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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, 5 August 2026

6 pieces
Sammy Abdullah
Stop Worrying About Competitors↗Market
Saastr
Airtable Just Sold for $2.25B at 2.7x ARR. It Raised $1.4B and Was Once Worth $11.7B. This Was … Market↗Enterprise · Market
Harlem Capital
Harlem Capital Intern Yearbook: August 2026↗Market
White Star Capital
White Star Capital holds final close of $250m USD for Fund IV↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: When Genius Failed, Again↗Market
Tomasz Tunguz · Tomasz Tunguz
Spending Like a Hyperscaler↗AI · Infra · Market

Tuesday, 4 August 2026

5 pieces
Lolita Taub
😱 Deep-sea creatures, Claude for VCs, new funds drying up, crazy valuations, $1M funding opportunities, and more↗Market
Sammy Abdullah
Learnings from Benchmark’s Story↗Market
Carried Away
Some Assembly Required↗Market · AI
Lenny's Newsletter
What if you’re not supposed to have a long-term plan?↗Market
Antler
Applications for Antler Singapore Inception SG21 are now open↗Market

Monday, 3 August 2026

8 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 1 ↗Market
Insight Partners
How Guillaume Pousaz built Checkout.com into a globally scaling fintech↗Fintech · Market
Climate Tech VC
🌎 CTVC’s guide to New York Climate Week ‘26 #307↗Climate · Market
Saastr
I Was Wrong About Marketing ROI. Here’s What $100,000,000+ in Sponsorship Sales Taught Me.↗MarTech · Market
Abe Murray
AlleyCorp Deep Tech | July 2026 Newsletter↗Market · Defense · Robotics
Saastr
2026 Is The Biggest IPO Year In History. But Take Out SpaceX And Right Now It’s One of the Worst.↗Market · AI · Enterprise
Net Interest · Marc Rubinstein
Leopold’s Fall↗Banking · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Are Big AI Firms Cooking the Books?↗AI · Market

Sunday, 2 August 2026

8 pieces
Alex Lazarow · Alex Lazarow
The Power Law Comes For Venture Capitalists Too↗Market
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory Trade↗Semis · AI · Market
OpenVC.app
How to Protect Your Pitch Deck from Bad Investors↗Market
Hunter Walk
Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to…↗Market
Hunter Walk
Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to hate today’s capitalism; look for founders who play RTS games; and a Chrome extension which blocks slop ecom brands ++ [link blog]↗Market · AI · Consumer
Saastr
The AI Board Member: Should Yours Should “Chair” the Next Meeting? At Least Conceptually↗AI · Market
Lenny's Newsletter
This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)↗Marketplace · Market
Sajith Pai
Stanford, Storytelling, Billionaire Inflation, and Chinese VCs↗Market

Saturday, 1 August 2026

2 pieces
Lenny's Newsletter
🧠 Community Wisdom: Getting started with open source models, making a U.S. business trip worth it, preparing for a possible layoff, when marketing can’t keep up with product, and more↗Market
Kyle Harrison
A Global Weighing Machine↗Market

Thursday, 30 July 2026

1 pieces
A16Z Crypto
From corporation to crowd: How organizations evolved through time and technology ↗Crypto · Market

Wednesday, 22 July 2026

1 pieces
USV
Obliterate, Don’t Automate↗AI · Market

Friday, 3 July 2026

2 pieces
Fabrice Grinda
這是一篇測試文章↗Market
Fabrice Grinda
这是一篇测试文章↗Market

Tuesday, 23 June 2026

1 pieces
USV
Consumer Rebellion↗AI · Market

Thursday, 28 May 2026

1 pieces
USV
USV Analyst Program 2026↗Market

Tuesday, 12 May 2026

1 pieces
USV
USV Analyst Program 2026: Heads Up↗Market

Friday, 24 April 2026

1 pieces
Elizabeth Yin · Elizabeth Yin
The wide path: Why most current valuation dynamics are not here to stay (and what will)↗AI · Market

Tuesday, 14 April 2026

2 pieces
USV
Joining Union Square Ventures↗Market
USV
Welcoming Mike Mignano to the USV Partnership↗Market

Wednesday, 25 March 2026

1 pieces
USV
Meet the Agents at USV: Arthur, Ellie, Sally, and Friends↗Market · AI
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