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SUN 25 OCT 2026 · 147 new pieces this week

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Select picks in the past month
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

Saturday, 24 October 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #521↗Security · AI · Infra

Friday, 23 October 2026

6 pieces
Memory Leak
Continuous Integration — A Primer↗DevTools · Infra
Net Interest · Marc Rubinstein
Capital Wars↗Infra · Banking
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Why Is Every AI Data Company On 🔥?↗Infra · Data
Memory Leak
Memory Leak — #50↗AI · Infra · DevTools
A16Z
Charts of the Week: Attention is All You Need ↗AI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
How Large is the AI Circle?↗AI · Infra

Thursday, 22 October 2026

5 pieces
Lightspeed Venture Partners Blog
Why We’re Backing Warp↗Bio · Infra · Robotics
Lightspeed
Why We're Backing Warp↗Bio · Infra · Robotics
Sapphire Ventures
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials · Infra · Climate
SignalFire
Why we're betting on Warp Sciences to accelerate U.S. drug discovery↗Bio · Infra
Tomasz Tunguz · Tomasz Tunguz
Closing Eight Figure Deals in Two Weeks↗Infra · AI

Wednesday, 21 October 2026

4 pieces
A16Z
Why Hardware Specialization is Back↗Infra · Semis
A Wealth of Common Sense · Ben Carlson
Animal Spirits: It’s a Bloodbath↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
The GPU Revenue Ladder↗Infra · Semis
Sequoia
Partnering with Blacksmith↗DevTools · Infra

Tuesday, 20 October 2026

1 pieces
Obvious
Why We Invested in Eka Robotics↗Robotics · Infra

Monday, 19 October 2026

2 pieces
Radical VC
The Era of Superhuman Forecasting Is Here↗AI · Infra · Security
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis

Sunday, 18 October 2026

4 pieces
Investing in AI · Rob May
Beyond The GPU: Second Order Thinking In AI Infrastructure↗Infra · Climate · Industrials
Guru Chahal
Weekly Technology Digest — October 18, 2026↗AI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
What if They're All Clouds?↗Infra · Enterprise
Lenny's Newsletter
Inside the black box of AI: How AI models actually think | Emmanuel Ameisen (Anthropic)↗Infra

Saturday, 17 October 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #520↗AI · Security · Infra

Friday, 16 October 2026

3 pieces
Saanya Ojha
Cats, Cars, and the Case Against Chaos↗Infra · AI
Newcomer · Eric Newcomer
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗Infra · Climate
Antler
Why we invested in Marco↗Robotics · Infra

Thursday, 15 October 2026

2 pieces
Lightspeed Venture Partners Blog
doubleAI↗AI · Infra
Accel
Our Investment in Origin: Bringing Physical AI to the Built World↗Industrials · Robotics · Infra

Wednesday, 14 October 2026

5 pieces
Investing in AI · Rob May
Arm Holdings (ARM): The Royalty Machine Meets the AI Data Center↗Semis · Infra
Antler
Navana.ai↗Infra · AI
makers + builders · Parul Singh
7 Days to $100M, 5 Days to Free ↗AI · Infra
Guru Chahal
AI's Next Frontier: Learning from Experience↗AI · Infra
Accel
Modal: Building the Compute Platform for the AI Era↗Infra

Tuesday, 13 October 2026

6 pieces
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗AI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
Price War in the Chip Aisle↗Infra · Semis
Climate Tech VC
🌎 Q3 roundup ft. mega deals, nuclear listings, and more #317↗Climate · Infra
Not Boring · Packy McCormick
Runway: Learning From Watching the World↗AI · Infra · Media
Michael Greeley
What, Me Worry?↗Infra · Market
Felicis Ventures
Power Player↗Infra · Climate
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Why Is Every AI Data Company On 🔥?
Aspiring for Intelligence
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