According to reports, James van Geelen, founder of Citrini Research—the organization behind the "AI Apocalypse Report"—has sold the company to SemiAnalysis, a semiconductor and AI research institution, though the transaction amount remains undisclosed. Van Geelen will temporarily continue serving as CEO of Citrini and plans to launch a new fund. Citrini currently boasts approximately 260,000 subscribers on Substack. The firm gained prominence in February this year after releasing the "Global Intelligence Crisis 2028" report, which envisioned AI rapidly displacing white-collar jobs, sparking widespread market discussion on AI's impact on employment and the economy, and briefly causing noticeable declines in software equities.
SemiAnalysis was founded by Dylan Patel in 2020 and has long focused on semiconductor and AI infrastructure research. Patel stated that this acquisition aims to scale up research operations and explore new models for investment research in the AI era. Van Geelen did not disclose specific details about the new fund.
Disclaimer: Contains third-party opinions, does not constitute financial advice
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