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SUN 25 OCT 2026 · 145 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

Wednesday, 2 September 2026

4 pieces
Kevin Stevens
Software's Death Was Greatly Exaggerated↗Enterprise · AI
Saastr
Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.↗Enterprise · MarTech
Insight Partners
Tripling down on Wonderful: Building the AI operating system for the enterprise↗Enterprise · AI
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stack↗AI · DevTools · Enterprise

Tuesday, 1 September 2026

5 pieces
Sammy Abdullah
9 Major Themes from Q2 SaaS Earnings Calls↗Enterprise · AI
Saastr
ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.↗Enterprise
Madrona Ventures
Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFin↗Enterprise · Market
Meritech
Meritech Software Pulse | 28-August-2026↗Enterprise · Data · Fintech
Sequoia
Partnering with Empirik: Building the Autonomous Infrastructure Engineer↗Enterprise · AI

Monday, 31 August 2026

5 pieces
Cathay
Enterprise AI Economics: How to Scale Intelligence Without Scaling Costs↗AI · Enterprise
Sammy Abdullah
SaaSpoca-who? SaaS companies are having their best quarter. Ever.↗Enterprise · Semis
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday↗AI · Enterprise · DevTools
Saastr
We’ve Been Running Salesforce Headless for 6 Months on Our Own “Claudeforce.” We’re Never Going Back↗Enterprise · MarTech
Lenny's Newsletter
How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)↗AI · Enterprise

Sunday, 30 August 2026

4 pieces
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market · Enterprise · AI
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows↗AI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion Moonshot↗AI · Enterprise
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)↗AI · Enterprise · DevTools

Saturday, 29 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #513↗Enterprise

Friday, 28 August 2026

8 pieces
Saanya Ojha
The Claudeforce Awakens↗Enterprise · AI
Sammy Abdullah
Increases in ACV are not free↗Enterprise · Fintech
Kevin Stevens
The Interface Was Never the Moat↗AI · Enterprise · Industrials
Saastr
When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013↗Enterprise · AI · MarTech
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data Retention↗AI · Enterprise · Data
Saastr
50% of the Work Created in Linear Is Now Created by Agents. A Year Ago It Was 3%.↗Enterprise
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)↗Enterprise · DevTools · AI

Thursday, 27 August 2026

7 pieces
Newcomer · Eric Newcomer
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗AI · Enterprise
Sammy Abdullah
The Best Quotes from Salesforce’s Q2 Earnings Call on AI↗Enterprise · AI
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed↗AI · Infra · Enterprise
Phin Barnes
Natural Value↗AI · Enterprise · Market
Saastr
Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last Place↗Enterprise · AI · Data
A16Z
You are not a model. Don’t price per token.↗AI · Enterprise · Market
Saastr
Dear SaaStr: What Are Some Signs That Your B2B Marketing Programs Won’t Scale Well?↗Enterprise · MarTech

Wednesday, 26 August 2026

5 pieces
Euclid Ventures
Nobody Wants Your Software↗AI · Enterprise · Market
Patrick Salyer
The SaaSpocalypse CEO Survival Guide: Six Months Later↗Enterprise · AI
Saastr
A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.↗Enterprise · AI
Sammy Abdullah
CEO Comments on AI from 19 SaaS Earnings Calls↗Enterprise · AI
Saastr
5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost↗Enterprise · Data · AI

Tuesday, 25 August 2026

1 pieces
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changing↗AI · DevTools · Enterprise
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