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SUN 25 OCT 2026 · 147 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

Friday, 18 September 2026

2 pieces
Abe Murray
AlleyCorp Deep Tech | September 2026 Newsletter↗AI · Climate · Defense
Not Boring · Packy McCormick
Weekly Dose of Optimism #211↗Health · Bio · AI

Thursday, 17 September 2026

5 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the Model↗AI · Enterprise
Saanya Ojha
The Interface to Everything↗AI · Consumer
Lightspeed Venture Partners Blog
What It Actually Takes to Replace a Legacy ERP↗Enterprise · AI
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPO↗AI · Infra · Market
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin Opportunity↗AI · Enterprise · Fintech

Wednesday, 16 September 2026

6 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for Machines↗AI · Security
Know Your Growth
Steering a Rocket Ship: Inside Profound’s Meteoric Growth↗AI · MarTech
Insight Partners
How the context layer creates enterprise ROI↗Enterprise · AI
Lenny's Newsletter
Muse review: The personal AI agent that gets consumer UX right↗AI · Consumer
Menlo VC
2026: The State of Consumer AI↗AI · Consumer
A Wealth of Common Sense · Ben Carlson
Why Are Valuations Falling in a Bull Market?↗AI

Tuesday, 15 September 2026

11 pieces
Thomas Reiner
AV Fleet Tracker Bottoms Up: 5.5k+ Vehicles | PA Dispatch No. 15↗Mobility · AI
Annelies Gamble
When AI Measures What Instruments Miss↗AI · Climate
Saanya Ojha
The Audacity of Caution↗AI
Meritech
Meritech Software Pulse | 11-September-2026↗Enterprise · AI
Abraham Thomas
My Next Adventure↗Fintech · AI
USV
Product in the Agentic Age↗Market · AI
USV
Product in the Agentic Age↗AI · Enterprise
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AI↗Enterprise · AI · Market
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made↗AI · Enterprise
Madrona Ventures
When Agents Meet in the Middle: Why We Invested in Jack & Jill↗HR · AI
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells Itself↗Enterprise · AI

Monday, 14 September 2026

9 pieces
Radical VC
What AI Has to Understand Before It Can Beat the Market↗AI · Fintech · Banking
Lenny's Newsletter
🎙️ How I AI: How two SpaceXAI designers use Grok Bot to do their jobs↗AI · DevTools
Continuations · Albert Wenger
Universal Moral Core Principle 3↗AI
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet↗AI · Enterprise
A16Z
Product Management is Still All About Telling Stories↗AI · Market
Lenny's Newsletter
How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng Zheng↗AI · DevTools
Akash Bajwa
Agent Traffic: Infrastructure & Security Software Signals↗AI · Infra · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO Already↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
What Does Pacing Mean?↗AI

Sunday, 13 September 2026

4 pieces
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make Sense↗AI · Enterprise · Fintech
Hunter Walk
AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & Power↗AI · Infra
Saastr
Harvey Puts a Former Practicing Lawyer in Every Deployment. About 180 of Them. Here’s How That Model Works↗Legal · AI

Saturday, 12 September 2026

2 pieces
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market

Friday, 11 September 2026

1 pieces
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
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