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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

Tuesday, 13 October 2026

12 pieces
Saanya Ojha
Meta Joins the Frontier Club↗AI · Consumer
Radical VC
How Agentic Activity Changes the Risk Equation↗Security · AI
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗AI · Infra · Semis
Battery Ventures
How AI is Turning ERP Incumbency from an Asset to a Liability↗Enterprise · AI
Greycroft.com
Workday to Acquire C1.ai, a Leading Agentic Identity Platform for People and Agents↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
The Theory 2026 AI Survey Results↗AI · Enterprise
A16Z
The $108 Billion AI Opportunity for Specialty Practices↗Health · AI
Better Tomorrow Ventures
Building Agents: Panel with Jean-Denis Greze (Town) & George Kurdin (Monk)↗AI · Enterprise
Not Boring · Packy McCormick
Runway: Learning From Watching the World↗AI · Infra · Media
Ben Yoskovitz
Systems Thinking Needs a Scorecard↗AI · Enterprise
Meritech
Meritech Software Pulse | 09-October-2026↗Enterprise · AI
Accel
AI That Knows What Your Team Knows↗Enterprise · AI

Monday, 12 October 2026

8 pieces
Sierra Ventures
President of Cisco, Jeetu Patel, on How Trust Is the Unlock for the Agentic Enterprise↗AI · Enterprise · Security
Saastr
The Latest SaaStr AI Agent Playbook for GTM Is Out: Everything We’ve Learned Running SaaStr on 3 Humans and 21+ AI Agents, In One Handy Guide↗AI · Enterprise · MarTech
Lenny's Newsletter
🎙️ How I AI: How Meta designed Muse with Alex Cornell↗AI · Media
Saastr
Our AI Agent Picked Render Over Railway and Vercel. I’d Barely Heard of It. That’s How You Get Leads in The Agent Age.↗AI · DevTools · MarTech
Sammy Abdullah
The 15 Themes on AI from SaaS Earnings Calls↗Enterprise · AI
Deconstructor of Fun
How Top Studios Should Allocate Their AI Budgets↗Gaming · AI
Lenny's Newsletter
How Meta designed Muse: an AI agent people actually want to talk to | Alex Cornell (Design Director)↗AI · Consumer
Tomasz Tunguz · Tomasz Tunguz
Sales in the Age of AI↗AI · Enterprise

Sunday, 11 October 2026

7 pieces
Continuations · Albert Wenger
The Right to be Represented by an Agent↗AI · Gov
Saanya Ojha
🧾 Weekly Wrap Sheet (10/09/2026): Minds, Money, Math & Morality↗AI · Market
Euclid Ventures
Why Your Voice AI Agent Isn’t Enough↗AI · Enterprise
Investing in AI · Rob May
AI Progress Is Stalling. Now Is The Best Time To Invest.↗AI · Enterprise
Saastr
Jason’s Takes on This Week’s 20VC: Loyalty Changed for Good, Agents Now Pick Your Vendors, and When to Take the $2 Billion↗Market · AI · Enterprise
Lenny's Newsletter
Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)↗AI · Enterprise
Cowboy VC
The Emerging Vertical AI Landscape, And Our Vertical AI Market Map↗AI · Market

Saturday, 10 October 2026

4 pieces
A16Z Crypto
How close is AI to breaking cryptography?↗Security · Crypto · AI
A16Z Crypto
Can AI really break cryptography? Experts weigh in↗Security · Crypto · AI
Saastr
Atlassian’s Head of AI: We Bolted AI Onto 20+ Apps, Almost Didn’t Ship Chat, and Flipped Our Hiring Toward Juniors↗Enterprise · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #519↗AI · Infra · Market

Friday, 9 October 2026

9 pieces
Making Connections by Jax · Jax Vullinghs
Credibility is the scarce resource↗AI · MarTech
Saanya Ojha
Please Be Nice to Claude↗AI · Market
Turner Novak
🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures↗AI · Robotics · Defense
Newcomer · Eric Newcomer
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗AI · Infra
Madrona Ventures
Highlights From the 2026 IA40 Summit: Harnessing the Value of AI↗AI · Infra · Enterprise
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2026 IA40 Summit↗AI · Infra · Enterprise
99% Derisible · Yoni Rechtman
Data beyond brokerage↗AI · Data · Market
Clouded Judgement · Jamin Ball
Clouded Judgement 10.9.26 - Cache Is the New Egress↗AI · Infra
EM Cap
Arcee AI on Why Open-Weights Are a National Bet, Not a Business Model↗AI · Infra
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