Vc5pcS3/pub?start=false&loop=false&delayms=3000&slide=id.g38dd8389a1b_0_771

https://www.felicis.com/insight/market-size-vertical-ai?utm_source=substack&utm_medium=email

Amidst the #SaaSapocalypse... *Vertical Al Opportunities - Market-Size vs Al-Readiness | Felicis Ventures*

Feb 5, 2026·PEVC
https://www.felicis.com/insight/market-size-vertical-ai?utm_source=substack&utm_medium=email

https://www.redpoint.com/ai64/

AI64 - Mapping the Next Generation of Enterprise Software | Redpoint Ventures| Report

Feb 5, 2026·AI
https://www.redpoint.com/ai64/

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

Untitled df0d98

*Lol....Who came up with this term- #SaaSpocalypse ?*

Feb 4, 2026·AI
Untitled df0d98

https://x.com/danshipper/status/2017582828959965647?s=20

*Feelin' it?*

Feb 3, 2026·AI
https://x.com/danshipper/status/2017582828959965647?s=20

https://x.com/MattZeitlin/status/2017027653040001368?s=20

*#Race to the ....?*

Jan 30, 2026·AI
https://x.com/MattZeitlin/status/2017027653040001368?s=20

https://x.com/rywiggs/status/2016893819133075745?s=20

*#AI #Vibeshift #Anthropic #OpenAI* Credits:[#@mercury](https://x.com/mercury)

Jan 30, 2026·AI
https://x.com/rywiggs/status/2016893819133075745?s=20

https://x.com/EconomyApp/status/2017008634535039404?s=20

*[$AAPL](https://x.com/search?q=%24AAPL&src=cashtag_click) just crossed 2.5B active devices.*

Jan 30, 2026·Apple
https://x.com/EconomyApp/status/2017008634535039404?s=20

https://x.com/Nik_Quinn/status/2015804909321383985?s=20

#Consumer #Opportunity #Unicorns #AI

Jan 29, 2026·PEVC
https://x.com/Nik_Quinn/status/2015804909321383985?s=20
Source
AIall-in-podcastBiographical
+88 more tags
FinanceNothingPE/VCPEVCPhonesPodcastTechnologyThe Generalist

Nothing’s Carl Pei on Building a $1B Smartphone Company and Why He Thinks About Death Every Week | The Generalist

Executive Summary > Building a successful hardware challenger in a mature market requires a radical focus on design-led differentiation and emotional brand connection. Carl Pei argues that in a world of homogeneous technology, the goal of Nothing is to make tech "fun" again to inspire human creativity and problem-solving. By combining European design sensibilities with **Chinese supply chain…

View Full Article
UJ
Feb 11, 2026
Source
EquityFinanceFixed Income
+99 more tags
Investing
Source
BlackstoneFinanceInvesting
+55 more tags
Markets & Investments
Source
PEVCAIReport
+55 more tags
Source
AISemiconductors
Source
China
Source
PEVCChinaUSA
Source
PEVCMacrosAV
Source
FreightTruckingTransportation
AIEVAV
+77 more tags
Source
WaymoEVSelf-driving Car
AITechEquity
+55 more tags
Source
AI
Source
PEVCAIReport
Source
Source
PEVCAIReport
+4
Source
AIPEVCRedpoint Ventures
+66 more tags
Source
InvestmentsPEVCReport
AIPEVCFinance
+33 more tags
Source
AIPEVCFinance
+44 more tags
Source
AIEquityPEVC
+55 more tags
Source
AIPEVCFinance
+44 more tags
Source
AppleTechMag7
+88 more tags
Source
PEVCAIFinance
+44 more tags
Macro / Economics
Macros
Markets & Investments
Monetary Policy
Outlook 2026
PE/VC
PEVC
Podcast

DoubleLine Round Table Prime 2026: Best Ideas

Executive Summary

This roundtable discussion features prominent financial experts—Jeffrey Gundlach, Danielle DiMartino Booth, Charles Payne, Jim Bianco, and David Rosenberg—sharing their "best ideas" for the investment landscape of 2026. The core thesis revolves around a shift in the macroeconomic regime, characterized by persistent inflation, **rising long-term interest…

View Full Article
UJ
Feb 11, 2026
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
FinanceTechnologyReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://murphcapital.substack.com/p/2026-vc-predictions-market-map

What 132 investors expect from 2026 and mapped it into a single framework | Murph Capital – 2026 VC Predictions Market Map

View Full Article
UJ
Feb 11, 2026
PEVC
+44 more tags
FinanceTechnologyReport, Blogs & InsightsPE/VC

https://x.com/NuttyCLD/status/2016079530512023913?s=20

One of the most important semiconductor news of the past two years has all been about 'connection' - @Nutty

View Full Article
UJ
Feb 6, 2026
USA
PEVC
+55 more tags
FinanceGeopoliticsReport, Blogs & InsightsUS / WestPE/VC

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

Lol...The core driver of this deficiency in the US is the immense cost of building anything relative to comparable projects in other countries or eras.

