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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

Monday, 21 September 2026

3 pieces
Guru Chahal
The Automation Paradox↗AI · Enterprise · DevTools
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories ↗AI · DevTools
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)↗DevTools · AI

Sunday, 20 September 2026

1 pieces
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B Mark↗AI · Enterprise · DevTools

Friday, 18 September 2026

1 pieces
Lightspeed Venture Partners Blog
Production Monitoring for an Increasingly Agentic World: Announcing Raindrop’s Series A↗Infra · DevTools

Tuesday, 15 September 2026

1 pieces
Ben Yoskovitz
AI Built the Product. It Didn’t Launch It.↗DevTools · Data

Monday, 14 September 2026

2 pieces
Lenny's Newsletter
🎙️ How I AI: How two SpaceXAI designers use Grok Bot to do their jobs↗AI · DevTools
Lenny's Newsletter
How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng Zheng↗AI · DevTools

Thursday, 10 September 2026

1 pieces
Kenneth Auchenberg
The end of human abstraction↗AI · DevTools · Enterprise

Wednesday, 9 September 2026

2 pieces
A16Z
Investing in Cognition↗AI · DevTools
Sammy Abdullah
Q2 2026 SaaS Earnings: The Best Quarter in Years↗Enterprise · DevTools · Data

Tuesday, 8 September 2026

1 pieces
Jump Capital · Yelena Shkolnik
The Center Cannot Hold↗AI · Enterprise · DevTools

Friday, 4 September 2026

4 pieces
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B↗AI · Enterprise · DevTools
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent Depth↗AI · Infra · DevTools
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them All↗AI · DevTools · Built World
makers + builders · Parul Singh
AGI, unevenly distributed↗AI · DevTools · Infra

Thursday, 3 September 2026

1 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve built↗AI · DevTools

Wednesday, 2 September 2026

1 pieces
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stack↗AI · DevTools · Enterprise

Tuesday, 1 September 2026

1 pieces
Lenny's Newsletter
How to turn your AI into a world-class designer↗AI · DevTools · MarTech

Monday, 31 August 2026

1 pieces
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday↗AI · Enterprise · DevTools

Sunday, 30 August 2026

1 pieces
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)↗AI · Enterprise · DevTools

Friday, 28 August 2026

2 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a moment↗AI · Infra · DevTools
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)↗Enterprise · DevTools · AI

Tuesday, 25 August 2026

2 pieces
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changing↗AI · DevTools · Enterprise
Obvious
10 Emerging Robotics Infrastructure Themes↗Robotics · AI · DevTools

Monday, 24 August 2026

4 pieces
Lenny's Newsletter
🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month ↗AI · DevTools
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)↗Enterprise · DevTools · AI
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools

Thursday, 20 August 2026

2 pieces
Next Big Thing · Nikhil Basu Trivedi
Skydive↗AI · DevTools
First Round Review
Firsthand: How I Built a Brand with Heart at Lovable↗AI · DevTools · Fintech

Wednesday, 19 August 2026

5 pieces
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock Pop↗Enterprise · DevTools
Insight Partners
The enterprise AI bottleneck is about context, not capability↗AI · Enterprise · DevTools
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth↗AI · Infra · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · Enterprise · DevTools

Tuesday, 18 August 2026

2 pieces
Lenny's Newsletter
I tested Grok Bot, Grok 4.6, and Cursor Origin - here’s my honest take↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.↗AI · Infra · DevTools

Monday, 17 August 2026

2 pieces
Acrew Capital
Why We Backed Wispr: The Interface That Finally Listens↗DevTools · Enterprise · AI
Turner Novak
🎧🍌 Rebuilding for the AI Era | Shensi Ding, Merge↗AI · DevTools · Enterprise
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