One Must-Read Article

What the Smart Money Sees Coming in 2026

Andreessen Horowitz just published their annual Big Ideas report. If you’re not familiar with them, they’re one of Silicon Valley’s most influential venture capital firms—the people who bet billions on where technology is headed.

I spent time with both parts of their 2026 predictions. Most of it is the usual venture capital stuff—nuclear reactors, autonomous labs, crypto. But buried in there are three ideas that matter immediately for growth-stage companies like yours.

Not someday. Not in five years. Now.

These are the shifts that separate companies that thrive in 2026 from companies that wonder what happened.

Three Ideas That Matter Now

First: Your data problem is killing your AI dreams
You’re drowning in PDFs, emails, screenshots, scattered spreadsheets. The problem isn’t that AI isn’t smart enough. The problem is your data is a mess. Until you fix that, AI can’t help you.

Second: Stop thinking efficiency, start thinking revenue
Most companies ask: “How can AI cut costs?” Wrong question. The right question: “How can AI help us make more money?” The winners are using AI to pick better customers, close more deals, and do things that weren’t profitable before.

Third: Knowledge work needs factory thinking
Manufacturing figured this out a century ago: modularity, repeatability, continuous improvement. It never worked for services—until AI made it possible. The companies applying this are scaling without the chaos.

Why This Matters Now

This isn’t theoretical. The infrastructure exists. The tools work. Companies are already implementing this stuff.

The question is timing. Move now and you’re building advantages that compound. Wait 18 months and you’re playing catch-up while your competitors pull ahead.

Over the next three weeks, I’ll break down each of these ideas with specific examples for growth companies. No hype. Just what’s actually working and how to implement it.

The Full Reports

If you want to see all 30+ predictions—including the stuff about nuclear reactors and autonomous labs:

• Part 1: Infrastructure, Growth, Bio + Health, and Speedrun teams

• Part 2: American Dynamism and Apps

Each prediction takes about 15 minutes. Worth your time if you want to understand where the money is flowing.

Next week: The data problem. Why your messy operational data is the real constraint on AI adoption, and what you can do about it without hiring a data science team.

All the best for 2026!!