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SUN 25 OCT 2026 · 146 new pieces this week

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Select picks in the past month
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

Tuesday, 15 September 2026

2 pieces
Lenny's Newsletter
60+ new creative growth ideas↗MarTech · Market
Investing in AI · Rob May
Investing in AI The Book, Is Live. Here Is Your Free Copy↗Market

Monday, 14 September 2026

7 pieces
USV
Sticking Around @ USV↗Market
USV
Sticking Around @ USV↗Market
Sammy Abdullah
Startup Knowledge from the Internet Pioneers↗Market
Lightspeed Venture Partners Blog
Karren Yang↗Market
A16Z
Product Management is Still All About Telling Stories↗AI · Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Aren’t There More IPOs?↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO Already↗AI · Market

Sunday, 13 September 2026

3 pieces
Michael Greeley
Post Office: Handle with Care…↗Gov · Market
Hunter Walk
AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”↗AI · Market
Kyle Harrison
How I Write↗Market

Saturday, 12 September 2026

3 pieces
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market
Venture Prose
Two pilots in a plane↗Market

Friday, 11 September 2026

10 pieces
Chamath Palihapitiya · Chamath Palihapitiya
We’ve moved.↗Market
A Wealth of Common Sense · Ben Carlson
Millionaires Everywhere↗Market
Crucible Capital
The Era of Compounding Capital↗Market
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Be dumb. Waste Money. Win.↗Market
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?↗AI · Market
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical↗Market · Enterprise
A16Z
Catching the (Venture) Bus↗Market · AI
Ian's Blog: Nominal Returns · Ian Gutterman
My September 11th Experience↗Insurance · Market
Peter G Schmidt · Peter G Schmidt
Who Should You Pay Attention To? ↗Market · Retail

Thursday, 10 September 2026

9 pieces
Nikunj Kothari
Divorced from reality↗AI · Market
Equal Ventures
Weapons of Mass (Capital) Deployment ↗Market · Climate
A Wealth of Common Sense · Ben Carlson
A Short History of Trend-Following and Momentum↗Market
Newcomer · Eric Newcomer
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures↗Market
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Jared Heyman
On why to ignore TechCrunch at YC Demo Day↗Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook: September 2026↗Market
Not Boring · Packy McCormick
An Ode to Counter-Positioning↗AI · Market
Earnest Sweat
The Unmarked Run↗Market

Wednesday, 9 September 2026

6 pieces
Antler
European Founder Report 2026: A Tale of Two Tiers↗Market · AI
NextView VC
The Third Layer↗AI · Market
Fabrice Grinda
Population Decline Is Real. So Is the Reversal.↗Market
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”↗Market · AI
Venture Unlocked · Samir Kaji
Wins Above Replacement: The New Way to Judge Founders↗Market
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