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Tuesday, 13 January, 2026
Scale Venture Partners
The AI Ad Network: What a next‑gen DSP looks like when the interface is a conversation
A Wealth of Common Sense | Ben Carlson
Updating My Favorite Performance Chart For 2025
Equal Ventures
2025 Predictions Revisited: What I Got Right and Wrong
Andrew Ziperski
In Defense of Buybacks
Saanya Ojha
Apple Rents a Brain
Fred Wilson
An Updated Dentist Office Software Story
First Round Review
Canva’s Path to Product-Market Fit: How a Two-Hour Founder Date Led To a $42B Design Platform
AlleyCorp
AlleyCorp in Q4 and the 30th Anniversary of Silicon Alley
Will Ventures
The AI Personal Trainer Is Coming
Collin Wallace
Ruthless Capitalism and the Death of the Mercy Rule
Saastr
What’s “Expensive” in AI? The Answer is Changing Fast.
Cathay
Production Mode: AI’s Next Chapter in Healthcare & Life Sciences
A16Z
The physical AI deployment gap
Apoorv's notes
2026 Predictions!
Sequoia
Partnering with Sandstone: An AI-Native Platform for In-House Legal Teams
Meritech
2025 Technology Exits in Review
Partnering with WithCoverage: Insurance As It Should Be
Digital Native | Rex Woodbury
The Year of Invisible AI
Scott Hartley
Conceive with Support: Lauren Berson Sugarman with Lauren Makler
Sarah Du
What I’m excited about in 2026: hybrid AI, computer use, and agentic everything
Alfred Lin
We’ll Find New Quests
Antler
Goldilocks principle of pre-seed startup capital raising and valuation
Tomasz Tunguz | Tomasz Tunguz
Eleven Steps to the Epiphany[^1]
Monday, 12 January, 2026
Matt Brown
The thermodynamics of risk
Kyle Poyar's Growth Unhinged | Kyle Poyar
Update: I've moved from Substack to beehiiv
