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Author page: Oleg Turceac

A robotic hand reaching into a digital network on a blue background, symbolizing AI technology.

AI, Converging Technologies (MANBRIC/BIOTECH) & Robotics: The Capex Supercycle Faces the ROI Wall

Thesis. The 2024/2026 AI cycle is the largest fixed capital investment cycle in modern economic history. The market question is no longer Will AI transform the economy? but “Who bears the capex risk, and at what rate of return?” Humanoid robotics and converging technologies (MANBRIC: Metaverse AI Nano Bio Robotics Info Cognition the extended NBIC…

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High-tech humanoid robot with LED face display, showcasing modern robotics and innovation.

AI, Converging Technologies (MANBRIC/BIOTECH) & Robotics: The Capex Supercycle Faces the ROI Wall

The 2024–2026 AI cycle is the largest fixed-capital investment cycle in modern economic history. The market question is no longer “Will AI transform the economy?” but “Who bears the capex risk, and at what rate of return?” Humanoid robotics and converging technologies (MANBRIC: Metaverse-AI-Nano-Bio-Robotics-Info-Cognition, the extended NBIC family) are derivatives of this cycle: real bets…

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Dynamic urban scene showcasing interconnected light trails representing digital communication networks.

Smart Cities & ESG Taxonomy: European simplification creates a data premium

Europe carried out the largest ESG regulatory simplification since the adoption of the CSRD in 2025-2026: the scope of mandatory reporting contracted (~50,000 → ~5,000 companies), but the requirement for granular data did not disappear, it shifted toward voluntary disclosure, the value chain, and sustainable finance. Strategic paradox: fewer obligations = greater value for credible…

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Two professionals in a high-tech environment working with cash and computers, analyzing complex data.

ВОЗНАГРАЖДЕНИЕ БУДУЩЕГО СТАНЕТ ПРАВОМ СОБСТВЕННОСТИ

I. Нормативная и позитивная рамки: UBI и UBC, различие по природе, а не по степени. Итог: В мире, преобразованном ИИ, UBC представляется структурно более эффективной моделью, чем UBI, для устойчивого увеличения медианного благосостояния и сокращения неравенства, поскольку вознаграждение основывается на владении производительными активами, а не на налоговых трансфертах. Ключевые положения (1) UBI (Universal Basic Income,…

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