Strategy
Tomasz Tunguz
AI Engineering Productivity Isn't Normal
Expecting a 3x productivity increase from AI tools requires not just adoption but a fundamental redesign of workflows and team dynamics. Shift your focus from merely implementing technology to creating an operating discipline that fully leverages AI's capabilities.
Jul 21, 2026
Strategy
CB Insights
Mega-rounds drive 81% of Q2 funding
Prioritize securing larger funding rounds to enhance financial stability and growth potential. This approach can also be applied to resource allocation in product development, ensuring that high-impact projects receive the necessary investment.
Jul 16, 2026
Strategy
Tomasz Tunguz
AI Colander
Focus on the retention metrics of your product and continuously assess how they compare to industry benchmarks, as customer loyalty can shift rapidly. Be prepared to adapt your strategy and offerings every few weeks to maintain competitive advantage and meet evolving user expectations.
Jul 13, 2026
Strategy
Stratechery
XBOX Cuts; Bundling and Internet Solvency; Transactions, Coordination, and Sunk Costs
Recognize when a strategy is failing and be prepared to pivot quickly, even if it means making tough decisions like layoffs. Prioritize flexibility and responsiveness over sunk costs to better align resources with future opportunities.
Jul 08, 2026
Strategy
CB Insights
SpaceX's $60B Cursor deal and 3 coding AI startups to watch
Invest in emerging technologies that align with your strategic vision, as they can provide significant competitive advantages. Prioritize partnerships or acquisitions that enhance your capabilities and market position in the long term.
Jun 30, 2026
Strategy
Tomasz Tunguz
The CIO's Choices Are Clear in 2026
Focus investments on sectors that align with emerging priorities, like AI and security, while reconsidering resources allocated to traditional software categories facing disruption. Shift your product strategy to emphasize essential capabilities that leverage AI, ensuring your offerings remain relevant and competitive in the evolving market landscape.
Jun 30, 2026
Strategy
Stratechery
My Vibe Coding Adventure: Ten Takeaways
Focus on creating experiences that resonate personally with users, as this fosters deeper engagement and loyalty. Prioritize user feedback loops to refine your product based on genuine interactions rather than assumptions.
Jun 24, 2026
Strategy
CB Insights
CEO Interview: Sumvin
Focus on the long-term vision and align your team’s efforts to it, rather than getting bogged down in short-term metrics. This approach fosters innovation and resilience, enabling your team to adapt and thrive amidst changing circumstances.
Jul 22, 2026
Strategy
CB Insights
CEO Interview: FutureProof
Focus on adaptability and continuous learning to stay ahead in a rapidly changing market. Encourage your team to embrace feedback and iterate on their strategies regularly.
Jul 22, 2026
Strategy
CB Insights
CEO Interview: VOVE ID
Focus on building a strong narrative around your product that resonates with your audience, as this can significantly influence their perception and engagement. Prioritize storytelling in your communications to drive alignment and enthusiasm across teams and stakeholders.
Jul 22, 2026
Strategy
CB Insights
CEO Interview: Atlas
Trusting your instincts and aligning team goals with broader company vision can drive better decision-making and innovation. Encourage open dialogue to ensure everyone feels empowered to contribute their unique insights.
Jul 20, 2026
Strategy
CB Insights
CEO Interview: Ovianta
Prioritize building relationships with key stakeholders to foster collaboration and drive strategic initiatives. This approach can lead to more effective decision-making and alignment across teams in future projects.
Jul 20, 2026
Strategy
CB Insights
Executive Interview: Ledger Rocket
Prioritize understanding the motivations and challenges of key stakeholders to align product strategy effectively. This insight can drive more impactful decision-making and foster stronger collaboration across teams.
Jul 20, 2026
Strategy
CB Insights
Executive Interview: Artificial Labs
Prioritize building relationships with key stakeholders to enhance collaboration and drive project success. This approach can lead to more effective decision-making and resource allocation in future initiatives.
Jul 20, 2026
Strategy
CB Insights
CEO Interview: Cowbell
Focus on building a strong narrative around your product that resonates with your audience, as it can significantly influence their perception and engagement. This approach encourages a deeper connection and can lead to more effective marketing and sales strategies.
