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5 resources
Social Capital's research newsletter: short deep dives on AI, markets and the economy — recent entries cover what AI spending does to headcount, why AI productivity gains don't show up in the numbers, and the open vs. closed model race — plus a weekly "What I Read This Week" roundup.
a16z's second annual State of Markets report by David George, released September 30, 2026, with 100+ charts covering equity markets and tech for the first half of 2026. The post highlights tech's rise as the dominant force in capital markets — contributing roughly 76% of S&P 500 earnings growth in 2026 — and the rotation from software to hardware, as the AI buildout drives demand for semiconductors, power, and networking, funded by hyperscaler profits and increasingly by debt. Free to read on a16z's Substack.
Andreessen Horowitz's second State of Markets chart collection: 100+ charts on equity markets and tech for the first half of 2026, by David George. Notes tech contributed roughly 76% of S&P 500 earnings growth in 2026 as of late August.
Monthly market commentary PDF from Broadland Wealth Management, a Morgan Stanley advisory team, discussing market conditions and investor sentiment. The site blocked automated checks, so this description is based on the document title; please confirm it reads correctly.
Podcast and commentary on crypto, AI, and technology markets from long-time industry reporters.
Why I recommend it: Useful for hearing skeptical, insider takes on the hype cycles before you make a career bet on one of them.
