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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

Friday, 16 October 2026

7 pieces
Saastr
Going Headless: Claudeforce vs. Replit vs. Lovable, Agents Picking Our Vendors, and Two of Our Agents Built Their Own Inbox to Talk Behind Our Back: The Agents #016↗Enterprise · AI · MarTech
Saastr
G2’s 2026 AI Agents Report: Only 9% of Buyers Think Seat Pricing Is Fair, 57% Want Usage-Based, and 74% Will Shop You at Renewal↗AI · Enterprise
A16Z
This Week in Charts: Agents Denied↗AI · Retail · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 10.16.26 - The Diffusion Gap↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis
Erik de Stefanis · Erik de Stefanis
AI, Owning the OpCo, Who will capture the value?↗AI · Enterprise · Market
Emergence Capital
Selling the Outcome: A Conversation with Gainsight CEO Chuck Ganapathi↗Enterprise · AI

Thursday, 15 October 2026

11 pieces
Lightspeed Venture Partners Blog
doubleAI↗AI · Infra
Joe Lonsdale
Ep 166: Eric Glyman on Ramp's Meteoric Growth, Selling Outcomes vs Products, and the Future of White-Collar Work↗Fintech · AI
Guru Chahal
Anthropic Then and Now: Revisiting My Interview with Daniela Amodei↗AI · Market
Saanya Ojha
The Call Will Come From Inside the House↗AI · Security · Enterprise
Saastr
Meta Ships Muse Wonder, Jev Raises $870M 24 Days After Launch, and Anthropic Cuts Haiku 90%: The Top Takeaways From This Week’s 20VC x SaaStr↗AI · Market
Casey Accidental
How PM Work Is Changing in the AI Era ↗Market · AI
Meera Clark · Meera Clark, Partner @ Redpoint
Selling the Work: What Mission Bay Keeps Missing About Main Street↗AI · Enterprise
A16Z
Wallet Wars↗AI · Fintech
A16Z
Introducing Securing America’s Infrastructure Foundation↗Security · Gov · AI
Amir Kabir
Edition 67 | 2026 — The Autonomous Factory↗Industrials · AI · Security
M13
The Future of Security is Data Security | Lizzy Nammour, founder & CEO, Teleskope↗Security · AI

Wednesday, 14 October 2026

20 pieces
Newcomer · Eric Newcomer
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗Market · AI
Antler
Why we invested in Cloop↗Enterprise · AI
Antler
Why we invested in Sonura↗AI · Media
Antler
Why we invested in siliXon↗AI · DevTools · Semis
Lightspeed Venture Partners Blog
AI for the Real Economy: Our Series A in Zenzap↗Enterprise · AI
Equal Ventures
Reflections from Shoptalk: the agents are coming?↗Retail · AI · MarTech
Madrona Ventures
What Founders Should Know About AI Legal Risk Before They Ship↗AI · Legal
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy P&C Insurance Before It Destroys Humanity?↗Insurance · Security · AI
A16Z
Winning the Relay Race: Long-Running Agents in High-Value Customer Journeys↗AI · Enterprise
Antler
Navana.ai↗Infra · AI
Antler
Navo↗Retail · AI
Antler
Mandrake Bio↗Bio · AgFood · AI
Lenny's Newsletter
Meta’s new ‘Muse Wonder’ model: good for AI agents, bad for design↗AI
Venture Unlocked · Samir Kaji
Oren Zeev on why to stay small and solo, and the nature of AI investing today. ↗Market · AI
Antler
Armory↗Defense · AI
Saastr
Planning Your 2027 Event Calendar? Our Top 9 Sponsors Averaged 957 Leads at SaaStr AI Annual. And Next Year Will Be Even Bigger↗Market · AI
makers + builders · Parul Singh
7 Days to $100M, 5 Days to Free ↗AI · Infra
Guru Chahal
AI's Next Frontier: Learning from Experience↗AI · Infra
Lightspeed Venture Partners · Tal Morgenstern
AI for the Real Economy: Our Series A in Zenzap↗AI · Enterprise
Alumni Ventures
The Rise of AI-Native Services: Why the Next Generation of Software Will Sell Outcomes, Not Tools↗AI · Enterprise

Tuesday, 13 October 2026

2 pieces
Tanay Jaipuria · Tanay Jaipuria
The Rise of DeployCos↗AI · Enterprise
Annelies Gamble
Manufacturing Is a Jenga Problem↗Industrials · AI
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