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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

Wednesday, 26 August 2026

16 pieces
Saanya Ojha
Who Let the Ox Out?↗AI · Infra · Semis
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
Euclid Ventures
Nobody Wants Your Software↗AI · Enterprise · Market
Emergence Capital
The robots are ready. Are the assemblers?↗Robotics · Industrials · AI
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an Action↗Insurance · AI · Robotics
Newcomer · Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs ↗Market · AI
Patrick Salyer
The SaaSpocalypse CEO Survival Guide: Six Months Later↗Enterprise · AI
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?↗AI · Semis · Industrials
Saastr
A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.↗Enterprise · AI
Sammy Abdullah
CEO Comments on AI from 19 SaaS Earnings Calls↗Enterprise · AI
Saastr
5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost↗Enterprise · Data · AI
Melody Koh · Melody Koh, Partner @ NextView
The Frictionless Bargain↗AI
Venture Prose
Timing, Attitude and Discernment↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI

Tuesday, 25 August 2026

8 pieces
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changing↗AI · DevTools · Enterprise
Annelies Gamble
Routing Intelligence: Prateek Jain on Long-Horizon Agents↗AI · Infra
Saanya Ojha
Not in My Backyard, Not on My Grid↗Climate · AI
Obvious
10 Emerging Robotics Infrastructure Themes↗Robotics · AI · DevTools
A16Z
Intelligence is the Primitive. Applications are the Diffusion Layer.↗AI · Enterprise
Not Boring · Packy McCormick
An American Engineer in China↗Industrials · AI · Climate
Jamesin · Jamesin Seidel
Analysis of NeoLab Raises↗AI · Market

Monday, 24 August 2026

12 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 2↗AI · Market
Saanya Ojha
Default to Open↗AI · Infra
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical World↗Robotics · AI
Lenny's Newsletter
🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month ↗AI · DevTools
Radical VC
World Models in Robotics↗Robotics · AI
A16Z
The Oracle Problem: an invisible bottleneck to AI and medicine↗Health · AI
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)↗Enterprise · DevTools · AI
Stratechery
Autonomy and Innovation↗AI · Security · Market
Antler
Synthium↗AI · Robotics
Deconstructor of Fun
Retention in an AI Companion Game Deconstructed↗Gaming · AI
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools

Sunday, 23 August 2026

4 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at Stanford↗AI · Infra · Semis
Saanya Ojha
Weekly Wrap Sheet (08/21/2026): Costs, Control & Corpora↗AI
Investing in AI · Rob May
The Speed of Thought: What If Intelligence Has a Universal Limit?↗AI
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Infra · Industrials
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