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#291 | Exponential Changes, Founders Ditching Model Labs, & more
July 5th | The latest from DCVC, Euclid, Altimeter, NFX, Lerer Hippeau, and others
Jul 5
•
Ali Afridi
7
June 2026
#290 | Hardware Is Eating Software, Consumer Rebellion, & more
June 28th | The latest from Emergence, Wing, USV, NFX, Insight, and others
Jun 28
•
Ali Afridi
6
#289 | The New Industrial Revolution, AI Rewiring Drug Development, & more
June 21st | The latest from NFX, Emergence, Madrona, Felicis, Lightspeed, and others
Jun 21
•
Ali Afridi
9
#288 | Everything is Recorded Now, Beyond Agents, AI Clearinghouses & more
June 14th | The latest from A16Z, Altimeter, 8VC, Sequoia, Conviction, and others
Jun 14
7
#287 | Physical Seams of the AI Buildout, Industrial AI, & more
June 7th | The latest from Conviction, Zetta, Felicis, Meritech, Energize, Sequoia, and others
Jun 7
•
Ali Afridi
6
1
May 2026
#286 | Rebuilding Stacks for AI, A New Era for SMB Tech, & more
May 31st | The latest from Cowboy, Euclid, A16Z, BTV, QED, , and others
May 31
•
Ali Afridi
6
#285 | The Data Center Stack, AI Accenture, & more
May 24th | The latest from Bessemer, Slow, Primary, 8VC, Contrary, and others
May 24
•
Ali Afridi
6
1
#284 | Hardware-Enabled Software, The App Store Opportunity, & more
May 17th | The latest from Altimeter, Point Nine, A16z, Homebrew, Bessemer, and others
May 17
•
Ali Afridi
8
#283 | Agentic Commerce, Tech for Housing, The Collectibles Market, & more
May 10th | The latest from Hummingbird, Sequoia, Felicis, Emergence, Foundation, and others
May 10
•
Ali Afridi
9
#282 | The End of Middlemen, Agents Broke the Security Stack & more
May 3rd | The latest from Commerce Ventures, Jump Capital, Array Ventures, Bessemer, and others
May 3
•
Ali Afridi
14
April 2026
#281 | Blue Ocean Opportunities, AI-Driven Employment Explosion, & more
April 26th | The latest from Slow, QED, General Catalyst, Altimeter, and others
Apr 26
•
Ali Afridi
7
#280 | Robotics & Physical AI, Heat Seeking Missile for Pain, & more
April 19th | The latest from Bessemer, Emergence, Lightspeed, Sequoia, Euclid, and others
Apr 19
•
Ali Afridi
8
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