A major venture firm just dropped the second installment of their 2026 outlook. Their American Dynamism and Apps divisions weighed in on where the tech landscape's headed next year. These annual reports usually pack some contrarian takes on emerging sectors and platform shifts. Worth checking what thesis they're betting on for the coming cycle.

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RamenDeFiSurvivorvip
· 12-12 05:04
Hmm... it's the same old tune again, claiming every year to revolutionize something, but in the end, it's all been overshadowed by large models and AI.
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MagicBeanvip
· 12-10 19:58
Here's the annual report again, always full of hype, but the ones really making money are still that group of people.
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SeeYouInFourYearsvip
· 12-10 19:52
Alright, it's time again to see how the big players are betting... But honestly, the theses in these reports really need to be taken seriously, after all, they're not throwing their money around blindly.
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memecoin_therapyvip
· 12-10 19:51
VC is once again hyping up big plans; how many of these will actually come to fruition this time?
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FlashLoanLarryvip
· 12-10 19:50
ngl the "contrarian takes" framing is just cope for when their portfolio bagholding becomes thesis validation. curious what capital allocation thesis actually holds up vs. just narrative retrofitting tho
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