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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, 22 October 2026

1 pieces
Forerunner Ventures
Investing in Alta: Everyday Magic↗Consumer · Retail · AI

Monday, 19 October 2026

1 pieces
USV
Tolan↗AI · Consumer

Thursday, 15 October 2026

2 pieces
Simran Suri · Simran Suri
Call Your Own Plays↗Market · Consumer
The Sociology of Business · Ana Andjelic
In the spotlight: Cargo Crew↗Retail · Consumer

Wednesday, 14 October 2026

2 pieces
Ashley Brasier
The Estate Sale Boom, and What It Means for Retail↗Retail · Consumer
Antler
Freshcon↗AgFood · Consumer

Tuesday, 13 October 2026

1 pieces
Saanya Ojha
Meta Joins the Frontier Club↗AI · Consumer

Monday, 12 October 2026

1 pieces
Lenny's Newsletter
How Meta designed Muse: an AI agent people actually want to talk to | Alex Cornell (Design Director)↗AI · Consumer

Monday, 5 October 2026

3 pieces
A16Z
Top 100 Consumer AI Apps - Seventh Edition ↗AI · Consumer
The Sociology of Business · Ana Andjelic
Merch Guide is out. Here’s who gets it right↗Media · MarTech · Consumer
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer

Friday, 2 October 2026

1 pieces
Simon Wu
The Month Consumer AI Got Real ↗AI · Retail · Consumer

Thursday, 1 October 2026

2 pieces
BIG by Matt Stoller · Matt Stoller
McDonald's Caught Cheating Consumers for Profit as Rage Over Cost of Living Burns↗Retail · Consumer
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff↗Consumer · Industrials · AI

Tuesday, 29 September 2026

1 pieces
Lerer Hippeau
Please welcome Brodie Sports Group, the largest recreational basketball league in North America↗Consumer · Marketplace

Friday, 25 September 2026

2 pieces
Saanya Ojha
What Meta Is Getting Right With Muse↗AI · Consumer
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.↗AI · Consumer · Retail

Wednesday, 23 September 2026

1 pieces
Brian Sugar
The Definition of Done↗Consumer · Retail

Monday, 21 September 2026

1 pieces
The Sociology of Business · Ana Andjelic
Post-Friction↗AI · Consumer

Sunday, 20 September 2026

1 pieces
Saanya Ojha
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & Permissions↗AI · Consumer

Friday, 18 September 2026

2 pieces
Saanya Ojha
The Open Questions in the Race to Run Your Life↗AI · Consumer
Jamesin · Jamesin Seidel
Another Instinct Article↗AI · Consumer

Thursday, 17 September 2026

2 pieces
Saanya Ojha
The Interface to Everything↗AI · Consumer
Collaborative Fund
Why we're investing in Dr. Max's↗Consumer · Retail

Wednesday, 16 September 2026

3 pieces
The Sociology of Business · Ana Andjelic
Agenda for Tasteful is here↗Consumer · MarTech
Lenny's Newsletter
Muse review: The personal AI agent that gets consumer UX right↗AI · Consumer
Menlo VC
2026: The State of Consumer AI↗AI · Consumer

Friday, 11 September 2026

1 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is the promise of “Siri” finally here?↗AI · Consumer

Thursday, 10 September 2026

1 pieces
Brian Sugar
Have You Pooped Today?↗Consumer · Bio

Tuesday, 8 September 2026

1 pieces
The Sociology of Business · Ana Andjelic
Six faces of luxury↗Consumer · Travel · Retail

Thursday, 3 September 2026

1 pieces
The Sociology of Business · Ana Andjelic
How brands make culture↗MarTech · Consumer

Tuesday, 1 September 2026

1 pieces
NextView VC
Magical Thinking and Our Investment in Fambot↗Consumer · AI

Sunday, 30 August 2026

1 pieces
Jessie Harris
Fourth and Long: How Football Season Feeds the Consumer Economy↗Consumer · Retail · AgFood

Thursday, 27 August 2026

2 pieces
Adrian Radu
Consumer discovery & recommendations are broken↗Consumer · Marketplace · Retail
Megan Maloney
Spotlight: How Popcall is Driving Human Connection and Earnings for Creators↗Media · Market · Consumer

Tuesday, 25 August 2026

1 pieces
The Sociology of Business · Ana Andjelic
The Stone Island Test↗Consumer · Retail

Sunday, 23 August 2026

1 pieces
Jessie Harris
The Experience Economy ↗Consumer

Thursday, 20 August 2026

1 pieces
Making Connections by Jax · Jax Vullinghs
Grok Bot wins the first 15 seconds↗AI · Consumer

Wednesday, 19 August 2026

1 pieces
The Sociology of Business · Ana Andjelic
Cultural liquidity↗Consumer · MarTech

Tuesday, 18 August 2026

1 pieces
Collaborative Fund
Why we're investing in Tomo↗AI · Consumer
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