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"Patient Capital Will Eat the World " and 4 more

2026-02-05 · 15:11 UTC ·Substack ·3 min read

Brief

Your Weekly Stack (published 2026-02-05) is a curated Substack digest recommending recent posts: Minutes' piece flags Andreessen Horowitz's $15B new commitment and a fund said to represent ~18% of venture assets; David Oks investigates falsified population numbers (464 likes); Michel Justen maps AI 'tribes'; Annie Dong details $1.5M+ education costs.

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title: "Patient Capital Will Eat the World " and 4 more

author: Substack

content_type: newsletter

publication: substack.com

published: 2026-02-05T15:11:01+00:00

source_url: gmail://19c2e5b5d249cdd0

word_count: 642

Your Weekly Stack: A digest of posts that's been assembled just for you

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Your Weekly Stack has arrived. Explore this week’s personalized recommendations, selected with your interests and subscriptions in mind.

Minutes

Patient Capital Will Eat the World

Venture capital has become a very, very big asset class. Just a couple of weeks ago, Andreessen Horowitz announced a $15 billion in newly committed capital. This is a single fund representing a half dozen products that in aggregate make up 18% of all ventu...

Read more

3 days ago • 67 likes • 5 comments • Will Manidis

David Oks

A lot of population numbers are fake

Here’s the story of a remarkable scandal from a few years ago....

15 days ago • 464 likes • 49 comments • David Oks

What is this

A guide to the AI tribes

Originally a talk for incoming AI journalists. Disclosure: While I’m posting this in a personal capacity, I work at Tarbell Center for AI Journalism, which is funded by Coefficient Giving (formerly Open Philanthropy), a major player in this story....

11 days ago • 102 likes • 19 comments • Michel Justen

Annie, Forever Always

The hidden costs of the world’s most expensive schools

By the time I graduate college, my education would’ve cost my family a collective $1.5M+ out of pocket....

25 days ago • 141 likes • 25 comments • Annie Dong

Alexandria

Doing the dirty work

Jasmine is an independent journalist covering Silicon Valley tech and culture. That’s the tight one-liner she’ll tell you if you ever meet her and ask what she does. What she won’t tell you is the million other lives she lives that seem to all perfectly cu...

3 days ago • 64 likes • Aadil

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