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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

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

Saturday, 26 September 2026

2 pieces
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CX↗Enterprise · AI
Stage 2
Two Priorities at a Time: How GitHub's Sales Dev Leader Focuses↗Enterprise · MarTech

Friday, 25 September 2026

5 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo Lab↗AI · Enterprise
Sammy Abdullah
Public SaaS Continues to Perform with NDR of 110%↗Enterprise
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
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer↗AI · Enterprise
Alex Oppenheimer
What’s Next?↗Market · Enterprise

Thursday, 24 September 2026

4 pieces
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London↗Enterprise · Fintech · HR
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
Sammy Abdullah
Q2 SaaS Metrics Continue Showing Good Performance↗Enterprise
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise

Tuesday, 22 September 2026

2 pieces
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth↗Enterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market

Monday, 21 September 2026

4 pieces
Guru Chahal
The Automation Paradox↗AI · Enterprise · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in Years↗Enterprise · AI · Data
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.↗Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If Statement↗AI · Infra · Enterprise

Sunday, 20 September 2026

3 pieces
Guru Chahal
What a European CIO Is Planning for in the AI Era↗Enterprise · AI
Kyle Harrison
The Mega-Million Dollar Customer↗Enterprise · AI
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

Saturday, 19 September 2026

1 pieces
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

3 pieces
Euclid Ventures
What Veeva Can Teach Vertical AI↗AI · Enterprise
Stratechery
Doomforce↗AI · Enterprise · Gov
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee↗AI · Enterprise · Semis

Thursday, 17 September 2026

4 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the Model↗AI · Enterprise
Lightspeed Venture Partners Blog
What It Actually Takes to Replace a Legacy ERP↗Enterprise · AI
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop↗Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin Opportunity↗AI · Enterprise · Fintech

Wednesday, 16 September 2026

1 pieces
Insight Partners
How the context layer creates enterprise ROI↗Enterprise · AI

Tuesday, 15 September 2026

6 pieces
Meritech
Meritech Software Pulse | 11-September-2026↗Enterprise · AI
USV
Product in the Agentic Age↗AI · Enterprise
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?↗Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AI↗Enterprise · AI · Market
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells Itself↗Enterprise · AI

Monday, 14 September 2026

2 pieces
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet↗AI · Enterprise
Akash Bajwa
Agent Traffic: Infrastructure & Security Software Signals↗AI · Infra · Enterprise

Sunday, 13 September 2026

2 pieces
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make Sense↗AI · Enterprise · Fintech
Saastr
SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not Contacts↗MarTech · Enterprise
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