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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, 21 October 2026

2 pieces
Alumni Ventures · Alumni Ventures
Castor Ventures Portfolio Highlights↗Market
Sequoia
Partnering with Whop↗Market

Tuesday, 20 October 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
Tech People Don’t Know What’s Going to Happen Either↗AI · Market
Euclid Ventures
You Can’t Vibe-Code a Network↗Enterprise · Market
Amplify Partners
Welcoming Madelyn Heart to Amplify Bio↗Market

Monday, 19 October 2026

11 pieces
Supercruise
Record Dollars, Rare Exits↗Market · Enterprise
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market
Saastr
5 Interesting Learnings From Anthropic’s Data on Its Own Workforce: Junior Technical Hiring Down From 27% to 9%, Agents Working 6x the Hours of Humans, and Agents Waiting on a Human 80% of the Time↗AI · Market
David Cahn
The Market’s AI Faith Test↗AI · Market
The Sociology of Business · Ana Andjelic
K-shaped culture↗Market
Saastr
The Top 10 Mistakes I See In The CRO / VP of Sales Hiring Process↗Market · Enterprise
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Case for Value and Momentum↗Market
Akash Bajwa
The Founder Hiring Playbook↗Market · AI
A Wealth of Common Sense · Ben Carlson
15 Year Stock Market Returns↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Goodbye AI Bubble, Hello Real Economy↗AI · Market
Amplify Partners · Sunil Dhaliwal
Welcoming Madelyn Heart to Amplify Bio↗Market · Bio · AI

Sunday, 18 October 2026

1 pieces
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore↗Market · Enterprise · AI

Saturday, 17 October 2026

4 pieces
Abraham Thomas
The Efficient Venture Markets Hypothesis↗Market · AI
Kyle Harrison
Making Stuff Up 2.0↗AI · Market
Lenny's Newsletter
🧠 Community Wisdom: PRDs for agents, tracking competitor messaging, whether software moats still exist, exercising startup options when you leave, and more↗AI · Market
Deconstructor of Fun
What Makes Turkish Founders Excel Is What Holds the Ecosystem Back↗Gaming · Market

Friday, 16 October 2026

6 pieces
Stratechery
Home At Last↗Market
99% Derisible · Yoni Rechtman
Venture’s chivalric myths↗Market
Feld Thoughts · Brad Feld
Zero Knowledge: 116 Chapters In↗Media · Market
Earnest Sweat
You're Not Ready↗Market
Sammy Abdullah
Cold Emailing VC↗Market
Erik de Stefanis · Erik de Stefanis
AI, Owning the OpCo, Who will capture the value?↗AI · Enterprise · Market

Thursday, 15 October 2026

7 pieces
A Wealth of Common Sense · Ben Carlson
Hedging the AI Trade↗Market
Guru Chahal
Anthropic Then and Now: Revisiting My Interview with Daniela Amodei↗AI · Market
Simran Suri · Simran Suri
Call Your Own Plays↗Market · Consumer
Saastr
Meta Ships Muse Wonder, Jev Raises $870M 24 Days After Launch, and Anthropic Cuts Haiku 90%: The Top Takeaways From This Week’s 20VC x SaaStr↗AI · Market
Casey Accidental
How PM Work Is Changing in the AI Era ↗Market · AI
Saastr
5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days↗Enterprise · Market
The Micromobility Newsletter · Team M
Speakers, Partners and an After Party: Micromobility America 2026 Is Taking Shape🎙️↗Mobility · Market

Wednesday, 14 October 2026

6 pieces
Newcomer · Eric Newcomer
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗Market · AI
Lightspeed Venture Partners Blog
Keith Dallara↗Market
Lightspeed Venture Partners Blog
Emily Barron↗Market
First Round Review
Permission to Think For Yourself: Inside the Thiel Fellowship’s Early Years↗Market · Edu
Sammy Abdullah
SaaS Solution Selling Done Right↗Enterprise · Market
Abe Murray
Get Your Tickets to DTNY 2027!↗Market
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