Revenge of the GPT Wrappers: Defensibility in a world of commoditized AI models
andrewchen.substack.com/p/revenge-of-the-gpt-wrappers-defensibility
Feb 9, 2026
3
What advertising on ChatGPT could look like
chrischow.substack.com/p/advertising-on-chatgpt?utm_campaign=post&utm_medium=web
Feb 9, 2026
1
Unpacking Restaurant Tech Integration: Why Friction is Still Real | Hospitality Technology
hospitalitytech.com/unpacking-restaurant-tech-integration-why-friction-still-real?amp%3Butm_medium=email&%3Butm_campaign=HT_NL_Alert&%3Bmkt_tok=ODI1LUxTUC01NDUAAAGbZNj7Fn_nMnzMLIbWmNhx-ceDnlvtgIvDCCJgP9aXL4zu8LqoMdE1W0HEdAsV0q-H4Uenxt-dtnR5hENGp_OkDTAEXP-7pOtDE5GtK7t_tlgrUA
Feb 8, 2026
5
X
x.com/willmanidis/status/2018318844247347308?s=46
Feb 8, 2026
9
Killing Apps | Daniel Feichtinger
www.auxilit.com/killing-apps/
Jan 31, 2026
3
Dynamic documents // LLMs + end-user programming • Buttondown
buttondown.com/geoffreylitt/archive/gradual-enrichment-llms-and-personal-software
Jan 31, 2026
1
C- Programmable text interfaces are the future
scalingsynthesis.com/c-programmable-text-interfaces-are-the-future/
Jan 31, 2026
5
Venture Capital Is Ripe for Disruption
every.to/napkin-math/venture-capital-is-ripe-for-disruption
Jan 28, 2026
4
Tinder Is Way More Important Than You Think
every.to/napkin-math/tinder-is-way-more-important-than-you-think
Jan 27, 2026
1
How Technology Giants Die
every.to/napkin-math/how-technology-giants-die
Jan 27, 2026
3
How to Scale the Happiness of Your Users: | by Mauricio | Google Play Apps & Games | Medium
medium.com/googleplaydev/how-to-scale-the-happiness-of-your-users-3e46ef72029f
Jan 27, 2026
4
The Addiction Economy
every.to/napkin-math/the-addiction-economy
Jan 27, 2026
4
Has Venture Lost Its Soul?
every.to/napkin-math/has-venture-lost-its-soul
Jan 26, 2026
3
Spotify’s Quest to Own Your Ear
every.to/napkin-math/spotify-s-quest-to-own-your-ear-139a4197-21ff-482e-8076-3c2110a8ff60
Jan 26, 2026
1
Vibes-based Search
every.to/napkin-math/vibes-based-search
Jan 26, 2026
2
The End of Software, Again
every.to/napkin-math/the-end-of-software-again
Jan 26, 2026
2
Pricing Strategy is Product Strategy
every.to/napkin-math/pricing-strategy-is-product-strategy
Jan 26, 2026
1
Toast—a Vision of Software’s Future
every.to/napkin-math/toast-a-vision-of-software-s-future
Jan 26, 2026
11
From Memo to IPO: Toast takes on the US restaurant industry - Bessemer Venture Partners
www.bvp.com/atlas/from-memo-to-ipo-toast-takes-on-the-us-restaurant-industry
Jan 26, 2026
3
Building Vertical AI: An early stage playbook for founders - Bessemer Venture Partners
www.bvp.com/atlas/building-vertical-ai-an-early-stage-playbook-for-founders
Jan 26, 2026
5
Where AI is headed in 2026 - Foundation Capital
foundationcapital.com/where-ai-is-headed-in-2026/
Jan 24, 2026
3
AI’s trillion-dollar opportunity: Context graphs - Foundation Capital
foundationcapital.com/context-graphs-ais-trillion-dollar-opportunity/
Jan 24, 2026
5
The $4.6T services as software opportunity: Lessons from year one - Foundation Capital
foundationcapital.com/the-4-6t-service-as-software-opportunity-lessons-from-year-one/
Jan 24, 2026
9
