Articles
Notes on what we see in AI, software and startups, with the sources we used.
Startups and investing
How investors see internet startups in 2026, from the YC and Stripe letters
Y Combinator's latest startup wishlist and Stripe's 2025 annual letter point to the same shift: AI that does work, agents that pay, and bets that reach past the screen.
SaaSSaaS in 2026: seats are shrinking and pricing is moving
AI agents do work that used to need licences for people. Software stocks sold off, per-seat pricing is losing ground, and vendors are trying usage, outcome and hybrid prices.
AI in businessHow businesses are coping with AI in 2026: plenty of use, few returns yet
Most companies now use AI somewhere. The latest surveys show far fewer can point to profit from it, and what the companies that do get returns have in common.