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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

Thursday, 1 October 2026

2 pieces
SignalFire
Build or Buy? Navigating the New Era of GTM AI Agents↗AI · Enterprise · MarTech
NFX
1,000 Simultaneous Experiments: The Next Mental State for Founders↗AI · Market

Wednesday, 30 September 2026

9 pieces
Newcomer · Eric Newcomer
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗AI · Fintech · Banking
Saanya Ojha
OpenAI Dev Day: Dots, Decisions, Distribution↗AI · Enterprise · DevTools
Sierra Ventures
21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to Agents↗AI · Enterprise
Lenny's Newsletter
OpenAI Dev Day 2026: The releases that actually matter↗AI · DevTools
Saastr
“This Is a Pretty Fancy Dinner. That Probably Means I’m Overpaying.” A Dreamforce Lesson From a Top 5 Customer↗Enterprise · AI
Carried Away
VC Grip Strength↗Market · AI
Lenny's Newsletter
Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John Lindquist↗DevTools · AI
A16Z
State of Markets II↗AI · Semis · Industrials
Melody Koh · Melody Koh, Partner @ NextView
Persistent Without Judgment↗AI · DevTools

Tuesday, 29 September 2026

19 pieces
Tanay Jaipuria · Tanay Jaipuria
Agentic Commerce and Incentives↗Retail · Marketplace · AI
Pear
Listen Labs is joining Salesforce: Why we believed in the human insights layer↗Enterprise · AI
Emergence Capital
Five frontier launches and one unanswered question↗AI · Infra
A16Z
Who Gets Paid When AI Does the Shopping?↗AI · Marketplace · Retail
Annelies Gamble
Closing the Loop Between AI Design and the Wet Lab↗Bio · AI
Supercruise
We’ve Seen This Movie Before. We Know How It Ends.↗AI · Market
Steven Sinofsky
243. Government(s) Controlling AI Sounds Safer, But…↗AI · Gov
Saanya Ojha
Meta Gets Down to Business↗AI · Enterprise
Kojo Osei
Not all inference is text generation↗AI · Infra
Saastr
What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 Days↗Semis · MarTech · AI
Better Tomorrow Ventures
What We're Thinking About (Excerpt from BTV LP Update)↗Market · AI
Josh Elman
51↗Market · AI
Ben Yoskovitz
The First Version of Your AI Eval is You↗DevTools · AI
Heartcore
🍂 Heartcore Insights↗AI · Enterprise
Breadcrumb VC
Local AI Models: The Catalyst for the Great Reset↗AI · Infra · Semis
Saastr
The Best AI + B2B Events to Sponsor in 2027: Where the Buyers Are↗AI · MarTech · Market
Akshay Mehra
How Did We Get Here?↗AI · Bio · Defense
Sierra Ventures
From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike Krieger↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Segmentation Drives Market Share Wins in AI↗AI

Monday, 28 September 2026

8 pieces
Feld Thoughts · Brad Feld
I'm So Confused: Are We Going Faster, Or Slower, Or Just Faking Everyone Out↗AI
Radical VC
The Era of Superhuman Forecasting↗AI · Fintech
Lenny's Newsletter
🎙️ How I AI: Jev for beginners + I left Claude for months, Opus 5.5 brought me back + Opus 5.5 vs. GPT-6 Sol bench↗AI · DevTools
Saastr
Almost Every Pre-AI Vendor We Use Is Raising Prices for Agent Access. They May Be Building an Agentic Death Spiral↗Enterprise · AI
A16Z
OpenAI Understands Something Important and Rare↗AI · Market
USV
Introducing Supertake↗Fintech · AI
Stratechery
Apps, Agents, and Aggregation↗AI · Enterprise · MarTech
Tomasz Tunguz · Tomasz Tunguz
How GPU Prices Can Double While AI Gets Cheaper↗Infra · AI

Sunday, 27 September 2026

2 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & Muses↗AI · Infra
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?↗AI · Market
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