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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, 26 August 2026

4 pieces
Newcomer · Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs ↗Market · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Free Markets Dead?↗Market
Venture Prose
Timing, Attitude and Discernment↗AI · Market
BIG by Matt Stoller · Matt Stoller
Why Political Moderates Are Losing↗Gov · Market

Tuesday, 25 August 2026

7 pieces
David Teten
The Republic Is Your Largest Unhedged Position↗Market
Euclid Ventures
The Verticalist Summit Is Back↗Market
A Wealth of Common Sense · Ben Carlson
How Will This Cycle End?↗Market
Carried Away
No Guitars on This Track↗Market
Equal Ventures
“With a little help from my friends” – Announcing the EMC Selection Committee↗Market
Adrian Radu
Tech IPO Performance↗Market
Jamesin · Jamesin Seidel
Analysis of NeoLab Raises↗AI · Market

Monday, 24 August 2026

9 pieces
David Teten
Launching a philanthropic co-investment vehicle to back a healthier democratic republic↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2↗AI · Market
NextView VC
Consensus by Construction↗Market
NextView VC
Some Assembly Required↗Market
Turner Novak
🎧🍌 Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of Figure↗Fintech · Market
Sammy Abdullah
What Big Funds look for in a CEO↗Market
Stratechery
Autonomy and Innovation↗AI · Security · Market
Deconstructor of Fun
6 Brutal Lessons From First 100 Days As CEO↗Gaming · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Living in an Age of Cheating Means Having Your Time Stolen Constantly↗Market

Sunday, 23 August 2026

2 pieces
OpenVC.app
The 23 Types of Startup Investors & How to Approach Each↗Market
OpenVC.app
Why Health Startups Need Their Own Residency Program↗Health · Market

Saturday, 22 August 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Favorite Lenny’s Product Pass tools, how AI is reshaping hiring, what to prioritize when you join a new company, and more↗Market
Kyle Harrison
Getting In The Right Rooms↗Market
A16Z Crypto
The habits of AI writing, and what to do about them↗Market
A16Z Crypto
The habits of AI writing, and what to do about them↗Market

Friday, 21 August 2026

7 pieces
Deciens
Epistula #15: The Risks We Choose↗Market · Fintech
A Wealth of Common Sense · Ben Carlson
The 401k Has Been a Success↗Market
On My Mind · Michael Dempsey
The Forest is Always Dark↗Market
99% Derisible · Yoni Rechtman
Our 2Q letter to LPs↗AI · Market
Continuations · Albert Wenger
Slowing Down the Race to Superintelligence↗AI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund Model↗AI · Market
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their story↗Retail · Market

Thursday, 20 August 2026

6 pieces
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agenda↗AI · Market
Earnest Sweat
Everyone Shoots Threes Now↗AI · Market
A Wealth of Common Sense · Ben Carlson
Why the Stock Market Has to Crash↗Market
Sammy Abdullah
Software Multiples Are Up, And Staying Up↗Enterprise · Market
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.↗Market · Retail · AI
A16Z
Rise of the Borderless Founder↗Market

Wednesday, 19 August 2026

1 pieces
Automatter
The Rise and Fall of the Venture Syndicate↗Market
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