TopicsPeopleFeedsGet the weekly digest
SUN 25 OCT 2026 · 146 new pieces this week

The latest theses & analyses from 800+ venture investors.

Subscribe to get the weekly digest. Every Sunday.

Join 5,000+ investors, founders and LPs

Select picks in the past month
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, 24 October 2026

1 pieces
Kyle Harrison
The Forgotten Industrialist↗Market · Industrials

Friday, 23 October 2026

1 pieces
Accel
Zetwerk's IPO: Building India's Universal Factory↗Industrials · Supply Chain · Climate

Thursday, 22 October 2026

3 pieces
Apoorv's notes
Why we invested in Arda↗Industrials · Robotics · Defense
Sapphire Ventures · Anders Ranum, Demi Obayomi, Michael Hsu
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials
Sapphire Ventures
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials · Infra · Climate

Tuesday, 20 October 2026

4 pieces
A16Z
Superhuman Hardware Design Is The Easy Part↗AI · Industrials · Robotics
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate
A16Z
Investing in Eka Robotics↗Robotics · Industrials
Accel
Our investment in Arda↗Industrials · AI · Defense

Sunday, 18 October 2026

1 pieces
Investing in AI · Rob May
Beyond The GPU: Second Order Thinking In AI Infrastructure↗Infra · Climate · Industrials

Thursday, 15 October 2026

2 pieces
Amir Kabir
Edition 67 | 2026 — The Autonomous Factory↗Industrials · AI · Security
Accel
Our Investment in Origin: Bringing Physical AI to the Built World↗Industrials · Robotics · Infra

Wednesday, 14 October 2026

2 pieces
Antler
Why we invested in Plenex↗Insurance · Built World · Industrials
Antler
Why we invested in Lir Labs↗Climate · Industrials

Tuesday, 13 October 2026

1 pieces
Annelies Gamble
Manufacturing Is a Jenga Problem↗Industrials · AI

Monday, 12 October 2026

2 pieces
Akash Bajwa
Capital Stacks For Atoms↗Climate · Industrials · Defense
Dynamo VC · Santosh Sankar
Dynamo Dispatch (2026/10/12)↗Mobility · Climate · Industrials

Friday, 9 October 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #214↗Industrials · Defense · Bio

Wednesday, 7 October 2026

1 pieces
A16Z
Why Texas Is Making Data Centers Wait↗Climate · Infra · Industrials

Tuesday, 6 October 2026

2 pieces
Annelies Gamble
Why AI Capability Isn't Always Translating to Value in Industrials↗Industrials · AI
Craft Ventures
Our Partnership with Noetive: Building the Intelligence of Record for the Physical Economy↗AI · Industrials

Monday, 5 October 2026

1 pieces
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: How Seed and Pesticide Makers Act Like the Mafia↗AgFood · Industrials

Friday, 2 October 2026

1 pieces
A16Z
The Case for the American Manufacturing Asset Class↗Defense · Industrials · AI

Thursday, 1 October 2026

5 pieces
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff↗Consumer · Industrials · AI
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital Summit↗Climate · Infra · Industrials
Glasswing VC
AI Atlas: The Need to Understand the Next Step↗Infra · Robotics · Industrials
Peter G Schmidt · Peter G Schmidt
Episode 6: Cummins, Inc.↗Industrials · Climate
Bain Capital Ventures
Why Autodesk and MaintainX Belong Together↗Industrials · Enterprise

Wednesday, 30 September 2026

1 pieces
A16Z
State of Markets II↗AI · Semis · Industrials

Tuesday, 29 September 2026

2 pieces
Joe Lonsdale
Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"↗Climate · Industrials · Gov
Madrona Ventures
A Reasoning Flywheel for the Physical Economy: Why We Invested in Atomic↗Supply Chain · Industrials

Monday, 28 September 2026

1 pieces
Nikunj Kothari
Deployment Gap↗Robotics · Industrials · Market

Tuesday, 22 September 2026

1 pieces
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTS↗Industrials · AI · Infra

Monday, 21 September 2026

2 pieces
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go Public↗Robotics · Industrials · AI
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup Truck↗Climate · Industrials · Gov

Friday, 18 September 2026

1 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, Indiana↗Industrials · Market

Wednesday, 16 September 2026

1 pieces
Bilal Zuberi
When Physical Work Becomes Programmable↗Robotics · Industrials · Supply Chain

Thursday, 10 September 2026

1 pieces
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 Question↗Robotics · Industrials · AI

Wednesday, 9 September 2026

2 pieces
Investing in AI · Rob May
Reader Submission: A Deeper Dive on Dell↗AI · Industrials
Medha Agarwal
From Models to Machines: The Physical AI Market Map↗AI · Robotics · Industrials
← Prev12Next →
Top posts this week
01
02
03
04
Why Is Every AI Data Company On 🔥?
Aspiring for Intelligence
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily