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The latest themes, trends, and news in the world of intelligent applications

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Latest Issues

Highlights From the 2026 IA40 Summit

This past week Madrona hosted its fifth annual IA40 Summit, where we celebrated the winners of the IA40 (the top 40 private AI startups as voted on by our VC peers) and heard from AI leaders and builders like Rahul Patil (CTO Anthropic) Cha...

8 days ago
4
1

The Rise Of The Neo Neo Lab

For years, the conventional wisdom was simple: models are commoditizing, so enterprises shouldn’t bother training their own.

Why do the difficult and costly work of building a model when you can buy frontier intelligence from Anthropic or...

22 days ago
11
2

Is the promise of “Siri” finally here?

When ChatGPT first came out, there was a lot of discussion around having an all in one personal AI assistant - what some would refer to as a true Siri. We’ve all tried Siri before and on its best day, it’s still meh. In the wake of the “Cha...

a month ago
5
2

Execution Is The Moat

Our friend Nikunj Kothari at FPV Ventures incicively pointed out that VCs love to talk about certain categories in AI “have no moat”.

In our view, he nails it.

In the world of AI, where the underlying tech and models change so quickly,...

2 months ago
16

Every Sector Will Have a ‘Claude Code Moment'

About a year ago we wrote “The Browser Becomes an Agent”, arguing the browser would stop being a passive window and become the operating system for agents — reading context across tabs, remembering, acting. Atlas, Comet, and Copilot Mode we...

2 months ago
7

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  • Vivek Ramaswami

    Partner at Madrona

  • Sabrina Albert

    Partner at Madrona

  • Caleb Bushner

    Head of Marketing at Madrona. Big fan of startups.

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