1 filters applied
Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 24 of 84
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 24 of 84
> "2026 will be a massive year for AI hardware no matter if GPUs, ASICs, or beyond, and I'm not sure we can still talk about an emerging industry." - **SemiAnalysis Host** [[00:00:01](https://youtu.be/d9p5xiolnPE?si=9HNUnF0rBMAoavCe&t=0h0m1s)] > "If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - **SemiAnalysis Host**…
> "We're 10 or 15% into the impacts of this and you can see it you can feel it..." - **Eric Schmidt** [[00:02:51](https://youtu.be/DpwmmXmzvfo?t=0h2m51s)] > "The belief in San Francisco is this [super intelligence] occurs within two to three years." - **Eric Schmidt** [[00:06:10](https://youtu.be/DpwmmXmzvfo?t=0h6m10s)] > "I kept asking my friends when does the asymptote arrive and when does the curve slow…
"2026 will be a massive year for AI hardware no matter if GPUs, ASICs, or beyond, and I'm not sure we can still talk about an emerging industry." - SemiAnalysis Host [00:00:01]
"If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - SemiAnalysis Host…
"We're 10 or 15% into the impacts of this and you can see it you can feel it..." - Eric Schmidt [00:02:51]
"The belief in San Francisco is this [super intelligence] occurs within two to three years." - Eric Schmidt [00:06:10]
"I kept asking my friends when does the asymptote arrive and when does the curve slow…
"We have a lot of the world top universities you know the talent is clearly there... we just need to nurture it to give it the right space to build something." - Lorenzo [00:03:05]
"Deep tech is like almost at all-time high like just 4% from this peak and also growing 20% from last year... definitely there's some resilience and momentum in the deep tech…
"There's a bunch of conventional wisdom in silicon valley that i either think is always wrong or mostly wrong." - Elad Gil [00:05:13]
"What is the single biggest determinant of culture in a startup and i say winning you know it's not the kombucha it's not the ping pong table." - Elad Gil [00:06:28]
"Because of AI every CEO…
"We've clearly moved past the stage of scientific research and kind of deep core technology development to this new phase of accelerated global scaling and deployment." - Dmitri Dolgov [00:23:47]
"It's deceptively easy to get started but it is super hard to go the full distance and edge... the engineering rule of thumb that every next nine…
"even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…
"The problem no longer fits inside one computer to be accelerated by one GPU... you have to take the algorithm, you have to refactor it, you have to shard the pipeline, you have to shard the data, you have to shard the model." - Jensen Huang [00:01:25]
"The goal of a company is to be the machinery, the mechanism, the system that produces the…
China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future. | Kyle Chan (@kyleichan)
"I kind of went from 80/20 of writing code by myself versus just delegating to agents... I don't think I've typed like a line of code probably since December." - Andrej Karpathy [00:01:47]
"Every research organization is described by program.md. A research organization is a set of markdown files that describe all the roles and how the whole…
Software’s Role in an AI World: If a Corporation Were a Home, Enterprise Software Is the Foundation and Systems That Make the Home Run #VistaEquityPartners #Report
Prior technology transitions have followed a recognizable pattern of value creation. For example, the chart shows relative stock performance during the mobile internet era. Semiconductors captured value first. Hardware and infrastructure followed. Software and services captured the third and largest wave, outperforming both prior waves in magnitude and duration.
**Waves of Value: Relative Stock…
Key Takeaways
"If you're going to do something... it's going to take you like a decade or two or three like to really start to have an impact. You might as well pick something that you care about. That's like the really big thing." - Brian Armstrong [00:11:40]
"I will not allow you to bring this country down and if you don't do it I'm prepared to rebuild it all…
"frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - Shyam Sankar 00:01:55
"we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…
Bessemer Venture Partners: " In our latest research, the robotics market is experiencing explosive growth driven by three key factors: breakthrough advances in AI foundation models that enable better perception and decision-making, dramatic reductions in hardware costs, and acute labor shortages across critical industries. By 2035, it’s…
The new Space Race...?
Apollo: "More than 4,500 objects were launched into space in 2025, up from 600 in 2019."
The key to harnessing mega forces and their potential is to first identify the catalysts that can supercharge them and how they interact with each other.
Rapid adoption of technology can change the path of transitions. Markets can underappreciate the speed of transitions, creating investment opportunities. Conversely, exuberance over their potential can also cause temporary price spikes. AI has been…
Source: CBInsights
Google has disclosed over 270 acquisitions in its history. The image show's Google’s biggest acquisitions till date. #CBInsights
Key Takeaways - Google has spent nearly $65B on its top 10 acquisitions. - All 10 of the top deals pictured had valuations greater than…
The global tech supply chain. #Toto #Ajinomoto
Anthropic's AI usage by country & state - Anthropic Economic Index
Pretty cool video from Silicon Mania
