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MON 26 OCT 2026 · 142 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 & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 23 September 2026

2 pieces
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

10 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
Saanya Ojha
Open Season↗AI
Insight Partners
Behind the investment: Snorkel AI↗AI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTS↗Industrials · AI · Infra
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth↗Enterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your product↗AI · DevTools
Jess Schram
The Durable Majority↗Market · AI

Monday, 21 September 2026

12 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: Implications↗AI · Market
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go Public↗Robotics · Industrials · AI
Guru Chahal
The Automation Paradox↗AI · Enterprise · DevTools
Radical VC
Introducing Radical Breakouts Fund↗Market · AI
Saanya Ojha
Agents of Chaos↗AI · Infra
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories ↗AI · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in Years↗Enterprise · AI · Data
The Sociology of Business · Ana Andjelic
Post-Friction↗AI · Consumer
Climate Tech VC
🌎 See you at New York Climate Week! #314↗Climate · AI
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)↗DevTools · AI
Stratechery
Frontier Overhangs↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If Statement↗AI · Infra · Enterprise

Sunday, 20 September 2026

5 pieces
Guru Chahal
What a European CIO Is Planning for in the AI Era↗Enterprise · AI
Saanya Ojha
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & Permissions↗AI · Consumer
Kyle Harrison
The Mega-Million Dollar Customer↗Enterprise · AI
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B Mark↗AI · Enterprise · DevTools
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To Research↗AI · Market

Saturday, 19 September 2026

4 pieces
Net Interest · Marc Rubinstein
Brookfield of Dreams↗AI
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516↗AI · Infra · Market
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

7 pieces
Joe Lonsdale
Ep 162: Brian Chau Built an AI That Uncovers Fraud — It Just Found a $21 Billion Racial Wealth Transfer↗Media · AI
Euclid Ventures
What Veeva Can Teach Vertical AI↗AI · Enterprise
Lightspeed Venture Partners Blog
Collective Model Intelligence: The Next Scaling Axis?↗AI · Infra
Saanya Ojha
The Open Questions in the Race to Run Your Life↗AI · Consumer
Stratechery
Doomforce↗AI · Enterprise · Gov
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels ↗AI · Infra · Robotics
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗AI · Infra · Market
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