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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

Sunday, 27 September 2026

5 pieces
A Wealth of Common Sense · Ben Carlson
Strange Times↗Market
Saastr
The Irreplaceables. The Employees to Never Let Go. Even If You Have to Invent a Role.↗HR · Market
Alex Lazarow · Alex Lazarow
What we are backing in health↗Health · Market
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?↗AI · Market
Earnest Sweat
Commit Early, Commit Often↗Market

Saturday, 26 September 2026

2 pieces
Kyle Harrison
Sailing Tailwinds↗Defense · Market · AI
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026↗Market

Friday, 25 September 2026

7 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are Losers↗Market
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr↗AI · Market
A16Z
How Silicon Valley Knows Its People↗Market
Antler
What Your Portfolio Thinks About Disruption ↗Market · AI
Alex Oppenheimer
What’s Next?↗Market · Enterprise
Antler
The Problem With Putting AI in a Box ↗AI · Market
Antler
Every Founder Study Starts at the End ↗Market

Thursday, 24 September 2026

7 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of Charts↗Market
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?↗Market · AI
Antler
The solo signal↗Market · AI
David Talpalar
Interest Rates Actually Matter in Venture, Too↗Market · Infra · AI
Earnest Sweat
Assigned But Not Read↗Market

Wednesday, 23 September 2026

9 pieces
Nikunj Kothari
The Amplification Gap↗AI · Market
NextView VC
Alpha Lives Upstream↗Market · AI
Lightspeed Venture Partners Blog
Callum King↗Market
Lightspeed Venture Partners Blog
Sasha King↗Market
A16Z
Introducing the a16z Ops Engineering Fellowship↗AI · Market
A16Z
Should We Send Our Kids to HAA?↗Edu · Market
Not Boring · Packy McCormick
Would We Send Our Kids to HAA?↗Edu · Market
Earnest Sweat
The Souls of Seed Folk↗Market
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the Middle↗AI · Infra · Market

Tuesday, 22 September 2026

10 pieces
Earnest Sweat
The Essay Test↗Market
USV
Joining USV↗Market
USV
Joining USV↗Market
Newcomer · Eric Newcomer
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists↗Market
Erik Torenberg
Introducing Horowitz Andreessen Academy↗Edu · Market
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market
A16Z
Incubating The Horowitz Andreessen Academy↗Edu · Market
Jess Schram
The Durable Majority↗Market · AI
A16Z
Introducing the Horowitz Andreessen Academy↗Edu · Market
BIG by Matt Stoller · Matt Stoller
Happy Oligarch Day as Trump-Aligned Billionaires Take Over Hollywood↗Media · Market
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