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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

Friday, 23 October 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
Markets Are Always Different This Time↗Banking · Market
Net Interest · Marc Rubinstein
Capital Wars↗Infra · Banking

Friday, 16 October 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
What’s the Right Level of Interest Rates For the Economy?↗Banking · Built World
Net Interest · Marc Rubinstein
Me and My Agents↗Banking · AI

Thursday, 15 October 2026

1 pieces
Turner Novak
🎧🍌 Why Stripe’s 1st Employee Just Bought a Bank | Darragh Buckley, Increase↗Fintech · Banking

Wednesday, 14 October 2026

4 pieces
Lightspeed Venture Partners Blog
Zaria↗Fintech · Banking
Conor Witt · Conor Witt
The Data Tapes Edition #54↗Banking · Fintech
Lightspeed Venture Partners Blog
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking
Lightspeed Venture Partners · Aaron Frank and Kat Zhang
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking · Crypto

Monday, 12 October 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Will AI Debt Cause a Recession?↗Banking

Friday, 9 October 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
The Winners & Losers of Higher Interest Rates↗Banking

Tuesday, 6 October 2026

1 pieces
White Star Capital
Cash that never sleeps: why we invested in Spiko↗Fintech · Banking · Crypto

Saturday, 3 October 2026

1 pieces
Net Interest · Marc Rubinstein
The Art of Doing Financial Engineering↗Infra · Banking

Thursday, 1 October 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Where is the Stock Market Volatility?↗Banking

Wednesday, 30 September 2026

2 pieces
Newcomer · Eric Newcomer
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗AI · Fintech · Banking
Tomasz Tunguz · Tomasz Tunguz
The Fastest Growing Market in Tech isn't AI↗Crypto · Banking · Data

Tuesday, 29 September 2026

3 pieces
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
A Wealth of Common Sense · Ben Carlson
A Brutal Bond Market↗Banking

Monday, 28 September 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Next Generation of Income Strategies↗Fintech · Banking

Friday, 25 September 2026

1 pieces
Deciens
Deciens Connect 2026: Field Notes↗Fintech · Banking · AI

Thursday, 24 September 2026

1 pieces
Multicoin Capital
DeFi 2.0↗Crypto · Banking · Fintech

Wednesday, 23 September 2026

2 pieces
A16Z Crypto
The rise of the $700-billion RWA perp market↗Crypto · Banking
Conor Witt · Conor Witt
The Data Tapes Edition #53↗Banking · Fintech · Data

Tuesday, 22 September 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Why Didn’t We Get a Housing Bubble?↗Built World · Banking

Saturday, 19 September 2026

2 pieces
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?↗Crypto · Banking · Fintech
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?↗Crypto · Banking

Friday, 18 September 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
5% Bond Yields↗Banking · Market
Sammy Abdullah
Negotiating the Investment Banker Engagement Letter↗Banking · Market

Thursday, 17 September 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How to Talk To Your Clients About Ray Dalio↗Banking

Wednesday, 16 September 2026

1 pieces
Newcomer · Eric Newcomer
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance↗Fintech · Banking

Monday, 14 September 2026

1 pieces
Radical VC
What AI Has to Understand Before It Can Beat the Market↗AI · Fintech · Banking

Friday, 11 September 2026

1 pieces
Net Interest · Marc Rubinstein
The Five Deals That Made Apollo↗Banking · Insurance

Tuesday, 8 September 2026

1 pieces
Annelies Gamble
Scaling Agentic Commerce↗Banking · AI · Retail

Friday, 4 September 2026

2 pieces
Net Interest · Marc Rubinstein
Hot European Summer↗Banking · Market
Saastr
Goodnight & Goodbye, SVB↗Banking · Market

Thursday, 3 September 2026

2 pieces
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Infra
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Fintech

Tuesday, 1 September 2026

2 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #52↗Banking · Data · Climate
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market
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