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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 17 of 17

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

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

Tech x VC · Global · Showing 17 of 17

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

*An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan*

Mar 28, 2026·Report
https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

Selection of top 100 inventions with US involvement highlighted | McKinsey

McKinsey: The United States has led the invention of new products, systems, and technologies over the past 250 years. **America’s ‘can-do’ spirit** > From its inception to this day, the United States has had an entrepreneurial culture that has served as an ongoing foundation for competitiveness. By some accounts, entrepreneurs and inventors have been “cultural heroes” throughout US history. Entrepreneurship in…

Mar 15, 2026·
Finance
Selection of top 100 inventions with US involvement highlighted | McKinsey

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

*Top 10 largest publicly traded firms in the world by market capitalization - US firms have led global rankings for more than a century. #McKinsey #Report*

Mar 15, 2026·USA
https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

*Top 100 public companies in the world by market capitalization, Dec 31, 2025 - US ‚rms make up the majority of the world’s largest companies. #McKinsey #Report*

Mar 15, 2026·USA
https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

*Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report*

Mar 15, 2026·USA
https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

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

The US vs. China Manufacturing Debate | Relentless

> "It's not just that you get a factory a building with some operators that they go and recruit. It's you get a full engineering team that co-designs the product for you." - Sam De Miko (Discussing the reality of modern Chinese contract manufacturers) [[00:08:22]](https://www.youtube.com/watch?v=TRcvUUMaBcA&t=0h8m22s) > "There is a reinforcement learning with factory feedback step that unless you build stuff at…

Mar 2, 2026·all-in-podcast
The US vs. China Manufacturing Debate | Relentless

Fall-out from the Semiconductor Pact; Making a rust bowl of Silicon Valley by Robert B. Reich | Oct. 12, 1986 | New York Times

When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on **Oct. 12, 1986**. Yes, 1986 - not the 2020s. Such uncanny resemblance today:- Article:- >*THIS is **another story of the loss of a manufacturing industry to Japan**, of **protectionism** that backfired, and…

Feb 28, 2026·China
Fall-out from the Semiconductor Pact; Making a rust bowl of Silicon Valley by Robert B. Reich | Oct. 12, 1986 | New York Times

Could US GDP growth hit 5% this year? | 03 Feb 2026 | Capital Ideas | Capital Group

**Stimulus measures should boost consumption** > " Numerous government stimulus measures are already in place — from tax cuts included in the One Big Beautiful Bill Act, to retroactive tax refunds, to massive tax breaks and subsidies for companies that agree to move their manufacturing operations to the United States. More recently, the president has championed the idea of “tariff dividends” for US citizens under…

Feb 22, 2026·AI
Could US GDP growth hit 5% this year? | 03 Feb 2026 | Capital Ideas | Capital Group

https://www.reuters.com/business/nuveen-agrees-buy-schroders-135-billion-2026-02-12/

*Reuters: "The combined group's $2.5 trillion in assets under management puts below Europe’s biggest (Amundi), but way below U.S. behemoths BlackRock, Vanguard and State Street.*"

Feb 13, 2026·Asset Managers
https://www.reuters.com/business/nuveen-agrees-buy-schroders-135-billion-2026-02-12/

https://www.forbes.com/sites/alexknapp/2026/02/11/forbes-250-americas-greatest-innovators/

*Views? #Forbes #USA #Innovators*

Feb 12, 2026·Forbes
https://www.forbes.com/sites/alexknapp/2026/02/11/forbes-250-americas-greatest-innovators/

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

*'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

https://x.com/JulianKlymochko/status/2014736692876607638?s=20

Read somewhere - *“Show me the ~heroes~ websites that the youth of your country look up to, and I will tell you the future of your country.”*

Jan 24, 2026·USA
https://x.com/JulianKlymochko/status/2014736692876607638?s=20

Untitled d15d47

*Co-incidence?*

Jan 23, 2026·USA
Untitled d15d47

Untitled 467035

Decadal highs

Jan 6, 2026·Equity
Untitled 467035
Source
ReportDefenceUSA
+88 more tags
FinanceWall StreetMacro / EconomicsReport, Blogs & InsightsGeopoliticsMarkets & Investments

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan

View Full Article
UJ
Mar 28, 2026
Source
FinanceHistoryInnovation
Source
USATop 10 FirmsMckinsey
Source
USAMckinseyReport
Source
USAMckinseyReport
Source
AIFinanceGeopolitics
+1010 more tags
Source
all-in-podcastChinaFinance
+77 more tags
Geopolitics
Source
ChinaGeopoliticsHistory
Source
AICapital GroupGDP
Source
Asset ManagersUSAEurope
+77 more tags
Source
ForbesInnovatorsUSA
Source
China
Source
PEVCChinaUSA
Source
FreightTruckingTransportation
Source
USATechAI
+55 more tags
USAChinaGeopolitics
EquityUSATech
+55 more tags
Report, Blogs & Insights
US / West
PE/VC
+7
7 more tags
Knowledge BytesPE/VCReportReport, Blogs & InsightsTechnologyUS / WestUSA

Selection of top 100 inventions with US involvement highlighted | McKinsey

McKinsey: The United States has led the invention of new products, systems, and technologies over the past 250 years.

