Citrini Research
Coverage of Citrini Research in the Nexus archive.
- Here are five themes Wall Street left behind while chasing a single trade
Citrini Research notes that the artificial intelligence trade is becoming overcrowded, prompting investors to potentially refocus on less popular sectors with potential. The article highlights a shift in Wall Street's attention away from a single trade toward diversified opportunities.
- Odd Lots: How Substack Creators Are Thinking About AI (Podcast)
A panel at the Odd Lots New York live show on May 28 featured Substack creators James van Geelen, Sam Ro, and Jasmine Sun discussing how journalists and analysts are navigating the impact of AI on markets and media. The conversation focused on the challenges of covering AI's pervasive influence in a highly dynamic environment.
- The SaaS-pocalypse can wait, Salesforce still has customers where it wants them
Salesforce CEO Marc Benioff announced a potential $300M investment in Anthropic's coding agents by 2026 to enhance AI-driven software development. The company avoided hiring additional engineers in 2025 and cut 4,000 support roles, focusing on monetizing AI agent platforms despite warnings about unpredictable costs for customers. Critics speculate about the 'SaaS-pocalypse,' where AI could disrupt SaaS markets and employment.
- Behind the Curtain: We've been warned
AI is the fastest-growing product category in history, with companies like OpenAI and Anthropic developing self-improving models while reducing transparency. Recent attacks on OpenAI CEO Sam Altman highlight rising public anxiety, as AI's economic impact erases $2 trillion in value by automating tasks across industries. The article compares AI's trajectory to the Atomic Age, warning of unpreparedness for its exponential growth and potential risks.