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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, 12 August 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Depressed Day Traders↗Market
Melody Koh · Melody Koh, Partner @ NextView
Consensus by Construction↗Market · AI

Tuesday, 11 August 2026

7 pieces
Venture Upward · David Beisel
The Blue Note↗Market
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗AI · Market
A Wealth of Common Sense · Ben Carlson
Rich Man, Poor Man↗Market
Better Tomorrow Ventures
2Q26 Newsletter↗Market
Victor Gutwein · Victor Gutwein
2026 Best of the Midwest: Startup City Rankings↗Market
Lenny's Newsletter
How to make people care about your startup↗Market
Venture Unlocked · Samir Kaji
From the early days of Facebook and learning from Zuck to building a $2B+ VC franchise w/South Park Commons↗Market

Monday, 10 August 2026

8 pieces
Nikunj Kothari
Everything is downstream of ambition↗Market
Earnest Sweat
Distribution Is King↗Enterprise · Market
Harlem Capital
Inside Primary VC: Building New York’s Best Seed Firm↗Market
Saanya Ojha
Zuck’s Great Open-Source Reset↗AI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 1: Implications↗AI · Market
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025↗Mobility · Climate · Market
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?↗AI · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: A Judge Condemns Facebook for Enabling Mass Sexual Exploitation of Kids↗Market

Sunday, 9 August 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
Making it to New All-Time Highs↗Market
Continuations · Albert Wenger
The Cost of Capital in the AGI Age↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR Multiples↗AI · Market

Saturday, 8 August 2026

2 pieces
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis
Saastr
The Simple Math Behind a 3x Venture Fund: Why Your Best Investment Needs to Return the Whole Thing↗Market

Friday, 7 August 2026

9 pieces
Glenn Borok
Airtable didn't get acquired - it got divorced↗Enterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow Economy↗Market · MarTech
Peter G Schmidt · Peter G Schmidt
Why Does Cincinnati Have an Open? ↗Market
Newcomer · Eric Newcomer
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons↗Enterprise · Market
Earnest Sweat
The Songwriting Credit↗Market
Sammy Abdullah
Don’t be First-to-Market↗Market
99% Derisible · Yoni Rechtman
No revenue is enough revenue↗Market
Madrona Ventures
Seattle Tech Week 2026: The Most Seattle Tech Week Yet↗Market
First Round Review
Board Meetings 101 (for Early Stage Founders)↗Market

Thursday, 6 August 2026

8 pieces
A Wealth of Common Sense · Ben Carlson
Investing is a Game of Survival↗Market
Pear
New grad hiring: Why slope, not experience is worth paying for↗Market · HR
Youssef Kalad
What's a career, anyway?↗Market · HR
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind Spot↗Market · AI
Shruti Gandhi · Shruti Gandhi
HappyRobot, Sapiom, and Agency↗Market
Brian Sugar
The Room Reads First↗Consumer · Market
Northside Ventures
Where is the White Space for Canadian Defence Founders?↗Defense · Market
Making Connections by Jax · Jax Vullinghs
More book recommendations↗Market

Wednesday, 5 August 2026

1 pieces
Euclid Ventures
Venture Capital's Blackstone Problem↗AI · Market · Enterprise
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