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SUN 25 OCT 2026 · 146 new pieces this week

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makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
Akash Bajwa
Capital Stacks For Atoms↗
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 24 October 2026

2 pieces
Saastr
The Agent-Led Growth Playbook: A 10-Minute Inbound Booking, a 46-of-50 AEO Score, and Why First-Party Data Beats Every Signal Tool | The Agents #017↗MarTech · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #521↗Security · AI · Infra

Friday, 23 October 2026

11 pieces
Saanya Ojha
The Internet Is Not Okay↗Security · AI
99% Derisible · Yoni Rechtman
Data-native capital is coming↗AI · Data · Market
Memory Leak
Memory Leak — #50↗AI · Infra · DevTools
Newcomer · Eric Newcomer
Anthropic’s Pending IPO Has Silicon Valley on the Edge of Its Seat↗Market · AI
A16Z
Patch or Die↗Security · AI
Saastr
The New “Ask Your Developer” Is Ask Your Agent. And It’s The Marketing Battle You Have to Win Now↗AI · Enterprise · DevTools
A16Z
Charts of the Week: Attention is All You Need ↗AI · Infra · Semis
Day by Jay · Jackie DiMonte
Every cycle is unprecedented, this one’s no different↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting↗Security · AI
Saastr
The Double Hockey Stick: Why 1% of Your Users Now Drive 75% of Your AI Costs, and What Figma, Clay, and Higgsfield Are Doing About It↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
How Large is the AI Circle?↗AI · Infra

Thursday, 22 October 2026

19 pieces
Madrona Ventures
AI Is Its Own Attack Surface: Zico Kolter on Securing Agents↗Security · AI
Saanya Ojha
Meta’s Very Expensive Muse↗AI · Media · Marketplace
Lightspeed Venture Partners Blog
“You can actually have a full organization running with agents and a finance team of two.”↗Enterprise · AI
Guru Chahal
From Tropos to Warp: Why This One Is Personal↗Bio · AI
A16Z
Meet the a16z Ops Engineering Fellows ↗Market · AI
A16Z Crypto
Introducing a16z Frontier↗Market · AI · Crypto
A16Z
a16z Frontier↗Market · AI · Crypto
Newcomer · Eric Newcomer
The Story of Anthropic’s Cap Table: VCs Showed Up Late to the Party, Toting All the Cash They Could Wrangle ↗AI · Market
Saastr
20VC x SaaStr: $20M ARR and Unfundable, Anthropic’s $16.8B Quarter, and Modal at $15.75B↗AI · Enterprise · DevTools
David Talpalar
Portfolio Risk in Venture Capital↗Market · AI
Amir Kabir
Edition 68 | 2026 — The Grid Becomes a Control Problem↗Climate · AI · Security
General Catalyst
Bringing Code Gen Agents to the Rest of the Enterprise↗Enterprise · AI
Amplify Partners · Justin Gage
Announcing our investment in Tiles↗Enterprise · AI
Forerunner Ventures
Investing in Alta: Everyday Magic↗Consumer · Retail · AI
Lightspeed
"You can actually have a full organization running with agents"↗Enterprise · AI
SignalFire
Why we invested in Flagler: The AI-native MSK operating system↗Health · AI
SignalFire
The new era of sales: How voice AI is redefining the live calls↗AI · MarTech · Enterprise
QED Investors
Why QED invested in Flam↗Media · AI
Tomasz Tunguz · Tomasz Tunguz
Closing Eight Figure Deals in Two Weeks↗Infra · AI

Wednesday, 21 October 2026

8 pieces
Saanya Ojha
PHP: Pretty Huge Problem↗Security · AI
Lenny's Newsletter
Claude Duet is beautiful. I still forgot to use it↗AI · Enterprise
Better Tomorrow Ventures
On Risk↗Market · AI
Simon Wu
We All Built an Agent↗AI · Market
Saastr
Meta’s Muse and Our AI VP of Revenue 10K Built Their Own ‘Secret’ Mailbox to Work Together. Then They Came Up With a Safe Word.↗AI · Enterprise
Craft Ventures
Inside Un_prompted: Seven Lessons on Marketing & Growth When Agents Are the Customer↗AI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: It’s a Bloodbath↗AI · Infra
Melody Koh · Melody Koh, Partner @ NextView
The Denominator↗AI · DevTools
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