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SUN 25 OCT 2026 · 147 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, 21 October 2026

3 pieces
General Catalyst
Delightful Software for Legal Professionals↗Legal · AI
Bain Capital Ventures
Video: Cognition on Building the AI Software Engineer and Taking Users from Survival Mode to Thriving↗AI · DevTools
M13
Who Verifies the Agents? Jonathan Awad, co-founder and CEO, Baselayer↗Fintech · AI

Tuesday, 20 October 2026

8 pieces
Annelies Gamble
The Next Bottleneck in AI for Science↗AI · Data
A16Z
Superhuman Hardware Design Is The Easy Part↗AI · Industrials · Robotics
A Wealth of Common Sense · Ben Carlson
Tech People Don’t Know What’s Going to Happen Either↗AI · Market
yCombinator
How Vin Bui became engineer #1 at Nowadays — and started treating it like his own company↗AI · Enterprise
Investing in AI · Rob May
Who Owns What AI Makes? An Interview With DeepLaw Founders↗Legal · AI
8VC
Orchestra Bio is Joining OpenAI↗Bio · AI
8VC
Orchestra Bio is Joining OpenAI↗Bio · AI
Accel
Our investment in Arda↗Industrials · AI · Defense

Monday, 19 October 2026

14 pieces
Radical VC
The Era of Superhuman Forecasting Is Here↗AI · Infra · Security
writing out loud · Wendy Xiao Schadeck
AI in Healthcare: The lightning strike amidst the perfect storm↗Health · AI
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis
Lenny's Newsletter
🎙️ How I AI: Meta Muse Wonder + How Brooke Lacey is scaling video with AI↗AI · Media
Continuations · Albert Wenger
The World After Capital: The Transition is Accelerating↗AI
Saastr
5 Interesting Learnings From Anthropic’s Data on Its Own Workforce: Junior Technical Hiring Down From 27% to 9%, Agents Working 6x the Hours of Humans, and Agents Waiting on a Human 80% of the Time↗AI · Market
David Cahn
The Market’s AI Faith Test↗AI · Market
Ashley Brasier · Ashley Brasier
I Thought I Was Talking to a Person↗AI
Lenny's Newsletter
“Claude cuts my TikTok”: How this creator is scaling video with AI | Brooke Lacey↗Media · AI
Menlo
Talk of the Town: Menlo Is Co-Leading Town’s $108M Series B↗AI · Enterprise
Akash Bajwa
The Founder Hiring Playbook↗Market · AI
USV
Tolan↗AI · Consumer
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Goodbye AI Bubble, Hello Real Economy↗AI · Market
Amplify Partners · Sunil Dhaliwal
Welcoming Madelyn Heart to Amplify Bio↗Market · Bio · AI

Sunday, 18 October 2026

3 pieces
Guru Chahal
Weekly Technology Digest — October 18, 2026↗AI · Infra · Semis
Saanya Ojha
🧾 Weekly Wrap Sheet (10/16/2026): Brains, Boundaries & Black Boxes↗AI · Enterprise · Security
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore↗Market · Enterprise · AI

Saturday, 17 October 2026

8 pieces
A16Z Crypto
Money for machines↗Crypto · Fintech · AI
A16Z Crypto
Money for machines↗Crypto · Fintech · AI
Abraham Thomas
The Efficient Venture Markets Hypothesis↗Market · AI
Saastr
Cloudflare Cut 20%. Atlassian Cut 10%, Mostly Engineers. Bending Spoons Cuts Up to 75%. All Three Are Growing Faster or Earning More. So How Lean Can B2B Teams Really Get?↗Enterprise · AI
Kyle Harrison
Making Stuff Up 2.0↗AI · Market
Lenny's Newsletter
🧠 Community Wisdom: PRDs for agents, tracking competitor messaging, whether software moats still exist, exercising startup options when you leave, and more↗AI · Market
BIG by Matt Stoller · Matt Stoller
How the Fed Is Quietly Inflating the AI Bubble While Hiking Your Electric Bill↗AI · Climate
Ed Sim
What’s 🔥 in AI/Infra/VC #520↗AI · Security · Infra

Friday, 16 October 2026

4 pieces
Radical VC
Beyond the Scoreboard: How Mantic Turns Forecasts into Decisions↗AI · Data
Saanya Ojha
Cats, Cars, and the Case Against Chaos↗Infra · AI
Madrona Ventures
Three Traits Shared by Successful Founders & Execs↗AI · Enterprise
Net Interest · Marc Rubinstein
Me and My Agents↗Banking · AI
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