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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

Monday, 17 August 2026

2 pieces
Saanya Ojha
Smarter by the Day, Cheaper by the Minute↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
When Models Learn↗AI · Infra

Sunday, 16 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $6B Push to Lower AI Costs↗AI · Infra · DevTools

Saturday, 15 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #511↗AI · Infra · Market

Friday, 14 August 2026

3 pieces
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Infra
A16Z
Charts of the Week: Head In The Neoclouds↗AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise

Thursday, 13 August 2026

2 pieces
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent↗AI · Infra

Sunday, 9 August 2026

3 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery Loop↗AI · Infra
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease↗AI · Infra · Climate
Investing in AI · Rob May
World Models And The Companies That May Win This New Space↗AI · Infra · Robotics

Saturday, 8 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #510↗AI · Security · Infra

Friday, 7 August 2026

2 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom Tokens↗AI · Infra · DevTools

Wednesday, 5 August 2026

3 pieces
Radical VC
Our Investment in Discovery Loop↗AI · Infra
Radical VC
Our Investment in Discovery Loop↗AI · Infra · Bio
Tomasz Tunguz · Tomasz Tunguz
Spending Like a Hyperscaler↗AI · Infra · Market

Tuesday, 4 August 2026

2 pieces
A16Z
Investing in Volta↗AI · Infra · Travel
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' Paradox↗AI · Infra · Semis

Sunday, 2 August 2026

3 pieces
Radical VC
A Functional Taxonomy of World Models↗AI · Infra · Robotics
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & Spend↗AI · Infra · Security
Investing in AI · Rob May
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference↗AI · Infra · Fintech

Saturday, 1 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #509↗Security · AI · Infra

Wednesday, 8 July 2026

1 pieces
USV
Data At The Edge↗AI · Infra · Robotics

Thursday, 25 June 2026

1 pieces
USV
The Rebel Alliance↗AI · Infra · DevTools

Thursday, 4 June 2026

1 pieces
USV
Generalist↗Robotics · Infra

Friday, 13 March 2026

1 pieces
USV
History Rhymes?↗AI · Infra

Wednesday, 18 February 2026

1 pieces
USV
The Future of Programmable Everything Runs on Efficient Energy: Efficient Computer’s Series A↗Semis · Infra

Monday, 14 July 2025

1 pieces
Greylock News
Introducing Cogent: AI Agents for Vulnerability Management↗Security · Infra

Thursday, 10 July 2025

1 pieces
Greylock News
Voice Agents: Easy to Use, Hard to Build↗AI · Infra · DevTools

Thursday, 29 May 2025

1 pieces
USV
Volteras↗Climate · DevTools · Infra

Wednesday, 19 March 2025

1 pieces
USV
Pluralis: Towards Actually Open AI↗AI · Infra

Tuesday, 18 February 2025

1 pieces
USV
Recall: Building the Intelligence Layer for Multi-Agent AI↗Infra · Crypto

Friday, 7 February 2025

1 pieces
Greylock News
The DeepSeek Moment↗Infra · AI

Tuesday, 4 February 2025

1 pieces
USV
Miren↗Infra · DevTools

Wednesday, 8 January 2025

1 pieces
Greylock News
How Upwind Is Taking on Cybersecurity Giants↗Security · Infra

Wednesday, 18 December 2024

1 pieces
USV
Four Futures↗AI · Infra · Market

Tuesday, 1 October 2024

1 pieces
Greylock News
Introducing Resolve: An AI Production Engineer↗DevTools · Infra
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