Bullish on 2026, here is why

Happy Tuesday Brex Community,

I’ve been working in tech for many years and this is easily the most exciting time for innovation. I say having been in the Bay Area during the major innovation cycles: the .com era, the launch of cloud computing/AWS and launch of iPhone/Android and social apps via Facebook/Twitter. AI is the main driver behind most of it and it impacts autonomous vehicles, new chip development, robotics, agents, manufacturing, energy, etc. There are so many interesting developments in tech and it’s only in February, can’t wait to see how 2026 unfolds, here are a few items that caught my attention since the start of the new year:

Lemonade launches reduced insurance for those using Tesla full self driving

Waymo expands into Miami

AI Agents are working and communicating with each other via Moltbook

Tesla is going to start making robots

Y Combinator lists the type of innovative startups they want to invest in

Have a great week,

Shai Goldman

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Basis Set Ventures has announced the launch of its $250 million Fund IV, continuing its mission to partner with early-stage founders at the "earliest moment" of their journey. Founded in 2017, the firm emphasizes its commitment to independent thinkers who build real systems before a market narrative is fully established. The new capital will allow Basis Set to deepen its focus on technical founders across AI, infrastructure, and industrial transformation.

The firm prides itself on being a "radically honest learning partner" rather than a consensus-driven investor, citing early bets on companies like Scale AI and Quince as examples of its high-conviction approach. By investing in foundational technologies and category-defining startups, Basis Set aims to provide long-term support and rapid iteration for entrepreneurs working on ground-truth solutions while signals remain unclear.

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