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SUN 25 OCT 2026 · 144 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

Monday, 31 August 2026

7 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 2: Implications↗AI · Market
Adrian Radu
The Great AI Talent Concentration↗AI · Market
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday↗AI · Enterprise · DevTools
Madrona Ventures
Introducing the 2026 Intelligent Applications 40↗AI · Market
Lenny's Newsletter
How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)↗AI · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?↗AI · Gov
Tomasz Tunguz · Tomasz Tunguz
The Price of Entry to the Frontier↗AI

Sunday, 30 August 2026

9 pieces
Kevin Stevens
Every Overbuild Ends the Same Way↗AI · Climate
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the Frontier↗AI · Security
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market · Enterprise · AI
Kojo Osei
A bottom-up model of AI demand↗AI · Infra
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows↗AI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion Moonshot↗AI · Enterprise
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)↗AI · Enterprise · DevTools
Investing in AI · Rob May
How To Think About The Negative ROI on AI Investment↗AI · Infra
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself Again↗Retail · AI

Friday, 28 August 2026

11 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a moment↗AI · Infra · DevTools
Vickram Pradhan
Is Healthcare a Safe Haven if the AI Trade Unwinds?↗Health · AI
Saanya Ojha
The Claudeforce Awakens↗Enterprise · AI
Kevin Stevens
The Interface Was Never the Moat↗AI · Enterprise · Industrials
Saastr
When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013↗Enterprise · AI · MarTech
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data Retention↗AI · Enterprise · Data
A16Z
The Machine Age Fund↗AI · Infra · Semis
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026↗Market · AI
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Unleashing Creativity↗AI · Robotics

Thursday, 27 August 2026

12 pieces
Newcomer · Eric Newcomer
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗AI · Enterprise
Sammy Abdullah
The Best Quotes from Salesforce’s Q2 Earnings Call on AI↗Enterprise · AI
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis
Jamie Tomalin
AVs as a Bellwether for Autonomy↗Mobility · AI
Nkechi Iregbulem
Investing in Transfyr↗Bio · AI
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed↗AI · Infra · Enterprise
Phin Barnes
Natural Value↗AI · Enterprise · Market
Saastr
Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last Place↗Enterprise · AI · Data
A16Z
You are not a model. Don’t price per token.↗AI · Enterprise · Market
David Talpalar
The Power of the AI Harness: Long Live the Application Layer↗AI
Glasswing VC
AI Atlas: Mamba-3: Advancing Architecture, While Reducing Cost↗AI · Infra · Fintech
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model Factory↗AI · Infra · Climate

Wednesday, 26 August 2026

1 pieces
Lowercarbon
Cleanup, Inc.↗Built World · AI
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