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SUN 25 OCT 2026 · 147 new pieces this week

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Select picks in the past month
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

3 pieces
A16Z
Meet the a16z Talent Engineer Fellows↗HR · Market · AI
Euclid Ventures
$100M, Zero Churn, All Channel↗Fintech · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Bear Case on AI↗Market

Tuesday, 18 August 2026

11 pieces
Saanya Ojha
Damned If You Diffuse, Damned If You Don’t↗AI · Market
A Wealth of Common Sense · Ben Carlson
Getting Ahead Has Never Been Easy↗Market
Continuations · Albert Wenger
Signing the Statement on Superintelligence↗AI · Market
OpenVC.app
How to Build an Investor Pipeline for Startup Fundraising↗Market
Adrian Radu
The “Permission Gap” opportunity for startups↗Market
Lenny's Newsletter
Announcing Lenny’s Jobs: The best place in the world to find, vet, and land your dream job↗Market
Harlem Capital
The Anti-Portfolio: What Missing a $2 Billion Deal Teaches You About Winning the Next One↗Market
Harlem Capital
Why the Best VC Deals Start Outside the Office↗Market
On My Mind · Michael Dempsey
Dear VCs, Just Give Up↗Market
Deconstructor of Fun
The Man Behind Most Gaming Deals↗Gaming · Market
Glasswing VC
Glasswing named one of America’s Top Venture Capital Firms of 2026 by TIME and Statista↗Market

Monday, 17 August 2026

7 pieces
Carried Away
The Rebuild, Part II: Outside the Walls↗Market · AI
Carried Away
The Rebuild, Part I: A Museum of Itself↗Market
Continuations · Albert Wenger
Philosophy Mondays: Human Nature and Multiscale Analysis↗Market
Deconstructor of Fun
The Man Who Advises on Gaming’s Biggest Deals↗Gaming · Market
Jared Heyman
On Rebel Theorem 5.0↗Market
Alex Lazarow · Alex Lazarow
Competition is for losers - the AI edition↗Fintech · Market
A Wealth of Common Sense · Ben Carlson
Now THIS is a Bull Market↗Market

Sunday, 16 August 2026

1 pieces
Alex Lazarow · Alex Lazarow
Competition Is For Losers In The AI Era: A Geographic Perspective↗Fintech · AI · Market

Saturday, 15 August 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Recovering from burnout, what Airtable’s sale says about the ceiling on a startup, keeping architecture docs up to date, running competitor analysis, and more↗Market
Kyle Harrison
The Unfalsifiable Economy↗Market
Stage 2
Do You Need a GTM Engineer? ↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #511↗AI · Infra · Market

Friday, 14 August 2026

6 pieces
A Wealth of Common Sense · Ben Carlson
How Often Should You Check Your Portfolio?↗Market
David Teten
Event Notes: The VC’s Guide to Using AI for Generating Alpha↗Market · AI
Michelle Volz · Michelle Volz
To be or to do↗Market
99% Derisible · Yoni Rechtman
What capital wants↗Market
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture Investor↗Market · AI
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup Investments↗Market · AI

Thursday, 13 August 2026

5 pieces
Making Connections by Jax · Jax Vullinghs
Enjoy the Ride↗Market · AI
A Wealth of Common Sense · Ben Carlson
Where Housing is the Most Expensive↗Built World · Market
Earnest Sweat
The Longest Punt in History↗Market
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗AI · Market
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?↗Enterprise · Market · Fintech

Wednesday, 12 August 2026

3 pieces
Correlation Ventures
Super Unicorns. The Only Path to Riches in U.S. Venture?↗Market
Sammy Abdullah
Land a ‘Buffalo’ to Establish a New Market↗Market
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
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