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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

Thursday, 8 October 2026

9 pieces
Amir Kabir
Edition 66 | 2026 — Autonomy Needs a Safety Case↗AI · Defense · Robotics
BIG by Matt Stoller · Matt Stoller
Paramount Stock CRUSHED After Merger with Warner Discovery Closes↗Media
Brian Sugar
Lobsters: Lisa Turns 50↗Market
Alumni Ventures
AI Is Getting a Body: Five things investors need to understand about robotics in 2026↗Robotics · AI
Sequoia
Partnering with Catalyst: Turning Ideas into Trades↗Fintech · AI
Foundation Capital · Joanne Chen, Jaya Gupta
Insurance's $2T AI opportunity | Arjun Mangla, Co-founder and CEO Fulcrum↗Insurance · AI
Lightspeed Venture Partners
Lightspeed India Monthly Round-Up: September↗Market
General Catalyst
Building the Future of Quantum↗Infra · Semis
Multicoin Capital
Compute Capital Markets ↗Infra · Crypto

Wednesday, 7 October 2026

18 pieces
Saanya Ojha
OpenAI Did the Math↗AI · Data
A16Z
Investing in Preference Model↗Infra · AI
Insight Partners
Behind the Investment: Stuut Technologies↗Enterprise · AI
Lateral Thinking · Marco Demeireles
Undercovered↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Euclid Ventures
AI Is Making Sales More Human↗MarTech · Market
NextView VC
The Three Paths for Seed Investors↗Market
Saastr
We Run Monaco, Agentforce and Artisan for Outbound. Why We Still Also Built Our Own “AI ABM” Tool for Our Top Accounts↗MarTech · AI
A16Z
Why Texas Is Making Data Centers Wait↗Climate · Infra · Industrials
Sammy Abdullah
Q2 2026 S&M Spend at SaaS Companies was 35% of Revenue↗Enterprise
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Sudden Wealth Syndrome↗Market
Alumni Ventures
The Oncology Advantage: Why AI Could Change the Investment Math↗Bio · AI
Sequoia
Partnering with Mecka: Bringing AI to the Physical World↗Infra · Robotics
Energize Capital
Celebrating Smartcar's Next Chapter↗Climate · Mobility
Coatue
Public Markets Update Deck↗Market
Energize Capital
Celebrating Smartcar's Next Chapter↗Climate · Mobility
Tomasz Tunguz · Tomasz Tunguz
A Change in AI Strategy↗AI · Infra

Tuesday, 6 October 2026

13 pieces
A Wealth of Common Sense · Ben Carlson
The Rich Are Getting Richer. So Is Everyone Else↗Market
Saanya Ojha
Anthropic’s Road to IPO↗Infra · AI
Nkechi Iregbulem
Why you should join Furientis↗Defense
Lolita Taub
😈 Trolling, physical AI, energy, top 20 angels, solo founders, $1.3M+ funding opportunities, and more↗Market
Newcomer · Eric Newcomer
9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More↗Fintech · AI
My Climate Journey · Jason Jacobs
You Can’t Solve Climate Change Without a Resilient Grid↗Climate · AI
Euclid Ventures
False Profits↗Market · AI
A16Z
Investing in General Medicine↗Health
Annelies Gamble
Why AI Capability Isn't Always Translating to Value in Industrials↗Industrials · AI
Sammy Abdullah
SaaS R&D as a Percent of Revenue Held Steady at 24% in Q2 2026↗Enterprise
Saastr
How Much of Your Customer Support Can AI Really Resolve? The Best Get About 70%. The Median Is 48%. Here’s the Real Data From 13 Vendors↗Enterprise · AI
White Star Capital
Cash that never sleeps: why we invested in Spiko↗Fintech · Banking · Crypto
Madrona Ventures
In AI We Believe, But in Physics We Trust: Our Investment in Vinci↗Infra · Semis · DevTools
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