America’s ‘can-do’ spirit

From its inception to this day, the United States has had an entrepreneurial culture that has served as an ongoing foundation for competitiveness. By some accounts, entrepreneurs and inventors have been “cultural heroes” throughout US history. Entrepreneurship in…

View Full Article
UJ
Mar 15, 2026
+7
7 more tags
ReportFinanceReport, Blogs & InsightsKnowledge BytesMarkets & InvestmentsUS / WestPE/VC

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

Top 10 largest publicly traded firms in the world by market capitalization - US firms have led global rankings for more than a century. #McKinsey #Report

View Full Article
UJ
Mar 15, 2026
+6
6 more tags
FinanceReport, Blogs & InsightsKnowledge BytesMarkets & InvestmentsUS / WestPE/VC

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

Top 100 public companies in the world by market capitalization, Dec 31, 2025 - US ‚rms make up the majority of the world’s largest companies. #McKinsey #Report

View Full Article
UJ
Mar 15, 2026
+8
8 more tags
GeopoliticsChina FocusedFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VCUS / WestChina

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report

View Full Article
UJ
Mar 15, 2026
MacroMacro / EconomicsMckinseyMonetary PolicyReportReport, Blogs & InsightsTechnologyUS / WestUSAWall Street

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…

View Full Article
UJ
Mar 15, 2026
Manufacturing
Markets & Investments
PE/VC
Podcast
US / West
USA

The US vs. China Manufacturing Debate | Relentless

"It's not just that you get a factory a building with some operators that they go and recruit. It's you get a full engineering team that co-designs the product for you." - Sam De Miko (Discussing the reality of modern Chinese contract manufacturers) [00:08:22](https://www.youtube.com/watch?v=TRcvUUMaBcA&t=0h8m22s)

"There is a reinforcement learning with factory feedback step that unless you build stuff at…

View Full Article
UJ
Mar 2, 2026
+9
9 more tags
Industrial PolicyJapanMacro / EconomicsProtectionismReport, Blogs & InsightsSemiconductorsTechnologyUS / WestUSA

Fall-out from the Semiconductor Pact; Making a rust bowl of Silicon Valley by Robert B. Reich | Oct. 12, 1986 | New York Times

When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on Oct. 12, 1986. Yes, 1986 - not the 2020s. Such uncanny resemblance today:-

Article:-

*THIS is another story of the loss of a manufacturing industry to Japan, of protectionism that backfired, and…

View Full Article
UJ
Feb 28, 2026
+7
7 more tags
GeopoliticsMacrosMarkets & InvestmentsReport, Blogs & InsightsTechnologyUSUSA

Could US GDP growth hit 5% this year? | 03 Feb 2026 | Capital Ideas | Capital Group

Stimulus measures should boost consumption

" Numerous government stimulus measures are already in place — from tax cuts included in the One Big Beautiful Bill Act, to retroactive tax refunds, to massive tax breaks and subsidies for companies that agree to move their manufacturing operations to the United States. More recently, the president has championed the idea of “tariff dividends” for US citizens under…

View Full Article
UJ
Feb 22, 2026
PE/VCNuveenSchrodersFinanceReport, Blogs & InsightsMarkets & InvestmentsUS

https://www.reuters.com/business/nuveen-agrees-buy-schroders-135-billion-2026-02-12/

Reuters: "The combined group's $2.5 trillion in assets under management puts below Europe’s biggest (Amundi), but way below U.S. behemoths BlackRock, Vanguard and State Street."

View Full Article
UJ
Feb 13, 2026
+6
6 more tags
TechReport, Blogs & InsightsTechnologyGeopoliticsPE/VCUS / West

https://www.forbes.com/sites/alexknapp/2026/02/11/forbes-250-americas-greatest-innovators/

Views? #Forbes #USA #Innovators

View Full Article
UJ
Feb 12, 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
+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
CultureReport, Blogs & InsightsMarkets & InvestmentsTechnologyUS

https://x.com/JulianKlymochko/status/2014736692876607638?s=20

Read somewhere - “Show me the heroes websites that the youth of your country look up to, and I will tell you the future of your country.”

View Full Article
UJ
Jan 24, 2026
+7
7 more tags
TiktokNvidiaReport, Blogs & InsightsMarkets & InvestmentsTechnologyUSSemiconductors

Untitled d15d47

Co-incidence?

View Full Article
UJ
Jan 23, 2026
Markets & Investments
Technology
US
AI

Untitled 467035

Decadal highs

View Full Article
UJ
Jan 6, 2026