The Journey Vol. 3 đź§­

Forging bold paths through wisdom and insight

Learn how the agentic internet will redefine web economics and dive into our AI Stack Series, where we spotlight leaders using AI to reshape workflows.

Discover books, podcasts, articles, and other content currently capturing our team’s attention.

Keep up with recent news, appearances, and happenings from across the firm.

Explore the trends, hot takes, and recent developments impacting the technology landscape.

But first, a message from NEA

Dear Founders and Friends,

We're officially entering our spring 2026 leg of The Journey, following a winter characterized by a shift from AI hype to building AI infrastructure, the continued rise of physical AI, and the acceleration of technology adoption across the US healthcare industry.

A new season has arrived with steady momentum. The founders who stayed true to their fundamentals during a disciplined winter are emerging stronger and ready to build. AI is no longer the future—it is the operating layer of the present, and the companies best positioned to win are those that treat it not as a feature, but as a foundation.

We're excited to share what we've been up to and offer our perspectives on how today's trends are shaping the industries of tomorrow. And as spring unfolds, we want to acknowledge that many of you are navigating the demands of building in the midst of a world that’s experiencing a particularly chaotic period. We hope this season brings opportunity as well as some moments of lightness. We look forward to continuing this Journey together.

Blog

Monetization of the AI Internet

For 25 years, the internet expanded ever outward—now AI is pulling it inward, reshaping how we discover, decide, and move money online.

Blog

AI Stack Series: 5 Lessons for Harnessing AI in Corporate Finance

NEA’s AI Stack Series goes inside the functional teams actually building with AI—sharing hard-won lessons, real workflows, and practical insights you can apply right away.

What we’re consuming

“Stress is universal, but it doesn't have to be negative! In this book, McGonigal explores the positive side of stress and how mindset really matters when it comes to harnessing the power of stress and turning it into a positive force. This is a book I come back to again and again and highly recommend.” 

-Tiffany Luck, Partner, Technology Investing Team

What we’re consuming

“Incredible technical AI engineering insights and associated communities.”

-Madison Faulkner, Partner, Technology Investing Team 


Video

AI for Science: Algorithms to Atoms

In conjunction with the annual NeurIPS conference, NEA brought together leaders from NVIDIA, Caltech, Sakana AI, CuspAI, Xaira Therapeutics, and Nature Machine Intelligence to explore how AI is supercharging discovery across materials, biology, and physics.

On the Road

Catch the NEA team live at these upcoming events:

  • HumanX Conference • April 6 - 9, 2026, San Francisco

  • AI Engineer Conference • April 8 - 10, 2026, London

  • Startup Grind Conference • April 28 - 29, 2026, Silicon Valley

The Current

Remittances: A Case Study in Stablecoin Utility

Stablecoins could finally make sending money home faster, cheaper, and more reliable—transforming how billions move across borders.