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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, 2 September 2026

4 pieces
Day by Jay · Jackie DiMonte
The Series A is dead, Long live the Series A ↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael Burry↗AI · Market
Entrepreneur First
Portfolio News | Summer 2026↗Market · AI · Infra
Sequoia
The Cognitive Revolution↗AI · Market

Tuesday, 1 September 2026

8 pieces
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine Capitalism↗AI · Market
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market
Patrick Salyer
The new Series A is the old Series B.↗Market
Lolita Taub
🌛 Dark factories, AI decks, immigrant founders, $1.5M+ funding opportunities, and more↗Market
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, Revisited↗Market · AI
Carried Away
Three Beach Minimum↗Market · AI
A16Z
“Enshittification” Isn’t Real↗Media · Market
Madrona Ventures
Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFin↗Enterprise · Market

Monday, 31 August 2026

8 pieces
Nikunj Kothari
The New Valley↗AI · Market
Equal Ventures
Announcing the Additions of Jon and Sophia to the Equal Ventures Team ↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: Implications↗AI · Market
Adrian Radu
The Great AI Talent Concentration↗AI · Market
Madrona Ventures
Introducing the 2026 Intelligent Applications 40↗AI · Market
A16Z
Expanding the a16z Growth Fund and Platform↗Market
Climate Tech VC
🌎 How founders are raising in 2026 #311↗Climate · Market
Kenneth Auchenberg
Build the damn best product.↗Market

Sunday, 30 August 2026

2 pieces
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market · Enterprise · AI
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market

Saturday, 29 August 2026

2 pieces
Lenny's Newsletter
🧠 Community Wisdom: Building without clear PM requirements, selling a product before building it, pricing fast-moving B2B SaaS, a year of job hunting, and more↗Market
Kyle Harrison
Humility Hard Hats↗Market

Friday, 28 August 2026

3 pieces
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!↗Climate · Market
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?↗Gov · Market · Fintech
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026↗Market · AI

Thursday, 27 August 2026

8 pieces
Earnest Sweat
The Corner Three↗Market
A Wealth of Common Sense · Ben Carlson
10 Things You Need to Know About Investing in Stocks↗Market
Phin Barnes
Natural Value↗AI · Enterprise · Market
Turner Novak
🎧🍌 Why America is the Best Emerging Market | Chris Olsen, Drive Capital↗Market
Jared Heyman
On why you should invest in the most expensive YC startups↗Market
A16Z
You are not a model. Don’t price per token.↗AI · Enterprise · Market
Megan Maloney
Spotlight: How Popcall is Driving Human Connection and Earnings for Creators↗Media · Market · Consumer
Extantia Capital
Putting humanoids to work on Europe’s factory floors↗Robotics · Industrials · Market

Wednesday, 26 August 2026

5 pieces
Nikunj Kothari
Being legible to capital↗Market
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
Euclid Ventures
Nobody Wants Your Software↗AI · Enterprise · Market
David Cahn
They Built the Team. They Raised the Money. Now What?↗Market
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