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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

Tuesday, 6 October 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
How to Automate Inbound↗Enterprise · MarTech

Monday, 5 October 2026

6 pieces
Minutes
Asset Light Software↗Enterprise · AI · Market
Sammy Abdullah
Q2 2026 SaaS Gross Profit Margin Holds at 77%↗Enterprise
Saastr
You’ll Probably End Up With 40% Of Your Revenue from “International.” Invest Earlier There.↗Enterprise · Market
Menlo VC
Menlo’s Investment in Factory: The System That Builds Software↗AI · DevTools · Enterprise
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
Inference Is the Most Important Market in Software↗Infra · Enterprise

Sunday, 4 October 2026

3 pieces
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (10/02/2026): Agents, Aggregators & Argon↗AI · Enterprise
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

Saturday, 3 October 2026

4 pieces
Saastr
We Vibe Coded Our Own Calendly. Our AI Agent Pushed Us To Do It, and It Was Right.↗AI · Enterprise
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
Saastr
SaaStr AI App of the Week: Chargebee. The Billing System Behind How Gorgias, CodeRabbit, Lambda and Zapier Price AI↗Enterprise · Fintech
Saastr
We Got a $240,000 Estimate for Agent API Access. Our Agent Suggested a $5 Postgres Instance.↗Enterprise · AI

Friday, 2 October 2026

4 pieces
Stratechery
Dots and Question Marks↗AI · Enterprise
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
Sammy Abdullah
Q2 2026 Payback Period for SaaS Co’s Continues to be Excellent↗Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop ↗AI · Enterprise

Thursday, 1 October 2026

9 pieces
Lightspeed Venture Partners Blog
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents↗AI · Enterprise
Sammy Abdullah
Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY↗Enterprise · AI
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
Redpoint Ventures
Redpoint's AI Investors Break Down What Separates Enduring AI Companies from the Hype↗AI · Infra · Enterprise
Bain Capital Ventures
Why Autodesk and MaintainX Belong Together↗Industrials · Enterprise
Bain Capital Ventures
Enterprise AI Adoption: From Pilots to Real Business Value↗AI · Enterprise
Bain Capital Ventures
The Hard Truth About Enterprise AI Adoption↗AI · Enterprise
SignalFire
Unlocking the 'Aha' Moment: Developer Relations for Startups↗DevTools · Enterprise · Market
SignalFire
Build or Buy? Navigating the New Era of GTM AI Agents↗AI · Enterprise · MarTech

Wednesday, 30 September 2026

4 pieces
Saanya Ojha
OpenAI Dev Day: Dots, Decisions, Distribution↗AI · Enterprise · DevTools
Sierra Ventures
21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to Agents↗AI · Enterprise
Sammy Abdullah
Q2 SaaS Operating Margins Hold Steady at -4%↗Enterprise
Saastr
“This Is a Pretty Fancy Dinner. That Probably Means I’m Overpaying.” A Dreamforce Lesson From a Top 5 Customer↗Enterprise · AI

Tuesday, 29 September 2026

6 pieces
Pear
Listen Labs is joining Salesforce: Why we believed in the human insights layer↗Enterprise · AI
Saanya Ojha
Meta Gets Down to Business↗AI · Enterprise
Sammy Abdullah
SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026↗Enterprise
Euclid Ventures
SaaSpocalypse Now What?↗Enterprise · Market
Meritech
Meritech Software Pulse | 25-September-2026↗Enterprise · Infra
Heartcore
🍂 Heartcore Insights↗AI · Enterprise

Monday, 28 September 2026

3 pieces
Sammy Abdullah
SaaS Companies Achieved Rule of 18 in Q2 2026↗Enterprise · Market
Saastr
Almost Every Pre-AI Vendor We Use Is Raising Prices for Agent Access. They May Be Building an Agentic Death Spiral↗Enterprise · AI
Stratechery
Apps, Agents, and Aggregation↗AI · Enterprise · MarTech
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