Ben Horowitz says America needs to rebuild its entire infrastructure right now. Here’s why AI limits in energy and chips are the real story behind the SaaS collapse.
Mutiny CEO Jaleh Rezaei shut down an eight-figure ARR SaaS business backed by Sequoia to rebuild agent-first — and hit 188% week-over-week MRR growth. Here’s what the pivot reveals about the real cost of AI transition for B2B founders and their investo…
Distribution moat startup VC 2026: how AI collapsing software costs has made audience-building and go-to-market strategy the primary defensibility signal for venture-backed founders, and why marketing roles are gaining status and engineering-style tit…
Aaron Levie spent a week in April visiting dozens of IT and AI leaders across banking, retail, healthcare, and media.What Levie’s dispatches offer VCs is something most market research cannot: ground-level signal on where the friction actually sits.
“AI Is Not a Labor Crisis. It Is a Meaning Crisis.” is the name of a heavily quoted article by Sam Lessin of Slow Ventures. What is the thesis? The economists tracking AI’s labor displacement have the wrong scoreboard. The real casualty is not jobs but…
Gary Tan reveals how to leverage the harness in order to achieve 10-100x productivity gains with the same AI model.
What problems are behind the emerging Saaspocalypse – the dominance of AI labs may mean that the B2B users will lose their edge.
Marc Andreessen of a16z sees a scenario where AI will not cut jobs but instead, AI Productivity Will Trigger A Hiring Boom
Venture capital emerging managers marketing strategy 2026: why specificity, transparency, and building in public beat content volume for fund managers competing against a16z and Benchmark.
Most people judging AI are using the wrong product. Here’s why enterprise coding agents and consumer chatbots are different markets – and who wins each.