The Chokepoint Thesis: Moats, Affordance and Diffusion
Building Defensibility at the Narrowest Points of the System
AI-Native Services: The New Startup Playbook
The next great SaaS company may not sell software. It may sell the work.
Requests for Startups: Summer 2026 edition
What YC, a16z speedrun and ARK are signalling about the next wave of startups
Israel’s Most Promising Startups in 2026: 50 Israeli Companies to Watch
A closer look at 50 Israeli startups to watch in 2026, with AI infrastructure, agentic AI, and cybersecurity leading the cohort.
Bubble, or Super-Cycle? What the AI Boom Means for Founders Right Now
Are we in a venture bubble, or at the beginning of the biggest technology investment cycle of our lifetimes?
VC is being rewired by AI
While venture capital remains a relationship-driven business at its core, the industry is rapidly transitioning and adopting AI automation across the various tasks of a VC fund
The Anthropic Question Has Replaced the Google Question
A private company with a few thousand employees now moves public market caps with a Friday blog post. Here's what that actually changes for VCs