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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 3 of 3

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

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

Tech x VC · Global · Showing 3 of 3

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

Copper: Limits to growth in the age of demand simultaneity. How Copper Constraints Can Halt the AI Build-Out | 26 Jan 2026 | Craig Tindale

> "**"The global economy has entered a simultaneity trap."**" - **Craig Tindale** (Describing the unprecedented convergence of energy transition, **AI** expansion, and military rearmament) > "**"Material denial is the point at which projects are not delayed by funding, regulation, or demand uncertainty, but are cancelled because the required physical inputs do not exist above ground in sufficient quantity."**" -…

Feb 21, 2026·AI
Copper: Limits to growth in the age of demand simultaneity. How Copper Constraints Can Halt the AI Build-Out | 26 Jan 2026 | Craig Tindale

Untitled 77aaae

*2026’s SaaSacre feels more unsettling than prior pullbacks because there’s no obvious trigger to call a bottom..*

Feb 18, 2026·Substack
Untitled 77aaae
Source
AIEquityFinance
+77 more tags
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
AIBlog / ArticleCommodities
Substack
Technology
+5
5 more tags
CopperMacro / EconomicsReport, Blogs & InsightsSubstackTechnology

Copper: Limits to growth in the age of demand simultaneity. How Copper Constraints Can Halt the AI Build-Out | 26 Jan 2026 | Craig Tindale

""The global economy has entered a simultaneity trap."" - Craig Tindale (Describing the unprecedented convergence of energy transition, AI expansion, and military rearmament)

""Material denial is the point at which projects are not delayed by funding, regulation, or demand uncertainty, but are cancelled because the required physical inputs do not exist above ground in sufficient quantity."" -…

View Full Article
UJ
Feb 21, 2026
Next Big Teng
SaaSacre
+33 more tags
Knowledge BytesTechnologyPE/VC

Untitled 77aaae

2026’s SaaSacre feels more unsettling than prior pullbacks because there’s no obvious trigger to call a bottom..

View Full Article
UJ
Feb 18, 2026