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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).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 22 September 2026

1 pieces
Selina Wang
The Case for Industrial Batteries↗Climate · AI

Monday, 21 September 2026

2 pieces
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup Truck↗Climate · Industrials · Gov
Climate Tech VC
🌎 See you at New York Climate Week! #314↗Climate · AI

Friday, 18 September 2026

2 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile Island↗AI · Climate
Abe Murray
AlleyCorp Deep Tech | September 2026 Newsletter↗AI · Climate · Defense

Tuesday, 15 September 2026

1 pieces
Annelies Gamble
When AI Measures What Instruments Miss↗AI · Climate

Monday, 14 September 2026

1 pieces
Climate Tech VC
🌎 LPO's new terms #312↗Climate · Gov

Thursday, 10 September 2026

1 pieces
Equal Ventures
Weapons of Mass (Capital) Deployment ↗Market · Climate

Tuesday, 8 September 2026

1 pieces
Climate Tech VC
🌎 Back to school #312↗Climate · Data · Market

Friday, 4 September 2026

2 pieces
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · AI · Industrials
Not Boring · Packy McCormick
Weekly Dose of Optimism #209↗AI · Infra · Climate

Thursday, 3 September 2026

1 pieces
My Climate Journey · Jason Jacobs
Our Investment in Light↗Climate · Fintech · Built World

Tuesday, 1 September 2026

4 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #52↗Banking · Data · Climate
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid ↗Climate · AI
Matt Brown
Investing in Light↗Climate · Fintech
Sequoia
Partnering with Form Energy: America’s Battery Champion for the AI Grid↗Climate · Semis

Monday, 31 August 2026

1 pieces
Climate Tech VC
🌎 How founders are raising in 2026 #311↗Climate · Market

Sunday, 30 August 2026

1 pieces
Kevin Stevens
Every Overbuild Ends the Same Way↗AI · Climate

Friday, 28 August 2026

1 pieces
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!↗Climate · Market

Thursday, 27 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model Factory↗AI · Infra · Climate

Tuesday, 25 August 2026

2 pieces
Saanya Ojha
Not in My Backyard, Not on My Grid↗Climate · AI
Not Boring · Packy McCormick
An American Engineer in China↗Industrials · AI · Climate

Monday, 24 August 2026

1 pieces
Climate Tech VC
🌎 Volts meet midterm votes #310↗Climate · Gov

Sunday, 23 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Climate · Defense

Friday, 21 August 2026

3 pieces
Glenn Borok
Data Centers Are Losing a Fight They Should Be Winning↗Climate · Built World · Supply Chain
A16Z
Charts of the Week: Winds of Thematic Change↗AI · Data · Climate
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra · Climate

Monday, 17 August 2026

2 pieces
Climate Tech VC
🌎 Micro-reactor funding goes macro #309↗Climate · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Most Important Thing Nobody Owns↗Climate

Friday, 14 August 2026

3 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #51↗Data · Fintech · Climate
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures Market↗AI · Climate
Not Boring · Packy McCormick
Weekly Dose of Optimism #206↗Defense · Robotics · Climate

Thursday, 13 August 2026

2 pieces
Lowercarbon
Kerosene’s Last Ride↗Mobility · Climate
David Talpalar
The Big Data Center Debate↗AI · Climate

Wednesday, 12 August 2026

1 pieces
Not Boring · Packy McCormick
Base Power Company: Chapter 3↗Climate · Industrials

Tuesday, 11 August 2026

1 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.↗Climate · AI

Monday, 10 August 2026

2 pieces
Climate Tech VC
🌎 Long duration energy storage finds its buyer #308↗Climate
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025↗Mobility · Climate · Market

Sunday, 9 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease↗AI · Infra · Climate

Saturday, 8 August 2026

1 pieces
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis
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