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SUN 25 OCT 2026 · 144 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

Tuesday, 8 September 2026

12 pieces
Fika Ventures
The AINS Calculator (AI-Native Services)↗AI · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.↗AI · Infra · Insurance
Annelies Gamble
Scaling Agentic Commerce↗Banking · AI · Retail
Greylock News
Introducing Antioch: The Simulation Platform for Physical AI↗AI · Robotics
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics
QED
LLM incentives and the application layer↗AI · Enterprise
Not Boring · Packy McCormick
Everyone is Reading Lonesome Dove↗Media · AI
Lenny's Newsletter
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)↗AI
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with Mistral↗AI · Infra · Market
Sapphire Ventures
AI (In)Security↗Security · AI
Jump Capital · Yelena Shkolnik
The Center Cannot Hold↗AI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?↗AI · Enterprise

Monday, 7 September 2026

7 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor Day↗AI · Market
Lenny's Newsletter
🎙️ How I AI: GPT-6 Astra is a banger + Stripe’s AI playbook + Grok Bot vs. OpenClaw: why I replaced my entire agent stack↗AI · Enterprise
Saastr
Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.↗Enterprise · AI
Lenny's Newsletter
Build your own company brain: the enterprise AI playbook from Stripe’s engineering team | Sharadh Krishnamurthy↗Enterprise · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & Losers↗AI · Market
Akash Bajwa
Does Concentration Risk Matter In AI?↗AI · Semis · Infra
Tomasz Tunguz · Tomasz Tunguz
The Three Waves of AI Consumption↗AI · Infra

Sunday, 6 September 2026

6 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open Tasks↗AI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (09/04/2026): Swarms, Safeguards & Supremacy↗AI
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M ↗AI · Semis · Mobility
Saastr
Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)↗Enterprise · AI
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)↗Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.↗AI · Enterprise · Market

Saturday, 5 September 2026

5 pieces
Peter G Schmidt · Peter G Schmidt
Why is there a $500M AI Model Training Company in North Canton, OH?↗AI · Infra
Lenny's Newsletter
🧠 Community Wisdom: Driving AI adoption when habits are the bottleneck, leveling up from APM to a mid-level PM role, converting a wave of new users to subscription, and more↗AI · MarTech
Saastr
California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and Vendors↗Enterprise · AI
Continuations · Albert Wenger
Why AI Consciousness Matters↗AI
Ed Sim
What’s 🔥 in AI/Infra/VC #514↗AI · Infra · Security

Friday, 4 September 2026

10 pieces
Obvious
The Holy Grail of Autonomy is Coming into View↗Mobility · AI
Saanya Ojha
Hallelujah, It’s Raining Models↗AI · Infra
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · AI · Industrials
A16Z
Investing in Gimlet↗AI
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗AI · Market
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B↗AI · Enterprise · DevTools
A16Z
Charts of the Week: Experience > Skills↗AI · Security · Media
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent Depth↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209↗AI · Infra · Climate
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them All↗AI · DevTools · Built World
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