Andreessen HorowitzSee all their emailsWho Gets Paid When AI Does the Shopping?
A real newsletter email from Andreessen Horowitz. Captured September 29, 2026.
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Captured Newsletter
Andreessen Horowitz analyzes how AI assistants impact e-commerce, marketplaces, and advertising profit pools.
Single-column layout with a top newsletter banner, bold article title, author metadata, text-heavy paragraphs interspersed with data charts and graphs, and a standard Substack footer.
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