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SUN 25 OCT 2026 · 146 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

6 pieces
Glasswing VC
AI Atlas: The Need to Understand the Next Step↗Infra · Robotics · Industrials
Wing VC · Chris Zeoli
Cheap Money Is the New Moat in AI Infrastructure↗Infra · Market
Wing VC · Tanay Jaipuria
Investing in Dream Labs: Building general robot intelligence↗Robotics · Infra
Energize Capital
Why We Invested in Emerald AI↗Climate · Infra
General Catalyst
AI Infra Obsessed With the Developer Experience↗Infra · DevTools
Redpoint Ventures
Redpoint's AI Investors Break Down What Separates Enduring AI Companies from the Hype↗AI · Infra · Enterprise

Tuesday, 29 September 2026

7 pieces
Emergence Capital
Five frontier launches and one unanswered question↗AI · Infra
My Climate Journey · Jason Jacobs
The Power We Need Already Exists. It's Just Going to Waste.↗Climate · Infra
Kojo Osei
Not all inference is text generation↗AI · Infra
Meritech
Meritech Software Pulse | 25-September-2026↗Enterprise · Infra
Investing in AI · Rob May
Investing in AI Interviews: Ash Ashutosh, CEO at Pinecone↗Infra
Breadcrumb VC
Local AI Models: The Catalyst for the Great Reset↗AI · Infra · Semis
Multicoin Capital
The Read Layer for Machine Intelligence ↗Infra · Crypto

Monday, 28 September 2026

3 pieces
Climate Tech VC
🌏 Overheard at NYCW '26 #315↗Climate · Infra · Market
Lenny's Newsletter
Jev for beginners: how to use it and what to build↗DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
How GPU Prices Can Double While AI Gets Cheaper↗Infra · AI

Sunday, 27 September 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & Muses↗AI · Infra

Saturday, 26 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #517↗AI · Infra

Thursday, 24 September 2026

2 pieces
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year↗Semis · Infra
David Talpalar
Interest Rates Actually Matter in Venture, Too↗Market · Infra · AI

Wednesday, 23 September 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the Middle↗AI · Infra · Market

Tuesday, 22 September 2026

2 pieces
Insight Partners
Behind the investment: Snorkel AI↗AI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTS↗Industrials · AI · Infra

Monday, 21 September 2026

2 pieces
Saanya Ojha
Agents of Chaos↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If Statement↗AI · Infra · Enterprise

Saturday, 19 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #516↗AI · Infra · Market

Friday, 18 September 2026

4 pieces
Lightspeed Venture Partners Blog
Collective Model Intelligence: The Next Scaling Axis?↗AI · Infra
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
Lightspeed Venture Partners Blog
Production Monitoring for an Increasingly Agentic World: Announcing Raindrop’s Series A↗Infra · DevTools

Thursday, 17 September 2026

1 pieces
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPO↗AI · Infra · Market

Monday, 14 September 2026

1 pieces
Akash Bajwa
Agent Traffic: Infrastructure & Security Software Signals↗AI · Infra · Enterprise

Sunday, 13 September 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & Power↗AI · Infra

Friday, 11 September 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #210↗AI · Infra · Health

Thursday, 10 September 2026

3 pieces
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗Infra · Crypto
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Investing in AI · Rob May
Nebius: A Software Company With A Data Center Attached↗AI · Infra

Tuesday, 8 September 2026

3 pieces
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.↗AI · Infra · Insurance
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics
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