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

Saturday, 28 March 2026

8 pieces
Saastr
10 Things To. Know Before Rolling Out Your First AI SDR
Stage 2
Outbound Isn’t Dead—It’s Just Different
Stage 2
Outbound Isn’t Dead—It’s Just Different
Ed Sim
What’s 🔥 in Enterprise IT/VC #491
Ed Sim
What’s 🔥 in Enterprise IT/VC #491
Ed Sim
What’s 🔥 in Enterprise IT/VC #491
Saastr
What the Co-Founder and CTO of FAL Learned Building an AI-Native Business From Scratch
Saastr
Dear SaaStr: Buyers Keep Pushing for Shorter Contracts. Should I Give In?

Friday, 27 March 2026

26 pieces
A Wealth of Common Sense · Ben Carlson
How to Own The Best Stocks
Earnest Sweat
The Wrong Kind of Urgency
Janelle Teng
Physical AI: Why now and what’s different?
Feld Thoughts · Brad Feld
Nothing New to See Here
Saanya Ojha
The Department of No Meets the Age of Yes
Net Interest · Marc Rubinstein
Revolut Unbound
Glenn Borok
Blue Collar Builders Are About to Win
Lowercarbon
Why You Should Read the Cold Emails
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
When AI Goes On The Offense
Memory Leak
Memory Leak — #45
Joe Lonsdale
Ep 147: Scott Wu & Russell Kaplan on the New Era of Software Abundance
Kojo Osei
Semantic git
Newcomer · Eric Newcomer
Silicon Valley Learns to Love the Government — at Least When it’s Friendly
Sammy Abdullah
33 SaaS Earnings Calls that show the real impact of AI on SaaS
A16Z
The Energy Situation, Explained for Tech People
Ian's Blog: Nominal Returns · Ian Gutterman
Should Baseball Allow Players To Bet On Games?
Saastr
The Danger Zone and Dead Zone of B2B Growth
Clouded Judgement · Jamin Ball
Clouded Judgement 3.26.26 - Per Token Pricing
Not Boring · Packy McCormick
Weekly Dose of Optimism #186
Saastr
How to Build a Highly Efficient SMB Sales Machine With AI and Automation (7.2x Bookings-to-Comp) with Mangomint’s VP Sales
Saastr
Dear SaaStr: Growth Has Slowed for 2 Years Now. What Can I Do To Reignite It?
Deconstructor of Fun
The UA System the Platforms Can't Build for You
Sierra Ventures
Signals From 100+ First-Check GPs and LPs on What Gets Funded Today
Antler
The Ten Gates
Antler
Why building a startup with AI feels like "Easy Mode" for entry, but can be "Nightmare Mode" right after
Antler
Software Was Never About the Code

Thursday, 26 March 2026

6 pieces
Saastr
20VC x SaaStr This Week: Anthropic Is Eating OpenAI’s Enterprise Lunch, Figma’s Real Problem Isn’t Stitch, and the Unicorn Math Nobody Wants to Talk About
Dash Media
Ep. 58 · Daniel Diermeier | Ed on the Edge
Acrew Capital
Lauren Kolodny named to Barron's 2026 list of the 100 Most Influential Women in U.S. Finance
Making Connections by Jax · Jax Vullinghs
Product Demo: Gabe's Creative Intelligence Platform MKULTRA
Saanya Ojha
The Algorithm Is on Trial
Feld Thoughts · Brad Feld
Opt-Out Is Not Consent
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