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AI Macro Nexus Research

AI Macro Nexus Research:

Market Structure in the Age of AI: From Software Scale to Physical Constraint

Jordi Visser December 16, 2025 7:31 AM

Blackwell Bottlenecks and Embodied AI: Why Hardware Will Dominate 2026

Jordi Visser December 14, 2025 8:30 AM

Vibecoding is the ChatGPT Moment for Code: Why the Great Software Re-Rating of 2025–2030 Has Already Begun

Jordi Visser December 8, 2025 3:30 PM

Corning’s Revival Explained: The AI Shift From LLMs To VLAs

Jordi Visser December 7, 2025 8:30 AM

From Bits to Atoms: The AI Infrastructure Shift From LLMs to VLAs

Jordi Visser December 2, 2025 2:01 PM

LLMs to VLMs: The Next Stage of AI Has Begun

Jordi Visser November 30, 2025 8:30 AM

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