Jul 20, 2026
Strategy
CB Insights
CEO Interview: Kudos
Encouraging open communication can foster a culture of recognition that boosts team morale and productivity. Prioritize regular check-ins and feedback loops to ensure everyone feels valued and engaged in their work.
Jul 20, 2026
Strategy
CB Insights
CEO Interview: Unsiloed AI
Encouraging cross-functional collaboration can unlock innovative solutions that siloed teams might overlook. Prioritize creating environments where diverse perspectives converge to tackle complex challenges.
Jul 20, 2026
Strategy
CB Insights
CEO Interview: Ava Watz
Focus on building a strong narrative around your product vision to inspire and align your team. This clarity will drive more cohesive decision-making and foster a culture of ownership and accountability.
Jul 15, 2026
Strategy
CB Insights
CEO Interview: Leo AI
Focus on leveraging AI to enhance decision-making processes and operational efficiency, as this can significantly impact your team's productivity. Prioritize integrating advanced tools that align with your strategic objectives to drive innovation and competitive advantage.
Jul 15, 2026
Strategy
CB Insights
CEO Interview: 7AI
Prioritize adaptability in your strategy by continuously evaluating market signals and user feedback, allowing for swift pivots when necessary. This approach fosters resilience and positions your team to capitalize on emerging opportunities.
Jul 15, 2026
Strategy
CB Insights
CEO Interview: Thryve
Focus on building a strong narrative around your product vision to inspire and align your team and stakeholders. This clarity can drive more effective decision-making and foster a unified direction as you tackle future challenges.
Jul 15, 2026
Strategy
CB Insights
Executive Interview with Fortaegis
Focus on building strong relationships with key stakeholders to ensure alignment and support for your initiatives. This proactive engagement can lead to smoother project execution and increased buy-in across teams.
Jul 15, 2026
Strategy
Tomasz Tunguz
AI Worldviews
When evaluating AI models for business applications, incorporate an assessment of their underlying worldviews to ensure alignment with target audience values. This shift in procurement criteria can significantly impact marketing strategies, user engagement, and overall decision-making effectiveness.
Jul 06, 2026
Strategy
Tomasz Tunguz
Full Sail on Asynchronous Inference
Shift your focus from immediate, real-time solutions to leveraging asynchronous processes that optimize resource utilization and reduce costs. By embracing queuing and batch processing, you can maximize throughput and efficiency in your projects.
Jun 25, 2026
Strategy
CB Insights
Executive Interview: Crescendo
Focus on building relationships with key stakeholders to gain insights that can drive strategic decisions. This proactive engagement can lead to more informed prioritization and alignment across teams.
Jun 22, 2026
Strategy
CB Insights
Executive Interview: Resolve AI
Focus on building strong relationships with key stakeholders to drive alignment and support for your initiatives. This approach not only enhances collaboration but also increases the likelihood of successful project outcomes.
Jun 22, 2026
Strategy
CB Insights
CEO Interview: Solinas Technology
Decisions should be informed by the experiences and insights of leaders who have navigated similar challenges, emphasizing the importance of mentorship and knowledge sharing. Actively seek out opportunities to engage with industry veterans to refine your strategic approach and avoid common pitfalls.
Jun 22, 2026
Strategy
Y Combinator Blog
Congratulations to EquipmentShare on going public
Identify and solve a problem you personally experience in your domain; this approach often leads to innovative solutions that resonate with others facing similar challenges. Prioritize building and shipping quickly, then refine based on real user feedback to create lasting value.
Jan 23, 2026
Strategy
Benedict Evans
AI, Networks, and Mechanical Turks
Leverage existing data sources and general-purpose AI to enhance user recommendations before achieving critical mass, effectively bypassing traditional cold start barriers. Embrace the shift from relying solely on user behavior to utilizing broader correlations and insights that can be accessed through APIs.
