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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

Friday, 23 October 2026

1 pieces
A16Z
Charts of the Week: Attention is All You Need ↗AI · Infra · Semis

Wednesday, 21 October 2026

2 pieces
A16Z
Why Hardware Specialization is Back↗Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
The GPU Revenue Ladder↗Infra · Semis

Monday, 19 October 2026

1 pieces
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis

Sunday, 18 October 2026

1 pieces
Guru Chahal
Weekly Technology Digest — October 18, 2026↗AI · Infra · Semis

Friday, 16 October 2026

2 pieces
A16Z
This Week in Charts: Agents Denied↗AI · Retail · Semis
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis

Wednesday, 14 October 2026

2 pieces
Antler
Why we invested in siliXon↗AI · DevTools · Semis
Investing in AI · Rob May
Arm Holdings (ARM): The Royalty Machine Meets the AI Data Center↗Semis · Infra

Tuesday, 13 October 2026

2 pieces
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗AI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
Price War in the Chip Aisle↗Infra · Semis

Monday, 12 October 2026

2 pieces
Guru Chahal
The Changing Economics of AI Infrastructure↗Infra · Semis
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: AI Cockroaches Scurry Out from Under Nvidia, the Most Valuable Company in the World↗Infra · Semis

Friday, 9 October 2026

3 pieces
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis
Eclipse · Seth Winterroth
Built for the Compute Ownership Era↗Infra · Semis
Kwokchain · Kevin Kwok
Abstract Warfare: How TSMC Made Its Own Market↗Semis · Infra

Thursday, 8 October 2026

1 pieces
General Catalyst
Building the Future of Quantum↗Infra · Semis

Tuesday, 6 October 2026

1 pieces
Madrona Ventures
In AI We Believe, But in Physics We Trust: Our Investment in Vinci↗Infra · Semis · DevTools

Monday, 5 October 2026

1 pieces
Radical VC
AMD Acquires World Labs↗AI · Semis · Market

Friday, 2 October 2026

1 pieces
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market

Thursday, 1 October 2026

1 pieces
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗Semis · Infra

Wednesday, 30 September 2026

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

Tuesday, 29 September 2026

2 pieces
Saastr
What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 Days↗Semis · MarTech · AI
Breadcrumb VC
Local AI Models: The Catalyst for the Great Reset↗AI · Infra · Semis

Thursday, 24 September 2026

1 pieces
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year↗Semis · Infra

Friday, 18 September 2026

1 pieces
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee↗AI · Enterprise · Semis

Thursday, 10 September 2026

1 pieces
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗AI · Crypto · Semis

Monday, 7 September 2026

1 pieces
Akash Bajwa
Does Concentration Risk Matter In AI?↗AI · Semis · Infra

Sunday, 6 September 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M ↗AI · Semis · Mobility

Thursday, 3 September 2026

1 pieces
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?↗AI · Semis

Wednesday, 2 September 2026

1 pieces
A16Z
Apex: The Spacecraft Platform Company↗Defense · Semis

Tuesday, 1 September 2026

1 pieces
Sequoia
Partnering with Form Energy: America’s Battery Champion for the AI Grid↗Climate · Semis

Monday, 31 August 2026

1 pieces
Sammy Abdullah
SaaSpoca-who? SaaS companies are having their best quarter. Ever.↗Enterprise · Semis

Friday, 28 August 2026

1 pieces
A16Z
The Machine Age Fund↗AI · Infra · Semis

Thursday, 27 August 2026

1 pieces
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis

Wednesday, 26 August 2026

4 pieces
Saanya Ojha
Who Let the Ox Out?↗AI · Infra · Semis
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?↗AI · Semis · Industrials
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI

Sunday, 23 August 2026

1 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at Stanford↗AI · Infra · Semis
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