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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

3 pieces
Memory Leak
Continuous Integration — A Primer↗DevTools · Infra
Memory Leak
Memory Leak — #50↗AI · Infra · DevTools
Saastr
The New “Ask Your Developer” Is Ask Your Agent. And It’s The Marketing Battle You Have to Win Now↗AI · Enterprise · DevTools

Thursday, 22 October 2026

1 pieces
Saastr
20VC x SaaStr: $20M ARR and Unfundable, Anthropic’s $16.8B Quarter, and Modal at $15.75B↗AI · Enterprise · DevTools

Wednesday, 21 October 2026

3 pieces
Melody Koh · Melody Koh, Partner @ NextView
The Denominator↗AI · DevTools
Bain Capital Ventures
Video: Cognition on Building the AI Software Engineer and Taking Users from Survival Mode to Thriving↗AI · DevTools
Sequoia
Partnering with Blacksmith↗DevTools · Infra

Wednesday, 14 October 2026

2 pieces
Antler
Why we invested in Picnic↗Enterprise · DevTools
Antler
Why we invested in siliXon↗AI · DevTools · Semis

Monday, 12 October 2026

1 pieces
Saastr
Our AI Agent Picked Render Over Railway and Vercel. I’d Barely Heard of It. That’s How You Get Leads in The Agent Age.↗AI · DevTools · MarTech

Saturday, 10 October 2026

1 pieces
Sequoia
TypeSafe: The Jevolution↗Infra · DevTools

Friday, 9 October 2026

1 pieces
A16Z
Investing in TypeSafe AI↗Infra · DevTools

Thursday, 8 October 2026

1 pieces
Saastr
5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue↗Enterprise · DevTools · Infra

Tuesday, 6 October 2026

2 pieces
Madrona Ventures
In AI We Believe, But in Physics We Trust: Our Investment in Vinci↗Infra · Semis · DevTools
SignalFire
150 agents, 20B tokens a day. Here's how modern CTOs actually run AI agents at scale↗DevTools · AI · Enterprise

Monday, 5 October 2026

5 pieces
Felicis Ventures · Peter Deng, Tobi Coker
Search In the Age of Agents↗Infra · DevTools
Lenny's Newsletter
🎙️ How I AI: 8 real Jev use cases + How OpenAI uses ChatGPT Sites (live at DevDay!) + Claire’s DevDay recap↗AI · DevTools
Menlo VC
Menlo’s Investment in Factory: The System That Builds Software↗AI · DevTools · Enterprise
Lenny's Newsletter
How OpenAI uses ChatGPT Sites (live at DevDay!) | Kath Korevec (Product Lead)↗AI · DevTools
Stratechery
Apple and a Hacker’s Future↗AI · DevTools

Sunday, 4 October 2026

1 pieces
Saastr
Astra 6 Replaced a Core Engine of SaaStr Connect With Two Words, “DO IT,” Twice in Under an Hour. Then It Said “I Did Not Make That Edit.”↗AI · Enterprise · DevTools

Friday, 2 October 2026

2 pieces
Evan O'Donnell
Production on Autopilot↗DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
Do We Grow Software or Do We Design It?↗DevTools · AI

Thursday, 1 October 2026

3 pieces
Making Connections by Jax · Jax Vullinghs
The next AI training ground is a laboratory↗Infra · Bio · DevTools
General Catalyst
AI Infra Obsessed With the Developer Experience↗Infra · DevTools
SignalFire
Unlocking the 'Aha' Moment: Developer Relations for Startups↗DevTools · Enterprise · Market

Wednesday, 30 September 2026

4 pieces
Saanya Ojha
OpenAI Dev Day: Dots, Decisions, Distribution↗AI · Enterprise · DevTools
Lenny's Newsletter
OpenAI Dev Day 2026: The releases that actually matter↗AI · DevTools
Lenny's Newsletter
Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John Lindquist↗DevTools · AI
Melody Koh · Melody Koh, Partner @ NextView
Persistent Without Judgment↗AI · DevTools

Tuesday, 29 September 2026

2 pieces
Ben Yoskovitz
The First Version of Your AI Eval is You↗DevTools · AI
Sierra Ventures
From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike Krieger↗AI · DevTools

Monday, 28 September 2026

2 pieces
Lenny's Newsletter
🎙️ How I AI: Jev for beginners + I left Claude for months, Opus 5.5 brought me back + Opus 5.5 vs. GPT-6 Sol bench↗AI · DevTools
Lenny's Newsletter
Jev for beginners: how to use it and what to build↗DevTools · Infra

Sunday, 27 September 2026

1 pieces
Saastr
SaaStr AI App of the Week: Larridin. The Median Engineer Now Bills $213 a Week in AI Coding Tokens. Larridin Tells You What It Bought.↗Enterprise · DevTools

Friday, 25 September 2026

1 pieces
Saastr
5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin Cost↗Enterprise · DevTools

Thursday, 24 September 2026

2 pieces
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human↗AI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Thinking in Systems, Shipping in Loops↗AI · DevTools

Tuesday, 22 September 2026

2 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?↗AI · DevTools
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your product↗AI · DevTools
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