# Odd Lots

Type: Product

Source: Startup Intelligence Brief — https://getstartupbrief.com/entity/odd-lots
Canonical HTML page: https://getstartupbrief.com/entity/odd-lots

## Recent coverage (2 stories)

### The ‘Citrini Selloff’: James van Geelen Warns of a Looming AI Capex Correction
2026-02-28 09:07:15 · Sentiment: Negative · Impact: 7/10 · Sources: 2

Analyst James van Geelen, formerly of Citrini Research, has detailed a viral 'AI Doom Scenario' that predicts a massive market correction driven by the disconnect between AI infrastructure spending and actual enterprise ROI. His thesis suggests that the current cycle of hyperscaler capex is unsustainable without a rapid acceleration in software-driven revenue.
Full story: https://getstartupbrief.com/story/james-van-geelen-citrini-selloff-ai-doom-scenario

### Alison Roman’s 'A Very Good Sauce' Signals New Era for Creator-Led CPG
2026-02-23 09:48:25 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Food media icon Alison Roman has officially entered the consumer packaged goods market with the launch of 'A Very Good Sauce,' a premium DTC tomato sauce line. The move highlights the growing trend of high-influence creators leveraging personal brand equity to disrupt traditional retail categories.
Full story: https://getstartupbrief.com/story/alison-roman-tomato-sauce-launch-cpg-analysis

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