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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

Sunday, 27 September 2026

1 pieces
Lenny's Newsletter
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham↗AI · HR

Saturday, 26 September 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI doomerism, speeding up discovery in a big org, verifying engineering answers as a new PM, where analytics adds the most value, and more↗AI · Data
Kyle Harrison
Sailing Tailwinds↗Defense · Market · AI
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CX↗Enterprise · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #517↗AI · Infra

Friday, 25 September 2026

11 pieces
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr↗AI · Market
Deciens
Deciens Connect 2026: Field Notes↗Fintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents Revolt↗AI · Fintech · Insurance
Saanya Ojha
What Meta Is Getting Right With Muse↗AI · Consumer
Stratechery
Begun, the Aggregator Wars Have↗AI · Marketplace · Retail
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo Lab↗AI · Enterprise
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.↗AI · Consumer · Retail
Antler
What Your Portfolio Thinks About Disruption ↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer↗AI · Enterprise
Antler
The Problem With Putting AI in a Box ↗AI · Market
7wire Ventures
From Documentation to Decision: AI’s Next Chapter in Clinical Care↗Health · Bio · AI

Thursday, 24 September 2026

10 pieces
Making Connections by Jax · Jax Vullinghs
Natural General Intelligence↗AI · Climate
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?↗Market · AI
Thomas Reiner
Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?↗Travel · AI
Guru Chahal
Could AI Have Been Einstein?↗AI
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human↗AI · Enterprise · DevTools
QED
Why QED invested in Flam↗Media · MarTech · AI
Antler
The solo signal↗Market · AI
David Talpalar
Interest Rates Actually Matter in Venture, Too↗Market · Infra · AI
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Thinking in Systems, Shipping in Loops↗AI · DevTools

Wednesday, 23 September 2026

11 pieces
Nikunj Kothari
The Amplification Gap↗AI · Market
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds↗AI · Climate
NextView VC
Alpha Lives Upstream↗Market · AI
Newcomer · Eric Newcomer
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders↗AI
Saanya Ojha
So Over. So Back. So Cheap.↗AI
A16Z
Introducing the a16z Ops Engineering Fellowship↗AI · Market
First Round Review
Parsing “Can” from “Should”: How Netflix's Product Team Got Thousands of Creatives to Trust an AI Overhaul↗Media · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy Life Insurance Before It Destroys Humanity?↗Insurance · AI
Saastr
The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New Business↗AI · MarTech
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Wobbly House of Cards↗AI
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the Middle↗AI · Infra · Market

Tuesday, 22 September 2026

3 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?↗AI · DevTools
Lenny's Newsletter
I left Claude for months. Opus 5.5 is why I'm back↗AI
Selina Wang
The Case for Industrial Batteries↗Climate · AI
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