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).

Tuesday, 1 September 2026

1 pieces

Sunday, 30 August 2026

1 pieces

Wednesday, 26 August 2026

1 pieces

Monday, 24 August 2026

1 pieces
Stratechery
Autonomy and Innovation↗AI · Security · Market

Thursday, 20 August 2026

1 pieces

Wednesday, 12 August 2026

1 pieces

Saturday, 8 August 2026

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

Friday, 7 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat Room↗AI · Security

Thursday, 6 August 2026

1 pieces

Sunday, 2 August 2026

1 pieces

Saturday, 1 August 2026

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

Monday, 10 November 2025

1 pieces

Monday, 29 September 2025

1 pieces

Monday, 28 July 2025

1 pieces

Monday, 14 July 2025

1 pieces

Wednesday, 21 May 2025

1 pieces

Wednesday, 8 January 2025

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Thursday, 21 November 2024

1 pieces
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