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AI Macro Nexus Research

AI Macro Nexus Research:

The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning

Jordi Visser April 26, 2026 8:30 AM

When AI Costs Start Looking Like Labor Costs

Jordi Visser April 20, 2026 8:45 AM

All Time Highs Built On A Compute Shortage

Jordi Visser April 19, 2026 8:30 AM

The Terawatt Gap: Why Compute Scarcity Is the New Macro Reality

Jordi Visser April 15, 2026 1:06 PM

Combing Through the Software Rubble

Jordi Visser April 14, 2026 12:47 PM

Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot

Jordi Visser April 12, 2026 8:30 AM

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