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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

Monday, 21 September 2026

7 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: Implications↗AI · Market
Antler
Attributes over experience↗Market
Radical VC
Introducing Radical Breakouts Fund↗Market · AI
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.↗Enterprise · Market
Deconstructor of Fun
From Zero Offers To Record Revenue↗Gaming · Market · Media
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Price is the Ultimate Factor↗Market
Stratechery
Frontier Overhangs↗AI · Market

Sunday, 20 September 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
The Biggest Risk to the Economy↗Market
Lenny's Newsletter
90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter Sellis↗Market
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To Research↗AI · Market

Saturday, 19 September 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Finding your first users before the product exists, debriefing your own interviews, what to optimize for in the early years of your career, and more↗Market
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516↗AI · Infra · Market
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

6 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, Indiana↗Industrials · Market
A Wealth of Common Sense · Ben Carlson
5% Bond Yields↗Banking · Market
Sammy Abdullah
Negotiating the Investment Banker Engagement Letter↗Banking · Market
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗AI · Infra · Market
A16Z
Charts of the Week: So Many Apps, So Little Time↗AI · Market
Brian Sugar
I Wish I'd Thought of That↗Market

Thursday, 17 September 2026

9 pieces
Earnest Sweat
Pull Up Your Calendar↗Market
Insight Partners
Helping founders achieve “exceptional”↗Market
Phin Barnes
Budding vs. splitting: A better model for growing an engineering org ↗Market
Pear
Now accepting applications: Pear Prime 2027↗Market
Sammy Abdullah
An Investment Banker’s Advice on M&A from his Book↗Market
Turner Novak
🎧🍌 Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter One↗Market
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop↗Enterprise · Market
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPO↗AI · Infra · Market
Antler
Pre-Seed funding in Australia dries up at the end of the year, here’s how to plan for it↗Market

Wednesday, 16 September 2026

5 pieces
Ted Wang
Executive Presence, Reconsidered↗Market · HR
Alex Lazarow · Alex Lazarow
Five Things Bill Draper Taught Me↗Market
Phin Barnes
TheGP’s Guide to Building an Early-Stage Compensation Philosophy↗Market · HR
Jared Heyman
On how to invest in venture↗Market
Saastr
We Mentioned Replit in 214 Articles Last Year. For Free. Most Vendors Have No Plan For Customers Like That↗Market · MarTech

Tuesday, 15 September 2026

6 pieces
White Star Capital
White Star Capital is hiring an Associate in Montreal↗Market
Lolita Taub
🎉 Special Edition: It's here: What Actually Matters is out today!↗Market
USV
Product in the Agentic Age↗Market · AI
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?↗Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AI↗Enterprise · AI · Market
Carried Away
Alpha Lives Upstream↗Market
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