Predictions for the AI Era: Startups, Incumbents, and the Future of Work | Jefferies.com
www.jefferies.com/insights/boardroom-intelligence/predictions-for-the-ai-era-startups-incumbents-and-the-future-of-work/
Jan 24, 2026
2
Overdosing on VC: Lessons from 71 IPOs | Founder Collective
foundercollective.com/blog/overdosing-on-vc-lessons-from-71-ipos/
Jan 22, 2026
4
Reserves, Recycling, and Returns
avc.xyz/reserves,-recycling,-and-returns
Jan 22, 2026
2
The Poker Analogy - AVC
avc.com/2004/11/the_poker_analo/
Jan 22, 2026
1
The meeting that showed me the truth about VCs
techcrunch.com/2017/06/01/the-meeting-that-showed-me-the-truth-about-vcs/
Jan 22, 2026
2
THE BEE: PART 2 – BEEWILDERED | Andrew Gough
andrewgough.co.uk/articles_bee2/
Jan 22, 2026
6
How Markdown took over the world - Anil Dash
www.anildash.com/2026/01/09/how-markdown-took-over-the-world/
Jan 22, 2026
1
When to Dig a Moat
www.notboring.co/p/when-to-dig-a-moat
Jan 22, 2026
3
The Ellsberg Paradox and the ambiguity and complexity of decision-making | United States Politics and Policy
blogs.lse.ac.uk/usappblog/2018/12/15/the-ellsberg-paradox-and-the-ambiguity-and-complexity-of-decision-making/
Jan 22, 2026
3
Learning about the Ellsberg Paradox reduces, but does not abolish, ambiguity aversion - PMC
pmc.ncbi.nlm.nih.gov/articles/PMC7055742/
Jan 22, 2026
1
AI As Cultural Tech: Why Large AI Models Are Reorganizing Human Knowledge, Not Creating Artificial Minds | by Greg Robison | Medium
gregrobison.medium.com/ai-as-cultural-tech-why-large-ai-models-are-reorganizing-human-knowledge-not-creating-artificial-ebb552e17471
Jan 18, 2026
8
Rethinking AI: cultural technologies and childhood intelligence – with Alison Gopnik | UC Tech News
uctechnews.ucop.edu/rethinking-ai-cultural-technologies-and-childhood-intelligence-from-alison-gopnik/
Jan 18, 2026
2
Speculation Nation - by Rex Woodbury - Digital Native
www.digitalnative.tech/p/speculation-nation
Jan 16, 2026
1
The Opportunities in Consumer AI - by Rex Woodbury
www.digitalnative.tech/p/the-opportunities-in-consumer-ai
Jan 16, 2026
2
Category Creation & Capital in technology - Michael Dempsey: Blog
www.michaeldempsey.me/blog/2024/01/02/category-creation-capital-in-technology/
Jan 16, 2026
5
4-Wheel Suitcases and Innovations Hiding in Plain Sight
www.digitalnative.tech/p/4-wheel-suitcases-and-innovations
Jan 16, 2026
2
Daybreak: Announcing Our $33M Inaugural Fund
www.digitalnative.tech/p/daybreak-announcing-our-33m-inaugural
Jan 16, 2026
4
Too Much Capital is a Disease - by Sophie Bakalar
sophiebakalar.substack.com/p/too-much-capital-is-a-disease
Jan 16, 2026
3
Apps are Already Dead. Now What? - by Sophie Bakalar
sophiebakalar.substack.com/p/apps-are-already-dead-now-what
Jan 16, 2026
3
Don't Become a Venture Capitalist (Yet) - by Sophie Bakalar
sophiebakalar.substack.com/p/dont-become-a-venture-capitalist
Jan 16, 2026
2
Using AI to be a Better Investor - by Sophie Bakalar
sophiebakalar.substack.com/p/using-ai-to-be-a-better-investor
Jan 16, 2026
4
Consensus vs. Non-Consensus in Venture - by Sophie Bakalar
sophiebakalar.substack.com/p/consensus-vs-non-consensus-in-venture
Jan 16, 2026
2