NEW HERE — WHAT TEAHOSE DOES

We read the entire AI & tech firehose — so you don't have to.

HOW IT WORKS →

PODPodcasts

NEWNewsletters

PAPPapers

PHProduct Hunt

VCInvestor Scout

7 reads, 30 sec each — free, 6 AM ET.

+ a live graph of the companies, people & themes underneath.

NEW HERE — WHAT TEAHOSE DOES

We read the entire AI & tech firehose — so you don't have to.

PODPodcastsAll-In, No Priors, Acquired…

NEWNewslettersStratechery, Newcomer…

PAPPapersPhysical AI research

PHProduct Huntdaily launches

VCInvestor ScoutSequoia, a16z, Benchmark…

CLAUDE DISTILLS →

7 reads, 30 sec each — free, 6 AM ET.

+ a live graph of the companies, people & themes underneath.

HOME/99D

NEWS

99d

ISSUES 22LATEST OCT 16, 2026AUTHOR YONI RECHTMAN

Topics covered

Competitive Strategy Venture Capital Startup Advice AI Agents Product & Design Fundraising & Venture Capital AI Safety Leadership & Management Capital Efficiency Founder Stories AI Infrastructure Large Language Models

Venture’s chivalric myths

Data beyond brokerage

Do you know a guy?

Safetymogging and marginmaxxing the accelecels

Be dumb. Waste Money. Win.

Our 2Q letter to LPs

What capital wants

No revenue is enough revenue

Exercise windows should be longer.

I'm rooting for open source

Back in the saddle

Betting on vision

Post agent companies

We had it coming

We're all short intelligence

Slow Takeoff: 2026

AI Accenture, Not Accenture for AI

Don't wait for the AI shock

I Only Care About Terminal Value

Don't ask the group chat for permission

There will only be four jobs