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SUN 25 OCT 2026 · 145 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, 14 August 2026

3 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?↗AI

Thursday, 13 August 2026

18 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AI↗AI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStr↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Enjoy the Ride↗Market · AI
Saanya Ojha
Watermark My Words↗AI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series C↗AI · Data
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗AI · Market
Antler
Aina↗AI · DevTools · Consumer
Antler
Sophiie AI↗AI · Enterprise
A16Z
This Essay is 10% AI Generated↗AI
Antler
Jurisphere↗Legal · AI
Antler
IndustrialMind.ai↗Industrials · AI
Antler
CrayonLabs↗AI · Enterprise
Antler
Dodge.ai↗Enterprise · AI
Antler
Infer.so↗AI
A16Z
Investing in Vals↗AI
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data↗AI · Infra
David Talpalar
The Big Data Center Debate↗AI · Climate
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent↗AI · Infra

Wednesday, 12 August 2026

7 pieces
Saanya Ojha
Revenge of the Wrappers↗AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part I↗AI · Security · Insurance
Melody Koh · Melody Koh, Partner @ NextView
Consensus by Construction↗Market · AI
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series C↗DevTools · AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI

Tuesday, 11 August 2026

9 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.↗Climate · AI
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗AI · Market
Annelies Gamble
The Frictions That Make AI Forecasting Hard↗AI · Health
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed Engineers↗Enterprise · AI
Saanya Ojha
The AI Revolution will be Securitized↗AI · Semis
Into the Metaverse
The Friends We Made Along the Way↗Crypto · AI
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the Stock↗Security · AI
A16Z
Some Simple Economics of Open versus Closed AI↗AI
Tomasz Tunguz · Tomasz Tunguz
A Winner in Every Category↗Enterprise · AI

Monday, 10 August 2026

3 pieces
Saanya Ojha
Zuck’s Great Open-Source Reset↗AI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 1: Implications↗AI · Market
Lenny's Newsletter
🎙️ How I AI: Build an AI code review bot in 30 minutes + Claude Code for normal people↗DevTools · AI
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