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SUN 25 OCT 2026 · 147 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

Friday, 4 September 2026

2 pieces
Selina Wang
The Robotics Demo to Production Gap↗Robotics · Industrials
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · AI · Industrials

Monday, 31 August 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
How Matic got robots into 10,000 homes↗Robotics · Industrials

Friday, 28 August 2026

1 pieces
Kevin Stevens
The Interface Was Never the Moat↗AI · Enterprise · Industrials

Thursday, 27 August 2026

1 pieces
Extantia Capital
Putting humanoids to work on Europe’s factory floors↗Robotics · Industrials · Market

Wednesday, 26 August 2026

2 pieces
Emergence Capital
The robots are ready. Are the assemblers?↗Robotics · Industrials · AI
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?↗AI · Semis · Industrials

Tuesday, 25 August 2026

1 pieces
Not Boring · Packy McCormick
An American Engineer in China↗Industrials · AI · Climate

Sunday, 23 August 2026

2 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024↗Crypto · Robotics · Industrials
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Infra · Industrials

Tuesday, 18 August 2026

1 pieces
Annelies Gamble
America’s Role in the Next Golden Age of Chemical Synthesis↗AI · Bio · Industrials

Monday, 17 August 2026

1 pieces
Pear
Our investment in Gravis Robotics↗Robotics · Industrials · Built World

Sunday, 16 August 2026

1 pieces
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why 🥀 Is The Fastest-Rising Emoji; How Robots Might Save Cherry Blossom Season; +++ [link blog]↗AI · Gov · Industrials

Thursday, 13 August 2026

1 pieces
Antler
IndustrialMind.ai↗Industrials · AI

Wednesday, 12 August 2026

1 pieces
Not Boring · Packy McCormick
Base Power Company: Chapter 3↗Climate · Industrials

Friday, 7 August 2026

1 pieces
A16Z
Charts of the Week: Bookslop↗Media · Industrials · Defense

Thursday, 6 August 2026

1 pieces
Greycroft.com
Defense Startup: AI Turns 2 Months Of Engineering Into 20 Minutes↗Defense · Industrials · AI

Wednesday, 5 August 2026

2 pieces
Cathay
The Pragmatic Robotics Boom↗Robotics · Industrials
A16Z
American Dynamism Film Series↗Defense · Climate · Industrials

Monday, 6 July 2026

1 pieces
USV
Alqem↗AI · Industrials · Climate

Monday, 1 December 2025

1 pieces
USV
Rapidly Deployed Robots at Industrial Scale: Leading the Series A of Tutor Intelligence↗Robotics · Industrials
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