Nov 23, 2025
Strategy
Not Boring
AI is Oil, Not God
I trust the market over ghost stories
Jul 25, 2026
Strategy
Sequoia Capital
America’s Open-Model Paradox
The post America’s Open-Model Paradox appeared first on Sequoia Capital .
Jul 24, 2026
Strategy
Stratechery
2026.30: The Copium Wars
The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet.
Jul 24, 2026
Strategy
Not Boring
Weekly Dose of Optimism #203
Travis is Back, Jacobian Conjecture Falls, Skyroot, Star Axis, Thunder + Extra Doses
Jul 24, 2026
Strategy
CB Insights
Inside Q2’s biggest AI deals
Below, we break down some of tech’s biggest stories, with analyst perspective on the moves that matter the most. Here’s what we’re watching this week: AI drives Q2 mega-rounds Last quarter’s biggest exits New AI unicorns This brief is adapted … The post Inside Q2’s biggest AI…
Jul 23, 2026
Strategy
Sequoia Capital
Partnering with Etched: Building the Inference Machine
The post Partnering with Etched: Building the Inference Machine appeared first on Sequoia Capital .
Jul 23, 2026
Strategy
CB Insights
Executive Interview: Crabi
Camila Lecaros, Chief of Staff and External Affairs at Crabi , 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? Crabi … The post Executive Interview: Crabi appeared first on CB Insights…
Jul 22, 2026
Strategy
Stratechery
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
Jul 22, 2026
Strategy
Stratechery
Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
Jul 21, 2026
Strategy
Stratechery
Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
Jul 20, 2026
Strategy
Tomasz Tunguz
Open Models Tack Toward the Frontier
Open-weight models have repeatedly reached equivalency with closed frontier models, first with DeepSeek R1, then GLM-4.6, GLM-5.2, & Kimi K3. But open source has not materially led; closed models such as GPT-5.2-class systems & Opus continue to create step-change moments.
Jul 20, 2026
Strategy
Stratechery
2026.29: Mainframes and Main Characters
The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question, "Is Netflix Washed?".
Jul 17, 2026
Strategy
Not Boring
Weekly Dose of Optimism #202
Saronic, Austin Week, Walden + Sunday Robots, Lipfendra, Kimi + Inkling + Extra Doses
Jul 17, 2026
Strategy
Sequoia Capital
Partnering with Bunkerhill Health: AI Agents that Improve Patient Outcomes
The post Partnering with Bunkerhill Health: AI Agents that Improve Patient Outcomes appeared first on Sequoia Capital .
Jul 16, 2026
Strategy
Sequoia Capital
Partnering with Sable: Closing the Diffusion Gap
The post Partnering with Sable: Closing the Diffusion Gap appeared first on Sequoia Capital .
Jul 16, 2026
Strategy
Not Boring
Senra Systems: Harnessing Human Skill
A Co-Written Essay with Senra Systems CEO Jordan Black
Jul 16, 2026
Strategy
Tomasz Tunguz
The Blank Slate AI Strategy
Slate Auto's $24,950 customizable pickup truck & Thinking Machines' Apache-2.0 Inkling model pursue the same strategy: ship a deliberately unremarkable, general-purpose base cheap & let customers build value through customization. That business model funds open source in AI.
Jul 16, 2026
Strategy
Tomasz Tunguz
The Harness Is the New Battleground
The harness, the software wrapping the model, is becoming the strategic asset. It decides what data flows in, what gets logged, & what gets used to train the next model.
Jul 14, 2026
Strategy
Not Boring
Weekly Dose of Optimism #201
Aalo, Data Centers, American Turbines, OXMAN Ink, Neo Hands + Extra Doses
Jul 10, 2026
Strategy
Benedict Evans
Ways to think about token pricing
AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?
Jul 09, 2026
Strategy
Sequoia Capital
Partnering with Probook: AI for the Trades
The post Partnering with Probook: AI for the Trades appeared first on Sequoia Capital .
Jun 23, 2026
Strategy
Y Combinator Blog
Christopher Golda and Grey Baker Join YC as General Partners
We're excited to announce that Christopher Golda and Grey Baker are joining YC as General Partners.
Jun 16, 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
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
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
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
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