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SUN 25 OCT 2026 · 146 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, 10 August 2026

6 pieces
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity Gap↗Security · AI
A16Z
Can Agents Use a Computer Yet? We've Got the Data↗AI · Enterprise
Deconstructor of Fun
Why the Best Founders Are Neither American nor European↗AI · Gaming
Lenny's Newsletter
Claude Code for normal people: skills, voice mode, and how to collaborate with AI↗AI · DevTools
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?↗AI · Market
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity Gap↗Security · AI

Sunday, 9 August 2026

7 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery Loop↗AI · Infra
Radical VC
Radical Reads: Jeff Dean on Launching Discovery Loop↗AI
Feld Thoughts · Brad Feld
The Argument Against AI Writing Is At Least 2,400 Years Old↗AI · Media
Continuations · Albert Wenger
The Cost of Capital in the AGI Age↗AI · Market
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease↗AI · Infra · Climate
Investing in AI · Rob May
World Models And The Companies That May Win This New Space↗AI · Infra · Robotics
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR Multiples↗AI · Market

Saturday, 8 August 2026

4 pieces
Guru Chahal
OpenAI HuggingFace attack: A Watershed Moment for Cybersecurity!↗Security · AI
Stage 2
How to Use Claude to Define Your Ideal Customer Profile↗AI · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #510↗AI · Security · Infra
Saastr
Backstory Retiered Its Entire Customer Base in 3 Days. The Same Exercise Used to Take Five Teams a Quarter.↗Enterprise · AI

Friday, 7 August 2026

8 pieces
Glenn Borok
Airtable didn't get acquired - it got divorced↗Enterprise · AI · Market
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Memory Leak
Optical Interconnect — A Primer↗AI · Semis
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 02↗Health · AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'↗AI · DevTools
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom Tokens↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #205↗Climate · AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat Room↗AI · Security

Thursday, 6 August 2026

5 pieces
Greycroft.com
Defense Startup: AI Turns 2 Months Of Engineering Into 20 Minutes↗Defense · Industrials · AI
Amir Kabir
Edition 57 | 2026 — Why Trust Doesn't Scale Automatically↗AI · Security
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind Spot↗Market · AI
Saastr
I Bought 30+ APIs This Year. Only Exa Asked How It Went. Copy Them.↗DevTools · Enterprise · AI
A16Z
Knowing When to Stop: The Art of Making a Loop Converge ↗AI · DevTools

Wednesday, 5 August 2026

8 pieces
Radical VC
Our Investment in Discovery Loop↗AI · Infra
David Cahn
New Podcast: How The AI Bet Pays Off + AI Lab Strategy Game↗AI
Euclid Ventures
Venture Capital's Blackstone Problem↗AI · Market · Enterprise
Radical VC
Our Investment in Discovery Loop↗AI · Infra · Bio
Saastr
“Our AI Agent Rewrote Our App Without Telling Us” The Agents #12 is Here!↗AI · Enterprise
Pear
Request for Startups: Ideas from iconic founders & leaders↗AI · Enterprise
Lenny's Newsletter
Build an AI code review bot in 30 minutes with Vercel Eve↗DevTools · AI
Tomasz Tunguz · Tomasz Tunguz
Spending Like a Hyperscaler↗AI · Infra · Market

Tuesday, 4 August 2026

2 pieces
Annelies Gamble
Measuring the road to AGI↗AI
Insight Partners
Behind the investment: Convex↗AI · DevTools · Enterprise
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