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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

Saturday, 24 October 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #521↗Security · AI · Infra

Friday, 23 October 2026

3 pieces
Saanya Ojha
The Internet Is Not Okay↗Security · AI
A16Z
Patch or Die↗Security · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting↗Security · AI

Thursday, 22 October 2026

4 pieces
Madrona Ventures
AI Is Its Own Attack Surface: Zico Kolter on Securing Agents↗Security · AI
QED
Different is better than better↗Fintech · Security
Amir Kabir
Edition 68 | 2026 — The Grid Becomes a Control Problem↗Climate · AI · Security
QED Investors
Different is better than better↗Fintech · Security

Wednesday, 21 October 2026

1 pieces
Saanya Ojha
PHP: Pretty Huge Problem↗Security · AI

Monday, 19 October 2026

1 pieces
Radical VC
The Era of Superhuman Forecasting Is Here↗AI · Infra · Security

Sunday, 18 October 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (10/16/2026): Brains, Boundaries & Black Boxes↗AI · Enterprise · Security

Saturday, 17 October 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #520↗AI · Security · Infra

Thursday, 15 October 2026

4 pieces
Saanya Ojha
The Call Will Come From Inside the House↗AI · Security · Enterprise
A16Z
Introducing Securing America’s Infrastructure Foundation↗Security · Gov · AI
Amir Kabir
Edition 67 | 2026 — The Autonomous Factory↗Industrials · AI · Security
M13
The Future of Security is Data Security | Lizzy Nammour, founder & CEO, Teleskope↗Security · AI

Wednesday, 14 October 2026

1 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy P&C Insurance Before It Destroys Humanity?↗Insurance · Security · AI

Tuesday, 13 October 2026

1 pieces
Radical VC
How Agentic Activity Changes the Risk Equation↗Security · AI

Monday, 12 October 2026

2 pieces
Sierra Ventures
President of Cisco, Jeetu Patel, on How Trust Is the Unlock for the Agentic Enterprise↗AI · Enterprise · Security
A16Z
Welcome Col. Jeffrey Glover and Greg Barbaccia↗Gov · Defense · Security

Saturday, 10 October 2026

2 pieces
A16Z Crypto
How close is AI to breaking cryptography?↗Security · Crypto · AI
A16Z Crypto
Can AI really break cryptography? Experts weigh in↗Security · Crypto · AI

Tuesday, 6 October 2026

1 pieces
Foundation Capital · Zach Noorani
Bad-acting agents: Fighting fraud on a new frontier↗AI · Security · Fintech

Saturday, 3 October 2026

1 pieces
Saastr
Why Okta Tripled on … 11% Growth. 5 Interesting Learnings From One of the Biggest Re-Ratings in B2B This Year: 14% cRPO Growth, 30% of Bookings From New Products, and ~50x Forward Earnings↗Security · Enterprise

Thursday, 1 October 2026

3 pieces
A16Z
Investing in doxxnet↗AI · Security
A16Z
Investing in Armadin↗Security · AI
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security

Thursday, 24 September 2026

1 pieces
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise

Thursday, 17 September 2026

1 pieces
Lightspeed Venture Partners Blog
Cylake↗Security

Wednesday, 16 September 2026

1 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for Machines↗AI · Security

Saturday, 12 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market

Friday, 11 September 2026

1 pieces
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗AI · Security

Thursday, 10 September 2026

1 pieces
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise

Wednesday, 9 September 2026

2 pieces
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AI↗AI · Security · Insurance
Sequoia
Partnering with Cymphony: Security Unlocks Adoption↗Security · Enterprise · AI

Tuesday, 8 September 2026

2 pieces
Lightspeed Venture Partners · Ravi Mhatre, Guru Chahal
Our Investment in Cylake↗Security
Sapphire Ventures
AI (In)Security↗Security · AI

Saturday, 5 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #514↗AI · Infra · Security

Friday, 4 September 2026

1 pieces
A16Z
Charts of the Week: Experience > Skills↗AI · Security · Media

Tuesday, 1 September 2026

1 pieces
Saanya Ojha
PHASEONE[big] and the Swarm↗AI · Security
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