Strategy
Tomasz Tunguz
The Golden Age of AI Applications
We’re entering the golden age of AI applications. Three recent developments confirm it. The Fable retraction shows regulatory risk. Nadella’s thesis shows strategic consensus. Salesforce’s acquisition shows market validation. First, the US government shut down Fable access 1 &…
Jun 15, 2026
Strategy
CB Insights
The manufacturing robotics market map: 115+ companies building the automated factory of the future
Manufacturing robotics is shifting from fixed, purpose-built machines toward systems that can learn, adapt, and coordinate across diverse environments. AI is driving this shift, enabling a new generation of robots — such as industrial humanoids and quadrupeds — that operate … The post The manu…
Jun 12, 2026
Strategy
Stratechery
2026.24: Hey Siri, Tell Me a Fable
The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry.
Jun 12, 2026
Strategy
Not Boring
Weekly Dose of Optimism #197
La Sagrada Família, Life Bio Trial, Saronic, Doudna CRISPR, Standard Bots + Science Breakthroughs + Extra Doses
Jun 12, 2026
Strategy
Tomasz Tunguz
A CEO's Cost of Capital Advantage
SpaceX IPOs today. One hallmark of the largest IPO in history : Elon Musk’s astoundingly low cost of capital. Despite raising 25x more than the typical founder, Musk retained ownership in the top decile. Some founders raise $2m for an idea. Others raise $15m. Yet others raise hundreds of milli…
Jun 12, 2026
Strategy
Y Combinator Blog
Diana Hu Is YC's Newest Managing Partner
We're thrilled to announce that Diana Hu has been promoted to Managing Partner at Y Combinator. Few people have built a startup from zero and also shipped tech to 100 million people. Diana has done both.
Jun 11, 2026
Strategy
CB Insights
Executive Interview: C-Phrase Technologies
Michael Minock, Founder of C-Phrase Technologies, tells CB Insights tells CB Insights how they view the market, customer needs, and their company. How do you define your market and where does your company fit into that space? Yeah, thanks for … The post Executive Interview: C-Phrase Technologi…
Jun 11, 2026
Strategy
CB Insights
CEO Interview: Cases
Anatoly Popel, CEO of CASES, tells CB Insights tells CB Insights how they view the market, customer needs, and their company. How do you define your market and where does your company fit into that space? CASES is a social … The post CEO Interview: Cases appeared first on CB Insights Research…
Jun 11, 2026
Strategy
Stratechery
An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
Jun 11, 2026
Strategy
Not Boring
Return on Tokens (ROT)
Markie Wagner Co-Writes A Poetic Essay
Jun 10, 2026
Strategy
Stratechery
Fable 5, Anthropic Alignment, AI Tiers
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents.
Jun 10, 2026
Strategy
Tomasz Tunguz
The AI Glass Ceiling
We’ve reached the upper bound of AI. Not in the sense that performance won’t improve. On the contrary, AI will improve AI. But Anthropic’s Fable release has imposed a glass ceiling. How do you release the most powerful model in the world to everyone without destroying kingdoms? Str…
Jun 10, 2026
Strategy
Stratechery
The iPhone’s Last Stand
Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.
Jun 09, 2026
Strategy
Not Boring
Expanding the Radius of Daily Life
How to Make Flying Cars an Everyday Reality
Jun 08, 2026
Strategy
Stratechery
Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia. Then, what I'm looking for at WWDC.
