BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
›Jul 24, 2026 · WITH Tony Kim
The technology market has undergone a fundamental reversal, shifting from a software-centric to a compute-centric world, with hardware and semiconductor companies now representing a larger share of...
AI InfrastructureSemiconductorsCapital Expenditures (CapEx)Data Center Design+11 more
David Friedberg: America Is Sleepwalking Into a Crisis
›Jul 22, 2026 · WITH David Friedberg
The U.S. is facing a crisis of affordability and wealth disparity for the bottom 50% of its population, driven by flawed government policies rather than a failure of capitalism.
The Social Security...
Social SecurityInsolvencyPension PlansTax Policy+12 more
Data is Back: MongoDB, Databricks, Snowflake
›Jul 20, 2026
Hyperscalers are facing significant capacity constraints, forcing even top-tier customers to halt cloud migrations and reinvest in on-premise data centers.
The AI supercycle is driving unprecedente...
AI InfrastructureData LayerMongoDBHyperscalers+11 more
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI
Jul 19, 2026
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Jul 19, 2026
$2.5B Raised, $11B Valuation: SambaNova CEO Rodrigo Liang
Jul 17, 2026
Former SpaceX CIO Ken Venner on Scaling Broadcom & SpaceX
Jul 16, 2026
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck
Jul 15, 2026
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
Jul 13, 2026
What AI Leaders Really Think | Dylan Field, OpenAI, Boston Dynamics, MIT, IVP
Jul 12, 2026
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch
Jul 10, 2026
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel
Jul 6, 2026
Dylan Field on the “Permanent Underclass of Zero Taste”
Jul 2, 2026
Inside PsiQuantum's Silicon Photonic Chipset *Never-Before-Seen*
Jun 1, 2026
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