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SUN 25 OCT 2026 · 147 new pieces this week

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Select picks in the past month
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, 11 September 2026

6 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is the promise of “Siri” finally here?↗AI · Consumer
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗AI · Security
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?↗AI · Market
A16Z
Catching the (Venture) Bus↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #210↗AI · Infra · Health

Thursday, 10 September 2026

16 pieces
Nikunj Kothari
Divorced from reality↗AI · Market
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗AI · Crypto · Semis
Saastr
20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town↗AI · Enterprise · Legal
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise
Turner Novak
🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO↗Enterprise · AI · Data
Ryan Shannon · VC @ Radical Ventures
The Legibility Tax↗AI · Enterprise
Saastr
5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI↗Data · AI · Enterprise
A16Z
Investing in Highstock↗Marketplace · Retail · AI
Sammy Abdullah
12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era↗Enterprise · AI
The Sociology of Business · Ana Andjelic
Simulation marketing↗MarTech · AI · Media
Not Boring · Packy McCormick
An Ode to Counter-Positioning↗AI · Market
Investing in AI · Rob May
Nebius: A Software Company With A Data Center Attached↗AI · Infra
David Talpalar
Welcome to the AI Personal Assistant Era↗AI · Enterprise
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 Question↗Robotics · Industrials · AI
Kenneth Auchenberg
The end of human abstraction↗AI · DevTools · Enterprise

Wednesday, 9 September 2026

17 pieces
Antler
European Founder Report 2026: A Tale of Two Tiers↗Market · AI
NextView VC
The Third Layer↗AI · Market
A16Z
Investing in Cognition↗AI · DevTools
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AI↗AI · Security · Insurance
Saastr
ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue↗AI · Enterprise
Investing in AI · Rob May
Reader Submission: A Deeper Dive on Dell↗AI · Industrials
Saanya Ojha
Mathematicians Have Navier Been More Stoked↗AI · Data
Euclid Ventures
The Sriracha Problem↗AI · Marketplace · Enterprise
Lerer Hippeau
Please welcome Type, the first multiplayer AI product for teams↗AI · Enterprise
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”↗Market · AI
Medha Agarwal
From Models to Machines: The Physical AI Market Map↗AI · Robotics · Industrials
Startup Hacks · Alex Iskold
On moats and barriers to entry↗Enterprise · AI
Melody Koh · Melody Koh, Partner @ NextView
The Third Layer↗AI · Market
makers + builders · Parul Singh
Your Harness Is the Product↗AI
Sequoia
Partnering with Cymphony: Security Unlocks Adoption↗Security · Enterprise · AI
Lightspeed Venture Partners · Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar
Helping Legal Teams Own Their Intelligence: Our Series H Investment in Harvey↗Legal · AI

Tuesday, 8 September 2026

1 pieces
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
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