Jun 08, 2026
Strategy
Tomasz Tunguz
The Substitution Wave in AI
Three forces are reshaping the AI cost structure : Foundation labs are moving up the stack into applications, 1 2 Frontier model prices keep rising for the smartest models, 3 Open-source models have crossed the good enough threshold for most use cases. 4 5 The natural response from AI buyers is subs…
Jun 07, 2026
Strategy
Not Boring
Weekly Dose of Optimism #196
Antares Goes Critical, NewLimit, BioWeapon Letter, Helion, Alzheimer's x Mushrooms + Extra Doses
Jun 05, 2026
Strategy
Tomasz Tunguz
The Minimill of AI
A laptop on my desk now handles 78% of my AI work, with the rest sent to the cloud. The shift came out of my skill distillation work . Here’s how it works. I create tasks in Asana. An agent sees the task : scheduling, email triage, research, a CRM update ; & classifies it as easy or hard.…
Jun 05, 2026
Strategy
CB Insights
CEO Interview: Moozz
Eduardo Garcia, Founder and CEO of Moozz, tells CB Insights tells CB Insights how they view the market, customer needs, and their company. How do you define your market and where does your company fit into that space? Moozz operates … The post CEO Interview: Moozz appeared first on CB Insights…
Jun 04, 2026
Strategy
CB Insights
CEO Interview: Retro//VRS
Alessandria Redley-Bagayan, Founder of RETRO//VRS, tells CB Insights how they view the market, customer needs, and their company. How do you define your market and where does your company fit into that space? We here at RETRO//VRS operate in the … The post CEO Interview: Retro//VRS appeared fi…
Jun 04, 2026
Strategy
Tomasz Tunguz
Intelligence Per Dollar
Yesterday Microsoft added a new metric to a model release card, one that will likely become a standard. 1 Average token usage. In the first row, the Microsoft model hits 71.6 on SWE-Bench Verified using about a third of the tokens Claude Haiku 4.5 burns. Benchmarks are now measured on two different…
Jun 03, 2026
Strategy
Not Boring
America Spins on Westmag
Building the Electric Stack by making motors and actuators next to drones and robots
Jun 02, 2026
Strategy
Sequoia Capital
Listen to the Market
The post Listen to the Market appeared first on Sequoia Capital .
Jun 01, 2026
Strategy
Benedict Evans
Predicting AI job exposure
Many people would like to analyse which jobs, companies and industries are most exposed to AI, and assign scores, build charts, and map that against the progress of LLMs. I think this is mostly impossible: you don’t know how the jobs will change, you don’t know what else will change around this, and…
May 24, 2026
Strategy
Sequoia Capital
All Systems Nominal – Nominal Spotlight
The post All Systems Nominal – Nominal Spotlight appeared first on Sequoia Capital .
May 21, 2026
Strategy
Sequoia Capital
AI Ascent 2026
The post AI Ascent 2026 appeared first on Sequoia Capital .
May 08, 2026
Strategy
Sequoia Capital
Standard Intelligence: Training General Intelligence in Pixel Space
The post Standard Intelligence: Training General Intelligence in Pixel Space appeared first on Sequoia Capital .
Apr 30, 2026
Strategy
Sequoia Capital
Partnering with Ineffable Intelligence: A Superlearner for the Era of Experience
The post Partnering with Ineffable Intelligence: A Superlearner for the Era of Experience appeared first on Sequoia Capital .
Apr 27, 2026
Strategy
Y Combinator Blog
Harshita Arora Joins YC as General Partner
We're thrilled to announce that Harshita Arora is joining Y Combinator as a General Partner. She brings deep fintech and infrastructure experience, a founder's instinct for product, and the perspective of someone who's been building companies since she was a teenager.
Apr 06, 2026
Strategy
Benedict Evans
How will OpenAI compete?
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie…
Feb 19, 2026
Strategy
Y Combinator Blog
Adding Canada Back to Our List of Accepted Countries of Incorporation
After hearing feedback from Canadian founders in our network, we are adding Canada back to our list of accepted countries of incorporation.
Feb 05, 2026
Strategy
Y Combinator Blog
Congratulations to EquipmentShare on Going Public
Today, EquipmentShare (YC W15) goes public. From Missouri to 373 locations nationwide, they've built the operating system construction has been missing—built by contractors, for contractors. Congrats to Jabbok, Willy, and the EquipmentShare team on a huge milestone.
Jan 23, 2026
Strategy
Y Combinator Blog
Announcing the YC AI Stack
We've partnered with nearly two dozen companies to offer students who attend YC events a suite of over $25,000 in free credits for AI devtools.
