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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

Thursday, 22 October 2026

2 pieces
QED
Different is better than better↗Fintech · Security
QED Investors
Different is better than better↗Fintech · Security

Wednesday, 21 October 2026

3 pieces
Stratechery
Presented by Stripe↗Fintech · Market
Alex Lazarow · Alex Lazarow
Three Buyers, Three Continents: Stablecoins Have A Proven Exit Market ↗Crypto · Fintech
M13
Who Verifies the Agents? Jonathan Awad, co-founder and CEO, Baselayer↗Fintech · AI

Monday, 19 October 2026

1 pieces
Newcomer · Eric Newcomer
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗Fintech

Saturday, 17 October 2026

2 pieces
A16Z Crypto
Money for machines↗Crypto · Fintech · AI
A16Z Crypto
Money for machines↗Crypto · Fintech · AI

Thursday, 15 October 2026

3 pieces
Joe Lonsdale
Ep 166: Eric Glyman on Ramp's Meteoric Growth, Selling Outcomes vs Products, and the Future of White-Collar Work↗Fintech · AI
A16Z
Wallet Wars↗AI · Fintech
Turner Novak
🎧🍌 Why Stripe’s 1st Employee Just Bought a Bank | Darragh Buckley, Increase↗Fintech · Banking

Wednesday, 14 October 2026

6 pieces
Lightspeed Venture Partners Blog
Zaria↗Fintech · Banking
Antler
Why we invested in Ninopay↗Fintech
Conor Witt · Conor Witt
The Data Tapes Edition #54↗Banking · Fintech
Lightspeed Venture Partners Blog
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking
Antler
Dodo Payments↗Fintech
Lightspeed Venture Partners · Aaron Frank and Kat Zhang
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking · Crypto

Tuesday, 13 October 2026

1 pieces
QED
Rabbet’s moat in real estate development software↗Built World · Fintech

Thursday, 8 October 2026

1 pieces
Sequoia
Partnering with Catalyst: Turning Ideas into Trades↗Fintech · AI

Tuesday, 6 October 2026

3 pieces
Newcomer · Eric Newcomer
9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More↗Fintech · AI
White Star Capital
Cash that never sleeps: why we invested in Spiko↗Fintech · Banking · Crypto
Foundation Capital · Zach Noorani
Bad-acting agents: Fighting fraud on a new frontier↗AI · Security · Fintech

Sunday, 4 October 2026

2 pieces
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech · Enterprise

Saturday, 3 October 2026

2 pieces
Abraham Thomas
Trust Is The Scarce Asset↗AI · Fintech
Saastr
SaaStr AI App of the Week: Chargebee. The Billing System Behind How Gorgias, CodeRabbit, Lambda and Zapier Price AI↗Enterprise · Fintech

Thursday, 1 October 2026

1 pieces
Fintech Ruminations
The inevitability of local stablecoins↗Crypto · Fintech

Wednesday, 30 September 2026

1 pieces
Newcomer · Eric Newcomer
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗AI · Fintech · Banking

Tuesday, 29 September 2026

2 pieces
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking

Monday, 28 September 2026

3 pieces
Radical VC
The Era of Superhuman Forecasting↗AI · Fintech
USV
Introducing Supertake↗Fintech · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Next Generation of Income Strategies↗Fintech · Banking

Friday, 25 September 2026

2 pieces
Deciens
Deciens Connect 2026: Field Notes↗Fintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents Revolt↗AI · Fintech · Insurance

Thursday, 24 September 2026

3 pieces
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London↗Enterprise · Fintech · HR
Antler
Why Antler Invested in HIFI's $37M Series A↗Fintech · Crypto
Multicoin Capital
DeFi 2.0↗Crypto · Banking · Fintech

Wednesday, 23 September 2026

2 pieces
Lightspeed Venture Partners Blog
Anatomy↗Health · Fintech
A16Z Crypto
The rise of the $100-billion RWA perp market↗Crypto · Fintech
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