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Tech & Innovation·October 20, 2026·1 min read

Citi Global Chief Economist on Global Growth

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When a global bank’s chief economist is talking about “disruptions from AI” in the same breath as energy and inflation, AI is now a macro variable, not just a tech theme. Treat AI adoption and regulation as part of your macro planning—FX, rates, and demand forecasts will increasingly bake in automation and productivity assumptions.

Tech & Innovation

Sources: Ted Sarandos complained for months of a lack of new hit shows at Netflix and US watch time being down; it just fired its film chief and content chief

When the dominant streamer is firing both its film and content chiefs over a hit shortage and declining US watch time, the constraint has shifted from distribution to differentiated IP. If your product depends on attention—games, social, streaming, even B2B media—assume the bar for “must-watch” is rising while the available hours are flat.