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SUN 25 OCT 2026 · 147 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, 31 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Cash Was Easy…Now What?↗Banking

Friday, 28 August 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
My Most Contrarian Opinion Right Now↗Banking
Net Interest · Marc Rubinstein
Untangling Guggenheim↗Insurance · Banking

Monday, 24 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Alternative to Alternatives↗Fintech · Banking

Sunday, 23 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
The Most Hated Asset Class in the World↗Banking

Friday, 21 August 2026

1 pieces
Net Interest · Marc Rubinstein
Great Scott↗Banking

Tuesday, 11 August 2026

1 pieces
F Prime
Is Bloomberg the Bloomberg of Private Markets?↗Banking · Fintech · Data

Monday, 10 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Momentum Investing Works↗Banking

Monday, 3 August 2026

2 pieces
Pear
Maximum: Investing in Randy Fernando, again↗Fintech · Banking
Net Interest · Marc Rubinstein
Leopold’s Fall↗Banking · Market

Saturday, 1 August 2026

2 pieces
A16Z Crypto
Marc Andreessen & Chris Dixon: Why America needs CLARITY↗Crypto · Fintech · Banking
A16Z Crypto
Marc Andreessen & Chris Dixon: Why America needs CLARITY↗Crypto · Banking · Fintech

Saturday, 25 July 2026

1 pieces
A16Z Crypto
3 (more) charts on the tokenized stocks boom↗Crypto · Banking

Wednesday, 15 July 2026

1 pieces
A16Z Crypto
TradFi doesn’t want DeFi. It wants blockchains.↗Crypto · Fintech · Banking

Thursday, 20 February 2025

1 pieces
Greylock News
Gen AI Present and Future: A Conversation with Swamy Kocherlakota, EVP and Chief Digital Solutions Officer at S&P Global↗Banking · Data · Enterprise
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