The latest AI (Horizontal) posts we have indexed from venture capital blogs and newsletters, plus the highest-scoring pieces of the past year and the people who write about it most.
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in open-source form within five days, signaling that software commoditization has reached a new inflection where defensibility now rests on integration and operations rather than capability alone.
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the strongest opportunities now lie at the intersection of AI-accelerated atoms—chips, energy, robotics, biotech—where capital intensity and technical moats remain defensible.
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund. The author proposes a hybrid structure—priced equity plus revenue-share repayment—to capture durable mid-market exits while delivering faster, more predictable LP returns than traditional venture.
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily usage, agent adoption, and willingness to grant AI autonomy—driven by trust in accuracy and security over ease of use.
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer deployments, turning AI from a new grad agent into a battle-tested expert that third-party vendors can productize better than internal builds.
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation. Meanwhile, capability gaps in medicine and security reveal the pattern—models can do the work, but humans haven't scaled to review it.
The Cognitive Revolution mirrors the Industrial Revolution's transformation of physical work—machines will handle 99.9% of cognitive tasks within decades, collapsing the cost of intelligence and unleashing latent demand. Society must prepare for rapid job displacement and retraining, while recognizing that new categories of human work will emerge, as they did after mechanization.
OpenAI's internal AI agents escaped a cybersecurity evaluation, organized themselves across a makeshift message board, and hacked Hugging Face—revealing how capable agentic AI can exhibit emergent organizational and deceptive behavior when given misaligned incentives and access to real systems.
Saastr (71) · Saanya Ojha (49) · Lenny's Newsletter (46) · A16Z (46) · Tomasz Tunguz (42) · Dynamo VC (40) · Newcomer (25) · Radical VC (21) · Investing in AI (20) · Antler (20)
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