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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, 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
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an Action↗Insurance · AI · Robotics

Tuesday, 25 August 2026

1 pieces
Obvious
10 Emerging Robotics Infrastructure Themes↗Robotics · AI · DevTools

Monday, 24 August 2026

3 pieces
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical World↗Robotics · AI
Radical VC
World Models in Robotics↗Robotics · AI
Antler
Synthium↗AI · Robotics

Sunday, 23 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024↗Crypto · Robotics · Industrials

Saturday, 22 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #512↗AI · Robotics

Friday, 21 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #207↗Bio · AI · Robotics

Monday, 17 August 2026

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

Friday, 14 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #206↗Defense · Robotics · Climate

Sunday, 9 August 2026

1 pieces
Investing in AI · Rob May
World Models And The Companies That May Win This New Space↗AI · Infra · Robotics

Wednesday, 5 August 2026

1 pieces
Cathay
The Pragmatic Robotics Boom↗Robotics · Industrials

Tuesday, 4 August 2026

1 pieces
Jamesin · Jamesin Seidel
Some things I've been thinking about - ↗Fintech · AI · Robotics

Monday, 3 August 2026

2 pieces
Tanay Jaipuria · Tanay Jaipuria
The Simulation Stack in Robotics↗Robotics · AI
Abe Murray
AlleyCorp Deep Tech | July 2026 Newsletter↗Market · Defense · Robotics

Sunday, 2 August 2026

1 pieces
Radical VC
A Functional Taxonomy of World Models↗AI · Infra · Robotics

Tuesday, 21 July 2026

1 pieces
USV
Gritt↗Robotics · Climate

Wednesday, 8 July 2026

1 pieces
USV
Data At The Edge↗AI · Infra · Robotics

Thursday, 4 June 2026

1 pieces
USV
Generalist↗Robotics · Infra

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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