Jan 16, 2026
Strategy
Benedict Evans
AI, networks and Mechanical Turks
How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one without needing a vast user base of your own?
Nov 23, 2025
Strategy
Benedict Evans
AI metrics
With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question about what this is going to be.
Jun 09, 2025
Strategy
Benedict Evans
GenAI’s adoption puzzle
Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every week or two, and far fewer have made it part of their lives. Is that a time problem or a product problem?
May 25, 2025
Strategy
Fred Wilson (AVC)
I’ve Moved Onchain
Over the last few years, I’ve moved my internet life from web2 to web3 and rarely use any web2 services anymore. So I am starting a series called “I’ve Moved Onchain” to explain this journey to everyone and today’s opening post is about blogging, naturally. I’ve b…
May 02, 2024
Strategy
Andrew Chen
How to break into Silicon Valley
(Above: No, it doesn’t really look like this — and yes it’s mostly office parks and tech billboards. But I like to pretend) You’ll never regret spending time in SF If you work in tech, you’ll never regret spending 3-5 years in the Bay Area. This is advice I’ve bee…
Feb 26, 2024
Strategy
Andrew Chen
The “Dinner Party Jerk” test — why founders need to pitch themselves harder and more futuristically
The “Dinner Party Jerk” test is a solution to a common problem: Startups often struggle at pitching their team, even though for the earliest stage companies, it’s incredibly important to do it well to raise capital — as I’ve described it below: Pre-seed- Bet on the team Seed- Bet on the product Se…
Feb 12, 2024
Strategy
Andrew Chen
Startups need dual theories on distribution and product/market fit. One is not enough
It’s hard to be a product without a strong theory of distribution Here’s a common startup situation. A team busts their ass for months building the first version of their product. It’s almost done. Now a big question emerges — how do you get the first people to use your produ…
Feb 06, 2024
Strategy
Andrew Chen
Every time you ask the user to click you lose half
Every time you ask the user click you lose half of them. (And this why tutorials, splash screens, and lengthy signup flows are a bad idea) If you’ve been building apps for a long time and have seen the results of a lot of A/B tests, you quickly realize that people are a flighty bunch. […]
Feb 05, 2024
Strategy
Andrew Chen
Why the worst users come from referral programs, free trials, coupons, and gamification
Above: Many small business figured out the hard way why coupon sites generate worse users Incentive programs often don’t perform The people you attract with referral programs, free trials, coupons, and gamification — folks who are “incentivized” as a broad umbrella category — are usually MUCH…
Jan 31, 2024
Strategy
Fred Wilson (AVC)
Transit Tech Lab
The Partnership for NYC, alongside its partners at the MTA, the Port Authority of New York and New Jersey, NJ TRANSIT, and NYC Department of Transportation, launched a call for applications for the 6th annual Transit Tech Lab this week. To kick off this year’s program, the Transit Tech Lab is seekin…
Jan 10, 2024
Strategy
Fred Wilson (AVC)
Empire AI
Last summer I sat down with Tom Secunda, who co-founded Bloomberg LP with Mike Bloomberg, to talk about areas of shared philanthropic interest. Tom told me that academic institutions do not have access to the kind of AI/ML infrastructure that the top tech companies have and he wanted to fix that. Hi…
Jan 09, 2024
Strategy
Fred Wilson (AVC)
Read Write Own
Chris Dixon, who leads the A16Z crypto fund, and has been an entrepreneur, VC, and friend of mine for over twenty years, has written a book called Read Write Own that is available for pre-order now and will start shipping at the end of the month. Chris gave me a copy right before the holidays [̷…
Jan 08, 2024
Strategy
Fred Wilson (AVC)
What Will Happen In 2024
As we enter 2024, the capital markets have found their footing and are moving higher. The Fed has taken interest rates as far as they want at this time and inflation has come down. It seems that a “soft landing” is likely. That is good news for the innovation economy because healthy capital markets…
Jan 01, 2024