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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

Wednesday, 19 August 2026

1 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?↗AI · Infra · Semis

Tuesday, 11 August 2026

1 pieces
Saanya Ojha
The AI Revolution will be Securitized↗AI · Semis

Sunday, 9 August 2026

1 pieces
Saastr
Dear SaaStr: What Is A Good Demo Conversion Rate for a SaaS Startup?↗Enterprise · Semis

Saturday, 8 August 2026

1 pieces
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis

Friday, 7 August 2026

3 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Memory Leak
Optical Interconnect — A Primer↗AI · Semis
Not Boring · Packy McCormick
Weekly Dose of Optimism #205↗Climate · AI · Semis

Tuesday, 4 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' Paradox↗AI · Infra · Semis

Sunday, 2 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory Trade↗Semis · AI · Market

Saturday, 1 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Why I Love the Stock Market↗Semis · AI

Wednesday, 18 February 2026

1 pieces
USV
The Future of Programmable Everything Runs on Efficient Energy: Efficient Computer’s Series A↗Semis · Infra

Wednesday, 1 October 2025

1 pieces
USV
Electroflow↗Climate · Semis
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