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SUN 25 OCT 2026 · 146 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

Friday, 2 October 2026

4 pieces
Erik Torenberg
Introducing Cosign↗Market
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #213↗Market

Thursday, 1 October 2026

14 pieces
Newcomer · Eric Newcomer
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers↗Market
yCombinator
Vivian Midha Shen and Raphael Schaad Join YC as General Partners↗Market
Earnest Sweat
Blue Cars↗Market
Jamesin · Jamesin Seidel
Poker.↗Market
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
Brian Sugar
Who Understand↗Market
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
Saastr
You’ll Know if That New VP is Going to Fail at the First Board Meeting. Here Are The Clear Tells.↗Market
Wing VC · Chris Zeoli
Cheap Money Is the New Moat in AI Infrastructure↗Infra · Market
Redpoint Ventures
Market Update: Exits & Liquidity↗Market
SignalFire
Unlocking the 'Aha' Moment: Developer Relations for Startups↗DevTools · Enterprise · Market
NFX
1,000 Simultaneous Experiments: The Next Mental State for Founders↗AI · Market
Paul Graham · Paul Graham
Making Startups Powerful↗Market

Wednesday, 30 September 2026

3 pieces
Carried Away
VC Grip Strength↗Market · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Will Higher Rates Kill the Stock Market↗Market
Harlem Capital
Accountants Who Know AI: Why We Backed MAVI↗HR · Market

Tuesday, 29 September 2026

9 pieces
Supercruise
We’ve Seen This Movie Before. We Know How It Ends.↗AI · Market
Equal Ventures
Announcing Garrett Koehn as our Newest Venture Partner↗Market
Euclid Ventures
SaaSpocalypse Now What?↗Enterprise · Market
Better Tomorrow Ventures
What We're Thinking About (Excerpt from BTV LP Update)↗Market · AI
Lenny's Newsletter
All of the Lenny & Friends Summit talks are now online!↗Market
Josh Elman
51↗Market · AI
Saastr
The Best AI + B2B Events to Sponsor in 2027: Where the Buyers Are↗AI · MarTech · Market
Dhruv Sane
How much capital should a startup raise?↗Market
Sequoia
Listen Labs and Salesforce: Hear Your Customers↗Market

Monday, 28 September 2026

9 pieces
Nikunj Kothari
Deployment Gap↗Robotics · Industrials · Market
Continuations · Albert Wenger
Philosophy Mondays: Reflection and Application↗Market
Climate Tech VC
🌏 Overheard at NYCW '26 #315↗Climate · Infra · Market
Sammy Abdullah
SaaS Companies Achieved Rule of 18 in Q2 2026↗Enterprise · Market
Alex Lazarow · Alex Lazarow
What We Are Backing In Health↗Health · Market
A16Z
OpenAI Understands Something Important and Rare↗AI · Market
Deconstructor of Fun
Zynga Founder Mark Pincus: Why Your Favourite Ideas Are Almost Always Wrong↗Gaming · Market
Michael Greeley
Guten Tag, Germany – Alles Gut…↗Market · Climate · Defense
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Paramount-WB Isn't Just a Loss, It's a Prelude↗Media · Market

Sunday, 27 September 2026

1 pieces
Antler
The Path to Series A in Germany↗Market
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