View Full Article
UJ
Feb 6, 2026
+6
6 more tags
FinanceReport, Blogs & InsightsTechnologyGeopoliticsPE/VCUS / West

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

China has built over 61x more high-speed rail lines than the US. #ContraryResearch

View Full Article
UJ
Feb 6, 2026
+4
4 more tags
FinanceReport, Blogs & InsightsTechnologyPE/VC

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

AI + AV (Autonomous Vehicle) will unfortunately bring disruption in more ways that one

View Full Article
UJ
Feb 6, 2026
+7
7 more tags
USAPEVCFinanceReport, Blogs & InsightsMarkets & InvestmentsGeopoliticsPE/VC

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

'While the vast majority of international overseas freight is via ocean freight, domestic freight, in particular, relies heavily on trucking.'

View Full Article
UJ
Feb 6, 2026
PEVC
Finance
Report, Blogs & Insights
Technology
Macro / Economics
Crude Oil & Energy
PE/VC

Untitled e81d4d

Yeah...though it's from ARK, need to take the numbers with a pinch of salt.

View Full Article
UJ
Feb 6, 2026
+9
9 more tags
AIAlphabetPEVCFinanceTechnologyReport, Blogs & InsightsMacro / EconomicsCrude Oil & EnergyPE/VC

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

'Slowly, slowly....and then suddenly'. In July 2025, Waymo became the first autonomous taxi service to reach 100 million miles driven. #Waymo #Non-Linear

View Full Article
UJ
Feb 6, 2026
PEVCFinanceReport, Blogs & InsightsTechnologyPE/VC

Untitled e81a59

Scale of Operating Cashflow (TTM) #TechBehemoths #appeconomyinsights #fiscal.ai

View Full Article
UJ
Feb 6, 2026
Investing
Equity
+77 more tags
PEVCReportFinanceReport, Blogs & InsightsMarkets & InvestmentsTechnologyPE/VC

https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view

#Bubbles since 1600s & #AI

View Full Article
UJ
Feb 5, 2026
+5
5 more tags
Menlo VenturesTechnologyFinanceReport, Blogs & InsightsPE/VC

https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/?utm_source=substack&utm_medium=email#single0

Enterprise AI has surged from $1.7B to $37B since 2023, now capturing 6% of the global SaaS market and growing faster than any software category in history.

View Full Article
UJ
Feb 5, 2026
Meritech
PEVC
Report
+55 more tags
TechnologyAIFinanceReport, Blogs & InsightsPE/VC

https://docs.google.com/presentation/d/e/2PACX-1vQkJGQJo5TpYD1wu_ThBkTDf8miGsEeewbxTOsbvAcOz3_zVVC91WHVqTiJCYWXVZ7c_GWm8Vc5pcS3/pub?start=false&loop=false&delayms=3000&slide=id.g38dd8389a1b_0_771

Markets Update (Nov 2025) by Alex Clayton | Meritech | For video click 🔗 Link

View Full Article
UJ
Feb 5, 2026
4 more tags
TechnologyFinanceReport, Blogs & InsightsPE/VC

https://www.felicis.com/insight/market-size-vertical-ai?utm_source=substack&utm_medium=email

Amidst the #SaaSapocalypse... Vertical Al Opportunities - Market-Size vs Al-Readiness | Felicis Ventures

View Full Article
UJ
Feb 5, 2026
ReportsReportTechnologyFinanceReport, Blogs & InsightsPE/VC

https://www.redpoint.com/ai64/

AI64 - Mapping the Next Generation of Enterprise Software | Redpoint Ventures| Report

View Full Article
UJ
Feb 5, 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
TechnologyReport, Blogs & InsightsPE/VC

Untitled df0d98

Lol....Who came up with this term- #SaaSpocalypse ?

View Full Article
UJ
Feb 4, 2026
TechnologyReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://x.com/danshipper/status/2017582828959965647?s=20

Feelin' it?

View Full Article
UJ
Feb 3, 2026
FinanceTechnologyReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://x.com/MattZeitlin/status/2017027653040001368?s=20

#Race to the ....?

View Full Article
UJ
Jan 30, 2026
TechnologyReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://x.com/rywiggs/status/2016893819133075745?s=20

#AI #Vibeshift #Anthropic #OpenAI Credits:#@mercury

View Full Article
UJ
Jan 30, 2026
EEquityAIPEVCFinanceTechnologyReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://x.com/EconomyApp/status/2017008634535039404?s=20

$AAPL just crossed 2.5B active devices.

View Full Article
UJ
Jan 30, 2026
TechnologyReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://x.com/Nik_Quinn/status/2015804909321383985?s=20

#Consumer #Opportunity #Unicorns #AI

View Full Article
UJ
Jan 29, 2026