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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

Tuesday, 4 August 2026

6 pieces
Carried Away
Some Assembly Required↗Market · AI
Jamesin · Jamesin Seidel
Some things I've been thinking about - ↗Fintech · AI · Robotics
A16Z
Endeavor Optical Networks↗AI · Telecom · Defense
A16Z
Investing in Volta↗AI · Infra · Travel
Meritech
Meritech Software Pulse | 31-July-2026↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' Paradox↗AI · Infra · Semis

Monday, 3 August 2026

9 pieces
Tanay Jaipuria · Tanay Jaipuria
The Simulation Stack in Robotics↗Robotics · AI
Acrew Capital
Investing in Horizon3: hacking the enterprise before the attackers do↗Security · AI
Lenny's Newsletter
🎙️ How I AI: ChatGPT Codex Voice + browser + Sites: an expert’s AI workflow | Nick Baumann (OpenAI)↗AI · DevTools
A16Z
Drug Discovery Has No Magic Wands↗Bio · AI
Saastr
2026 Is The Biggest IPO Year In History. But Take Out SpaceX And Right Now It’s One of the Worst.↗Market · AI · Enterprise
Lenny's Newsletter
ChatGPT Codex Voice + browser + Sites: an expert’s AI workflow | Nick Baumann (OpenAI)↗AI · DevTools
Akash Bajwa
The Endgame Of Vertical Integration↗AI · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Are Big AI Firms Cooking the Books?↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI is a Terrible Ghostwriter↗AI

Sunday, 2 August 2026

8 pieces
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory Trade↗Semis · AI · Market
Hunter Walk
Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to hate today’s capitalism; look for founders who play RTS games; and a Chrome extension which blocks slop ecom brands ++ [link blog]↗Market · AI · Consumer
Radical VC
A Functional Taxonomy of World Models↗AI · Infra · Robotics
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & Spend↗AI · Infra · Security
Saastr
The AI Board Member: Should Yours Should “Chair” the Next Meeting? At Least Conceptually↗AI · Market
Investing in AI · Rob May
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference↗AI · Infra · Fintech
Saastr
Jason’s Takes on This Week’s 20VC: The Toggle Is a Permission Grant, The Blame Test Decides the Deal, and Why Five Years of Price Increases Is a Countdown↗AI · Enterprise
Kenneth Auchenberg
Why platform Dashboard UIs end up as tragedy of the commons↗Enterprise · DevTools · AI

Saturday, 1 August 2026

3 pieces
Saastr
The #1 Most Important Thing to Understand About AI SDRs: They Can’t Figure It Out For You. That’s Still Your Job. For Now, At Least.↗Enterprise · MarTech · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #509↗Security · AI · Infra
A Wealth of Common Sense · Ben Carlson
Why I Love the Stock Market↗Semis · AI

Wednesday, 22 July 2026

1 pieces
USV
Obliterate, Don’t Automate↗AI · Market

Wednesday, 8 July 2026

1 pieces
USV
Data At The Edge↗AI · Infra · Robotics

Monday, 6 July 2026

1 pieces
USV
Alqem↗AI · Industrials · Climate

Thursday, 25 June 2026

1 pieces
USV
The Rebel Alliance↗AI · Infra · DevTools

Tuesday, 23 June 2026

1 pieces
USV
Consumer Rebellion↗AI · Market

Wednesday, 3 June 2026

1 pieces
USV
Suno↗AI · Media

Friday, 24 April 2026

1 pieces
Elizabeth Yin · Elizabeth Yin
The wide path: Why most current valuation dynamics are not here to stay (and what will)↗AI · Market

Thursday, 23 April 2026

1 pieces
USV
Glif↗AI · DevTools

Tuesday, 7 April 2026

1 pieces
USV
Tasklet↗AI · DevTools · Enterprise

Wednesday, 25 March 2026

1 pieces
USV
Meet the Agents at USV: Arthur, Ellie, Sally, and Friends↗Market · AI

Friday, 13 March 2026

1 pieces
USV
History Rhymes?↗AI · Infra

Monday, 8 December 2025

1 pieces
USV
The Race to Run Businesses Autonomously: Cofounder by The General Intelligence Company of New York.↗AI · Enterprise

Wednesday, 12 November 2025

1 pieces
Greylock News
Introducing SuperMe: The AI-Native Professional Network↗Market · AI

Monday, 10 November 2025

1 pieces
Greylock News
Introducing Tenzai: Autonomous AI Hackers↗Security · AI
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