🦞AI Apps investing @ A16Z; A1111; Boards of Ethos, Krea, Deel, Clutch, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
Over the weekend, Mira Murati wrote a phenomenal essay that you should read in full: “The future worth building is human.” I think it’s one of the best essays of the year, because it gets at the
Can I tell you where I think we are in the market? The obviously good ideas (chat / code / customer support) were built in 2023 and 2024, and many scaled to be early category leaders in 2025. Now
Last year, I wrote about how YouTube is a pretty great herald of what we can expect to happen to coding. YouTube launching in 2005 didn't seem to fill an obvious content gap, and yet two decades later
I enjoyed the 2025 roundup pieces from Karpathy, Simon and many others, and they have me thinking about 2026. The AI Apps ecosystem is maturing in some expected ways and some surprising ones. We've