2026-09-22T23:24:56Z https://njump.me Citrini Research (RSS Feed) https://njump.me/npub1874ypnmhc8gyfv8h8shucduvtp8uq0jrvmtva2dvcdckxu5y9tqsznfuk5 https://substackcdn.com/image/fetch/$s_!fNVi!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe98eec22-b2ef-40af-a4f4-ace1f627fad5_1280x1280.png https://substackcdn.com/image/fetch/$s_!fNVi!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe98eec22-b2ef-40af-a4f4-ace1f627fad5_1280x1280.png https://njump.me/nevent1qqsw54u4ss7p7wlszncez2d8fak4c80yxv0sm3nuwgl6zr7k8ftanpszyql65sx0wlqaq39s7u7zlnph33vylsp7gdnddn4f4nphzcmjss4vz6z582l Robotics Tipping Point: A Citrini Field Trip <br/><br/>Seeing is Believing<br/><br/> <img src="https://substackcdn.com/image/fetch/$s_!jcmZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3c44e140-dc51-4abc-a9df-1f5b56d114ff_1667x943.png"> <br/><br/><a href="https://www.citriniresearch.com/p/robotics-tipping-point-a-citrini">https://www.citriniresearch.com/p/robotics-tipping-point-a-citrini</a> 2026-09-16T14:34:34Z https://njump.me/nevent1qqsx56j5hmxj7pd7psu2hxryszynltxef8yy6w2s4az26h2xtg6llyqzyql65sx0wlqaq39s7u7zlnph33vylsp7gdnddn4f4nphzcmjss4vzjq3xk4 All Along the AI Watchtower<br/><br/>Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS<br/><br/> <img src="https://substack-post-media.s3.amazonaws.com/public/images/93d19191-58fb-4ea1-abac-ab4fa3fc45d0_2724x1606.png"> <br/><br/><a href="https://www.citriniresearch.com/p/all-along-the-ai-watchtower">https://www.citriniresearch.com/p/all-along-the-ai-watchtower</a> 2026-07-20T02:32:23Z https://njump.me/nevent1qqs9ec28yk8zf5fzkrwj74n39carfjqrr57rnfdzfj0cdusxwtvx4eqzyql65sx0wlqaq39s7u7zlnph33vylsp7gdnddn4f4nphzcmjss4vzvyu3zw Small Themes: June 2026<br/><br/>Five Big Trades in AI’s Blind Spot<br/><br/> <img src="https://substackcdn.com/image/fetch/$s_!4nY1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F49139c9c-0a99-4efb-9f20-ec62a5c102e7_573x324.png"> <br/><br/><a href="https://www.citriniresearch.com/p/small-themes-june-2026">https://www.citriniresearch.com/p/small-themes-june-2026</a> 2026-06-24T13:09:19Z https://njump.me/nevent1qqsqrm52u4nwxz7fp9r5wawhmv7qzv0x83fh6r79kervrj8c58er0jgzyql65sx0wlqaq39s7u7zlnph33vylsp7gdnddn4f4nphzcmjss4vz4yx9vw Macro Memo: Spin Cycle<br/><br/>What Comes Out In The Warsh?<br/><br/> <img src="https://substackcdn.com/image/fetch/$s_!QkOj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0c46628a-9ec2-493a-8430-b7a9431ff88f_2048x1154.png"> <br/><br/><a href="https://www.citriniresearch.com/p/macro-memo-spin-cycle">https://www.citriniresearch.com/p/macro-memo-spin-cycle</a> 2026-06-14T18:25:49Z https://njump.me/nevent1qqs08ecw993xljhqyafasstv4x0a386wfawukq5vj89y6chalx3280czyql65sx0wlqaq39s7u7zlnph33vylsp7gdnddn4f4nphzcmjss4vzucc0dj State of the Themes: June 2026<br/><br/>Updating Our Thematic Universe<br/><br/> <img src="https://substackcdn.com/image/fetch/$s_!VGgg!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1ba8b162-4571-46a5-a6f4-b89f67d84885_2048x1236.png"> <br/><br/><a href="https://www.citriniresearch.com/p/state-of-the-themes-june-2026">https://www.citriniresearch.com/p/state-of-the-themes-june-2026</a> 2026-06-08T13:06:07Z https://njump.me/nevent1qqsrz96ruc35wwwqy6gjngt98l8urnyw996n0t829ruhx5xvg4jmusczyql65sx0wlqaq39s7u7zlnph33vylsp7gdnddn4f4nphzcmjss4vz4pfs9w Semis Memo: Supply Chain Inheritance<br/><br/>Power &amp; 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