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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

Saturday, 12 September 2026

2 pieces
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Stage 2
How Should Founders Negotiate With Procurement?↗Enterprise

Friday, 11 September 2026

3 pieces
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical↗Market · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve↗AI · Enterprise

Thursday, 10 September 2026

8 pieces
Saastr
20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town↗AI · Enterprise · Legal
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise
Turner Novak
🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO↗Enterprise · AI · Data
Ryan Shannon · VC @ Radical Ventures
The Legibility Tax↗AI · Enterprise
Saastr
5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI↗Data · AI · Enterprise
Sammy Abdullah
12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era↗Enterprise · AI
David Talpalar
Welcome to the AI Personal Assistant Era↗AI · Enterprise
Kenneth Auchenberg
The end of human abstraction↗AI · DevTools · Enterprise

Wednesday, 9 September 2026

8 pieces
Saastr
ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue↗AI · Enterprise
Euclid Ventures
The Sriracha Problem↗AI · Marketplace · Enterprise
A16Z
Investing in Lightfield↗Enterprise
Lerer Hippeau
Please welcome Type, the first multiplayer AI product for teams↗AI · Enterprise
Sammy Abdullah
Q2 2026 SaaS Earnings: The Best Quarter in Years↗Enterprise · DevTools · Data
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Startup Hacks · Alex Iskold
On moats and barriers to entry↗Enterprise · AI
Sequoia
Partnering with Cymphony: Security Unlocks Adoption↗Security · Enterprise · AI

Tuesday, 8 September 2026

4 pieces
Saastr
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us↗Market · Enterprise
QED
LLM incentives and the application layer↗AI · Enterprise
Jump Capital · Yelena Shkolnik
The Center Cannot Hold↗AI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?↗AI · Enterprise

Monday, 7 September 2026

3 pieces
Lenny's Newsletter
🎙️ How I AI: GPT-6 Astra is a banger + Stripe’s AI playbook + Grok Bot vs. OpenClaw: why I replaced my entire agent stack↗AI · Enterprise
Saastr
Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.↗Enterprise · AI
Lenny's Newsletter
Build your own company brain: the enterprise AI playbook from Stripe’s engineering team | Sharadh Krishnamurthy↗Enterprise · AI

Sunday, 6 September 2026

3 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open Tasks↗AI · Enterprise
Saastr
Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)↗Enterprise · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.↗AI · Enterprise · Market

Saturday, 5 September 2026

1 pieces
Saastr
California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and Vendors↗Enterprise · AI

Friday, 4 September 2026

1 pieces
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B↗AI · Enterprise · DevTools

Thursday, 3 September 2026

3 pieces
Sammy Abdullah
Software Multiples Continue to Rise↗Enterprise
Saastr
5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake↗Enterprise
A16Z
The Incumbents Are Coming↗AI · Enterprise

Wednesday, 2 September 2026

4 pieces
Evan O'Donnell
Read, Don’t Rank↗AI · Enterprise
Saanya Ojha
Claude Takes Another Lap↗AI · Enterprise
Battery Ventures
Defying Gravity: The System of Record in the Age of AI↗Enterprise · AI
Saastr
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent↗Enterprise · AI
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