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TUE 27 OCT 2026 · 159 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 & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 31 March 2026

30 pieces
Fabrice Grinda
Midas Raises $50M Series A to Launch Instant Liquidity Layer for Onchain Investment Products
A Wealth of Common Sense · Ben Carlson
Barriers to Entry
Janelle Teng
Saronic Technologies: Redefining maritime superiority
Meritech
Investing in depthfirst
Annelies Gamble
How Agents Will Reshape Markets
Annelies Gamble
How Agents Will Reshape Markets
A16Z
IT: The 6T Industry that Silicon Valley Hardly Ever Thinks About
A16Z
Investing in Treeline
Net Interest · Marc Rubinstein
NEW POD! The Race to Secure a Bank Charter with Adam Shapiro of Klaros Group
Insight Partners
Linx Security Raises $50M Series B as Identity Becomes Security’s Biggest Failure Point
Sequoia
From Hierarchy to Intelligence
Newcomer · Eric Newcomer
Mintlify, Serval, ElevenLabs & Anthropic Top Enterprise Tech 30 VC Survey
Meritech
Introducing the AI Ecosystem Index in Meritech Analytics
Collin Wallace
I Can Now Do Infinite Things. That's the Problem.
Deconstructor of Fun
How Wellness App Finch Uses Gamified Widgets to Drive Retention
QED
Everybody loves founders
Saastr
Our AI VP of Marketing “10K” Said To Drop Prices. Our 10+ Years of Data Said Otherwise. Our AI VP Marketing Was Right.
Jared Hecht
Storytelling
Deconstructor of Fun
The Making of Match 3D
Scott Hartley
Maro of the Minds: Kenzie Butera Davis with Jenny Fielding
Lenny's Newsletter
OpenClaw: The complete guide to building, training, and living with your personal AI agent
Ben Yoskovitz
They Tried to Kill Product Managers. Now Everyone Needs to Be One.
Collaborative Fund
WHOOP
Stratechery
Apple's 50 Years of Integration
Heartcore
🌍 Heartcore Insights
Antler
The Physical AI Inflection Point
Alfred Lin
Beware of Simple Narratives
Peter G Schmidt · Peter G Schmidt
Episode 2: TQL - Just Win, Baby
Sequoia
From Hierarchy to Intelligence
Tomasz Tunguz · Tomasz Tunguz
Marketing in the Agentic Era

Monday, 30 March 2026

10 pieces
Jared Hecht
Things I Like
Tanay Jaipuria · Tanay Jaipuria
AI Applications and Vertical Integration
Crucible Capital
Capital Markets Maximalism
Michael Greeley
Flare Capital Expands the Team, Again…
Newcomer · Eric Newcomer
Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030
Sierra Ventures
The Conviction Behind Cimulate’s Journey to Salesforce
Minutes
A Subpoena for The Devil
Janelle Teng
AI Infrastructure Roadmap: Five frontiers for 2026
Apoorv's notes
The State of Consumer AI. Part 3: Time is Money
Apoorv's notes
The State of Consumer AI. Part 3: Time is Money
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