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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

3 pieces
Apoorv's notes
Why we invested in Arda↗Industrials · Robotics · Defense
Lightspeed Venture Partners Blog
Why We’re Backing Warp↗Bio · Infra · Robotics
Lightspeed
Why We're Backing Warp↗Bio · Infra · Robotics

Tuesday, 20 October 2026

4 pieces
A16Z
Superhuman Hardware Design Is The Easy Part↗AI · Industrials · Robotics
Obvious
Why We Invested in Eka Robotics↗Robotics · Infra
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate
A16Z
Investing in Eka Robotics↗Robotics · Industrials

Friday, 16 October 2026

2 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis
Antler
Why we invested in Marco↗Robotics · Infra

Thursday, 15 October 2026

1 pieces
Accel
Our Investment in Origin: Bringing Physical AI to the Built World↗Industrials · Robotics · Infra

Wednesday, 14 October 2026

3 pieces
Antler
Uncharted AI↗Materials · Climate · Robotics
Antler
Aspera Industries↗Defense · Robotics
Antler
Green Aero↗Defense · Robotics

Friday, 9 October 2026

1 pieces
Turner Novak
🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures↗AI · Robotics · Defense

Thursday, 8 October 2026

2 pieces
Amir Kabir
Edition 66 | 2026 — Autonomy Needs a Safety Case↗AI · Defense · Robotics
Alumni Ventures
AI Is Getting a Body: Five things investors need to understand about robotics in 2026↗Robotics · AI

Wednesday, 7 October 2026

1 pieces
Sequoia
Partnering with Mecka: Bringing AI to the Physical World↗Infra · Robotics

Tuesday, 6 October 2026

1 pieces
General Catalyst
The Robotics Company Creating Safer Jobs↗Robotics · Defense · Climate

Monday, 5 October 2026

1 pieces
Sapphire Ventures · Anders Ranum, Jai Das, Adam Liu, Jasmine Yang
The Real-Time Inference Layer Powering World Models: Why We're Thrilled to Back Reactor↗Infra · Robotics

Thursday, 1 October 2026

6 pieces
Guru Chahal
What Role Will Frontier Models Play in Robotics?↗Robotics · AI
Glasswing VC
AI Atlas: The Need to Understand the Next Step↗Infra · Robotics · Industrials
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security
Wing VC · Tanay Jaipuria
Investing in Dream Labs: Building general robot intelligence↗Robotics · Infra
Energize Capital
Celebrating DroneDeploy's Next Chapter↗Robotics · Built World · Climate
Wing VC · Tanay Jaipuria
Investing in Ultra: Getting Robots to Work↗Robotics · Supply Chain

Monday, 28 September 2026

2 pieces
Nikunj Kothari
Deployment Gap↗Robotics · Industrials · Market
Not Boring · Packy McCormick
Airbound: As We May Move↗Mobility · Climate · Robotics

Monday, 21 September 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go Public↗Robotics · Industrials · AI

Friday, 18 September 2026

1 pieces
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels ↗AI · Infra · Robotics

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

1 pieces
Medha Agarwal
From Models to Machines: The Physical AI Market Map↗AI · Robotics · Industrials

Tuesday, 8 September 2026

2 pieces
Greylock News
Introducing Antioch: The Simulation Platform for Physical AI↗AI · Robotics
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics

Friday, 4 September 2026

1 pieces
Selina Wang
The Robotics Demo to Production Gap↗Robotics · Industrials

Wednesday, 2 September 2026

1 pieces
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics

Tuesday, 1 September 2026

1 pieces
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”↗Robotics · AI

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
Making Connections by Jax · Jax Vullinghs
Unleashing Creativity↗AI · Robotics

Thursday, 27 August 2026

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