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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

Wednesday, 9 September 2026

3 pieces
Melody Koh · Melody Koh, Partner @ NextView
The Third Layer↗AI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everywhere Millionaires↗Market
First Round Review
Firing Underperforming Employees (at Startups)↗HR · Market

Tuesday, 8 September 2026

13 pieces
Travis May
Lessons from Shaper’s Third Year↗Market
Newcomer · Eric Newcomer
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit↗Market
A Wealth of Common Sense · Ben Carlson
The End of a Golden Era For Investors↗Market
Harlem Capital
Our 27th Class: Meet Harlem Capital’s Fall 2026 Interns↗Market
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
Fika Ventures
The AINS Calculator (AI-Native Services)↗AI · Market
Sammy Abdullah
Strategic Investors Do NOT Matter↗Market
Climate Tech VC
🌎 Back to school #312↗Climate · Data · Market
Saastr
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us↗Market · Enterprise
David Teten
Update on Investors for a Better America: Strengthening our Capitalist Democracy↗Market
Michael Greeley
Another Great Add to the Flare Capital Team…↗Market
Menlo VC
Welcome Alex Kurland, Menlo’s Newest Partner↗Market
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with Mistral↗AI · Infra · Market

Monday, 7 September 2026

5 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor Day↗AI · Market
Battery Ventures
Battery Ventures Acquires Majority Stake in Germany’s Sustainability at Work Group, Lays Foundation for Continued Growth↗Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & Losers↗AI · Market
Deconstructor of Fun
Questions Istanbul Founders Stopped Asking↗Gaming · Market
A Wealth of Common Sense · Ben Carlson
It’s a Concentrated World↗Market

Sunday, 6 September 2026

2 pieces
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)↗Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.↗AI · Enterprise · Market

Saturday, 5 September 2026

3 pieces
Feld Thoughts · Brad Feld
The Real Luxuries In Life↗Market
Kyle Harrison
Dynasties Die In The Dark↗Market
Jared Heyman
On the YC S26 batch — Return of the Atoms↗Market

Friday, 4 September 2026

6 pieces
Earnest Sweat
The Weird Dot↗Market
Net Interest · Marc Rubinstein
Hot European Summer↗Banking · Market
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗AI · Market
Turner Novak
🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next Legacy↗Market
Saastr
Goodnight & Goodbye, SVB↗Banking · Market
makers + builders · Parul Singh
Goodnight “Inflection Points”↗Market

Thursday, 3 September 2026

4 pieces
Newcomer · Eric Newcomer
India Quotient Shows How the VC Power Law Can Make or Break a Fund↗Market
A Wealth of Common Sense · Ben Carlson
How to Invest When Your Portfolio Gets Bigger↗Market
Chamath Palihapitiya · Chamath Palihapitiya
I turn 50 today...↗Market
Euclid Ventures
Forward-Deployed Everything↗AI · Market

Wednesday, 2 September 2026

4 pieces
Radical VC
The Rise of NeoLabs↗AI · Market
Phin Barnes
AI gutting what you love about work? Me too.↗Market
Sammy Abdullah
Yahoo’s Mistakes↗Market
Earnest Sweat
Ringless↗Market
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