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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

Saturday, 24 October 2026

3 pieces
Lenny's Newsletter
🧠 Community Wisdom: Negotiating a lowball offer, designers earning a seat in product decisions, resources for building an MCP server, and more↗Market
Kyle Harrison
The Forgotten Industrialist↗Market · Industrials
Stage 2
How Should an Early-Stage Startup Choose Between Distribution Partners?↗Market

Friday, 23 October 2026

8 pieces
NextView VC
The Coverage Math↗Market
A Wealth of Common Sense · Ben Carlson
Markets Are Always Different This Time↗Banking · Market
99% Derisible · Yoni Rechtman
Data-native capital is coming↗AI · Data · Market
Turner Novak
🎧🍌 How Oren Zeev Invests $2.7B With No Employees↗Market
Earnest Sweat
In It, Not Of It↗Market
Newcomer · Eric Newcomer
Anthropic’s Pending IPO Has Silicon Valley on the Edge of Its Seat↗Market · AI
Sammy Abdullah
The VC with the most SaaS IPOs since 2017↗Market
Day by Jay · Jackie DiMonte
Every cycle is unprecedented, this one’s no different↗Market · AI

Thursday, 22 October 2026

20 pieces
Madrona Ventures
AI Was Supposed to Replace SDRs. The Top Companies Are Hiring More↗MarTech · Market
Lightspeed Venture Partners Blog
Noam Neumann↗Market
Lightspeed Venture Partners Blog
Jonatan Bien↗Market
Lightspeed Venture Partners Blog
Guy Weiss↗Market
Lightspeed Venture Partners Blog
Manohar (Mano) Paluri↗Market
Lightspeed Venture Partners Blog
Solomon (Sol) Reisberg↗Market
Lightspeed Venture Partners Blog
DJ Patil↗Market
Lightspeed Venture Partners Blog
Kevin Weil↗Market
A16Z
Meet the a16z Ops Engineering Fellows ↗Market · AI
A16Z Crypto
Introducing a16z Frontier↗Market · AI · Crypto
A16Z
a16z Frontier↗Market · AI · Crypto
Newcomer · Eric Newcomer
The Story of Anthropic’s Cap Table: VCs Showed Up Late to the Party, Toting All the Cash They Could Wrangle ↗AI · Market
A Wealth of Common Sense · Ben Carlson
How I Think About Investing in Bonds↗Market
Equal Ventures
Stop being so “mean”↗Market
The Sociology of Business · Ana Andjelic
Tasteful Manifesto↗Media · Market
Sammy Abdullah
Strategics Don’t Pay More than Private Equity↗Enterprise · Market
Earnest Sweat
Metrics in the Rear View↗Market
David Talpalar
Portfolio Risk in Venture Capital↗Market · AI
Antler
Why the Best Australian Startups Think Like Global Companies↗Market
Amplify Partners
Announcing our investment in Tiles↗Market

Wednesday, 21 October 2026

9 pieces
Newcomer · Eric Newcomer
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗Market
Better Tomorrow Ventures
On Risk↗Market · AI
Thomas Reiner
225k Robotaxis by 2030: Why Uber Still Wins the Trip Math↗Mobility · Market
Stratechery
Presented by Stripe↗Fintech · Market
Simon Wu
We All Built an Agent↗AI · Market
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Updates, Investments, Exits, & Market Trends↗Market
Newcomer · Eric Newcomer
Anduril Investor MVP Ventures Eyes $100 Million Opportunities Fund↗Market
Sammy Abdullah
SaaS M&A Multiples Now at 8x on Median↗Enterprise · Market
Craft Ventures
Inside Un_prompted: Seven Lessons on Marketing & Growth When Agents Are the Customer↗AI · Market
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