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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

Thursday, 8 October 2026

6 pieces
Phin Barnes
The Executive Search Operating System↗HR · Market
USV
The Next Chapter of USV↗AI · Infra · Market
David Talpalar
Every Company Must Be in Build Mode. Always.↗Market · AI
Nathan Benaich · Nathan Benaich
The State of AI Report 2026↗AI · Infra · Market
Brian Sugar
Lobsters: Lisa Turns 50↗Market
Lightspeed Venture Partners
Lightspeed India Monthly Round-Up: September↗Market

Wednesday, 7 October 2026

7 pieces
Lateral Thinking · Marco Demeireles
Undercovered↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Euclid Ventures
AI Is Making Sales More Human↗MarTech · Market
NextView VC
The Three Paths for Seed Investors↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Sudden Wealth Syndrome↗Market
Coatue
Public Markets Update Deck↗Market

Tuesday, 6 October 2026

6 pieces
A Wealth of Common Sense · Ben Carlson
The Rich Are Getting Richer. So Is Everyone Else↗Market
Lolita Taub
😈 Trolling, physical AI, energy, top 20 angels, solo founders, $1.3M+ funding opportunities, and more↗Market
Euclid Ventures
False Profits↗Market · AI
Founder Collective · Founder Collective
Book Recs from Boston's Best Builders: The 2026 Collective Future Library↗Market
Bessemer Venture Partners
Launching AI products that win: Legora↗Legal · Market
Multicoin Capital
Welcoming Mason Nystrom↗Crypto · Market

Monday, 5 October 2026

11 pieces
Nikunj Kothari
More warm bodies↗Market · AI
Minutes
Asset Light Software↗Enterprise · AI · Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook – October 2026↗Market
Feld Thoughts · Brad Feld
Founded Colorado↗Market · Gov
Radical VC
AMD Acquires World Labs↗AI · Semis · Market
Deconstructor of Fun
Why Great Hires Fail at Startups.↗Market · HR
Saastr
You’ll Probably End Up With 40% Of Your Revenue from “International.” Invest Earlier There.↗Enterprise · Market
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
Founder Collective · Micah Rosenbloom
"Is AI a Bubble or Not?" Is the Wrong Question↗AI · Market
Bessemer Venture Partners
Nominations are open for the inaugural AI 100↗Market

Sunday, 4 October 2026

1 pieces
Investing in AI · Rob May
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments↗AI · Market

Saturday, 3 October 2026

4 pieces
Feld Thoughts · Brad Feld
New Zealand, Colorado, and a Lunch in Boulder↗Market
Lenny's Newsletter
🧠 Community Wisdom: Getting value from personal AI agents without handing over your inbox, the ego threat of going from IC to manager, uncommon perks to negotiate for, and more↗Market
Kyle Harrison
The Virtue of an Artificial Intelligence↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market

Friday, 2 October 2026

5 pieces
Earnest Sweat
The Steal↗Market
Entrepreneur First
Portfolio News | September 2026↗Market
A Wealth of Common Sense · Ben Carlson
Why is Consumer Sentiment so Low?↗Market
Teddy Blank · Teddy Blank
Cluster Luck↗Market
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market
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