Emerging Tech brief

Technology Investment Brief — August 28, 2026

PublishedAugust 28, 2026
Reading time1 min
Sources8 cited
ByO'Dwyer Analysis

Today's Developments

VC founder says product managers will be hot hires in the AI era1 (Business Insider)

Nicolas Sauvage, founder and president of TDK Ventures, said product managers will provide judgement and taste.

Forget the RAM crisis: New US tariff proposal could make your next smartphone even more expensive2 (Android Authority)

Proposed US tariffs on semiconductor-powered devices could soon drive up prices on smartphones, laptops, and everyday tech.

Jim Cramer Sees 'No Real Competitors' to Nvidia, Even as Sam Altman Says OpenAI 'Made a Chip and It Is Fast'3 (Yahoo Entertainment)

OpenAI says its new Jalapeño AI chip could significantly reduce the cost of running artificial intelligence by delivering substantially higher efficiency and...

Goldman Sachs Executive Sounds The Alarm, Warns AI Could Cause 'Cognitive Atrophy' on Wall Street: 'There’s a Huge Danger Here'4 (Yahoo Entertainment)

Chris Churchman, head of Goldman Sachs’ Marquee digital platform for institutional and corporate clients, voiced concerns over the growing influence of artif...

Qualys (QLYS) Benefits as AI Strengthens Cybersecurity Demand5 (Yahoo Entertainment)

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be do...

Lotus Technology Q2 Earnings Call Highlights6 (MarketBeat)

Lotus Technology (NASDAQ:LOT) reported higher first-half deliveries and revenue for 2026, while narrowing its operating and net losses as the luxury automake...

Vertical Advantage: Transforming Industries with Lakebase and Agentic AI7 (Databricks.com)

- Leading consulting and SI partners have built production-ready solutions on Databricks Lakebase that pair deep industry expertise with a single governed foundation for operational data, analytics, and AI. - Industry-specific solutions span financial servic…

30-to-50 Countries will BE ERASED8 (Shtfplan.com)

As the Pax Americana fades, many nations risk losing sovereignty and stability. The rise of precision warfare and autonomous technology threatens traditional security. Countries with low birth rates and weak borders may fragment, while only those that adapt w…

Sources cited

  1. businessinsider.com/vc-founder-says-product-managers-consultants-hot-hires-ai-e
  2. androidauthority.com/us-semiconductor-tariffs-consumer-electronics-proposal-3703
  3. finance.yahoo.com/technology/ai/articles/jim-cramer-sees-no-real-143048375.ht
  4. finance.yahoo.com/technology/ai/articles/goldman-sachs-executive-sounds-alarm
  5. finance.yahoo.com/technology/ai/articles/qualys-qlys-benefits-ai-strengthens-
  6. marketbeat.com/instant-alerts/transcript-lotus-technology-q2-earnings-call
  7. databricks.com/blog/vertical-advantage-transforming-industries-lakebase-an
  8. shtfplan.com/headline-news/30-to-50-countries-will-be-erased
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Not investment advice. This brief reflects personal observations and perspectives for informational purposes only. It is not a recommendation to buy or sell any security. O'Dwyer Capital does not endorse specific investments based on this content. Consult a qualified financial advisor before making investment decisions.