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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

Sunday, 23 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Climate · Defense

Saturday, 22 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #512↗AI · Robotics

Friday, 21 August 2026

10 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The Moat↗AI · Infra · Data
99% Derisible · Yoni Rechtman
Our 2Q letter to LPs↗AI · Market
Continuations · Albert Wenger
Slowing Down the Race to Superintelligence↗AI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund Model↗AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #207↗Bio · AI · Robotics
Saastr
ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.↗Enterprise · AI
A16Z
Charts of the Week: Winds of Thematic Change↗AI · Data · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra · Climate

Thursday, 20 August 2026

11 pieces
Next Big Thing · Nikhil Basu Trivedi
Skydive↗AI · DevTools
Making Connections by Jax · Jax Vullinghs
Grok Bot wins the first 15 seconds↗AI · Consumer
Newcomer · Eric Newcomer
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation↗AI
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agenda↗AI · Market
Earnest Sweat
Everyone Shoots Threes Now↗AI · Market
Newcomer · Eric Newcomer
The Story of a Cap Table: OpenRouter↗AI
Phin Barnes
Raise less and build software↗AI · Enterprise
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.↗Market · Retail · AI
The Micromobility Newsletter · Team M
ALSO Raises $150M Series D 🚀↗Mobility · AI
First Round Review
Firsthand: How I Built a Brand with Heart at Lovable↗AI · DevTools · Fintech
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part II↗AI · Insurance · Security

Wednesday, 19 August 2026

12 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?↗AI · Infra · Semis
A16Z
Meet the a16z Talent Engineer Fellows↗HR · Market · AI
A16Z
OpenRouter & Stripe: The Intelligence Network↗AI · Infra
Newcomer · Eric Newcomer
Is AINS the Next SaaS?↗AI · Legal · Insurance
Saanya Ojha
The Hunt for Human Exhaust↗AI · Data · Fintech
Menlo VC
Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model Routing↗AI
Insight Partners
The enterprise AI bottleneck is about context, not capability↗AI · Enterprise · DevTools
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth↗AI · Infra · DevTools
Madrona Ventures
Celebrating Highspot↗Enterprise · MarTech · AI
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · Enterprise · DevTools
Sequoia
Own Your Intelligence: A How-To Guide↗AI

Tuesday, 18 August 2026

5 pieces
Earnest Sweat
The Barrel Gets a Price↗AI · Data · Fintech
Lenny's Newsletter
I tested Grok Bot, Grok 4.6, and Cursor Origin - here’s my honest take↗AI · DevTools
Saanya Ojha
Damned If You Diffuse, Damned If You Don’t↗AI · Market
Annelies Gamble
America’s Role in the Next Golden Age of Chemical Synthesis↗AI · Bio · Industrials
Continuations · Albert Wenger
Signing the Statement on Superintelligence↗AI · Market
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