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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

Monday, 5 October 2026

4 pieces
Stratechery
Apple and a Hacker’s Future↗AI · DevTools
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
Founder Collective · Micah Rosenbloom
"Is AI a Bubble or Not?" Is the Wrong Question↗AI · Market

Sunday, 4 October 2026

5 pieces
Investing in AI · Rob May
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (10/02/2026): Agents, Aggregators & Argon↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
The Biggest Risk Everyone Already Knows About↗AI
Saastr
Astra 6 Replaced a Core Engine of SaaStr Connect With Two Words, “DO IT,” Twice in Under an Hour. Then It Said “I Did Not Make That Edit.”↗AI · Enterprise · DevTools
Lenny's Newsletter
OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux↗AI

Saturday, 3 October 2026

6 pieces
Kyle Harrison
The Virtue of an Artificial Intelligence↗AI · Market
Saastr
We Vibe Coded Our Own Calendly. Our AI Agent Pushed Us To Do It, and It Was Right.↗AI · Enterprise
Venture Prose
AI-Free Morning reflection↗AI
Abraham Thomas
Trust Is The Scarce Asset↗AI · Fintech
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market
Saastr
We Got a $240,000 Estimate for Agent API Access. Our Agent Suggested a $5 Postgres Instance.↗Enterprise · AI

Friday, 2 October 2026

8 pieces
Simon Wu
The Month Consumer AI Got Real ↗AI · Retail · Consumer
Stratechery
Dots and Question Marks↗AI · Enterprise
Joe Lonsdale
Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! ↗AI
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
A16Z
The Case for the American Manufacturing Asset Class↗Defense · Industrials · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop ↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Do We Grow Software or Do We Design It?↗DevTools · AI

Thursday, 1 October 2026

17 pieces
Saanya Ojha
Google Is So Back. Again.↗AI · Infra
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff↗Consumer · Industrials · AI
Lightspeed Venture Partners Blog
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents↗AI · Enterprise
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
A16Z
Investing in doxxnet↗AI · Security
Guru Chahal
What Role Will Frontier Models Play in Robotics?↗Robotics · AI
Sammy Abdullah
Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY↗Enterprise · AI
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
A16Z
Investing in Armadin↗Security · AI
Ashley Brasier · Ashley Brasier
The Unpublished Past: Why AI Companies Should Help Bring Archives Online↗AI · Data
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security
General Catalyst
Our Investment in Pallet↗Supply Chain · AI
Redpoint Ventures
Redpoint's AI Investors Break Down What Separates Enduring AI Companies from the Hype↗AI · Infra · Enterprise
Bain Capital Ventures
Video: Crosby Is Building the Agentic Law Firm of the Future↗Legal · AI
Bain Capital Ventures
Enterprise AI Adoption: From Pilots to Real Business Value↗AI · Enterprise
Bain Capital Ventures
The Hard Truth About Enterprise AI Adoption↗AI · Enterprise
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