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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

Tuesday, 6 October 2026

11 pieces
Craft Ventures
Our Partnership with Noetive: Building the Intelligence of Record for the Physical Economy↗AI · Industrials
Sequoia
Access Granted↗Enterprise · AI
Foundation Capital · Zach Noorani
Bad-acting agents: Fighting fraud on a new frontier↗AI · Security · Fintech
Founder Collective · Founder Collective
Book Recs from Boston's Best Builders: The 2026 Collective Future Library↗Market
Gradient Ventures
Zeroset: Modeling the Enterprise for Long-Horizon Agents↗Infra · Enterprise
SignalFire
150 agents, 20B tokens a day. Here's how modern CTOs actually run AI agents at scale↗DevTools · AI · Enterprise
General Catalyst
The Robotics Company Creating Safer Jobs↗Robotics · Defense · Climate
Bessemer Venture Partners
Launching AI products that win: Legora↗Legal · Market
Bessemer Venture Partners
Meet the founders of Ampersand: Ayan Barua and Lauren Long↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
How to Automate Inbound↗Enterprise · MarTech
Multicoin Capital
Welcoming Mason Nystrom↗Crypto · Market

Monday, 5 October 2026

28 pieces
Nikunj Kothari
More warm bodies↗Market · AI
Tanay Jaipuria · Tanay Jaipuria
How Personal Agents Get Paid↗AI · Marketplace · Edu
Minutes
Asset Light Software↗Enterprise · AI · Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook – October 2026↗Market
Feld Thoughts · Brad Feld
Founded Colorado↗Market · Gov
Radical VC
AMD Acquires World Labs↗AI · Semis · Market
Felicis Ventures · Peter Deng, Tobi Coker
Search In the Age of Agents↗Infra · DevTools
Saanya Ojha
Claude Goes to Church↗AI
Deconstructor of Fun
Why Great Hires Fail at Startups.↗Market · HR
Climate Tech VC
🌎 Fervo flips the switch #316↗Climate
Lenny's Newsletter
🎙️ How I AI: 8 real Jev use cases + How OpenAI uses ChatGPT Sites (live at DevDay!) + Claire’s DevDay recap↗AI · DevTools
Sammy Abdullah
Q2 2026 SaaS Gross Profit Margin Holds at 77%↗Enterprise
Saastr
You’ll Probably End Up With 40% Of Your Revenue from “International.” Invest Earlier There.↗Enterprise · Market
A16Z
Top 100 Consumer AI Apps - Seventh Edition ↗AI · Consumer
The Sociology of Business · Ana Andjelic
Merch Guide is out. Here’s who gets it right↗Media · MarTech · Consumer
The Micromobility Newsletter · Team M
NYC Upgrades Bike Access as Cycling Surges 112% 📈↗Mobility
Menlo VC
Menlo’s Investment in Factory: The System That Builds Software↗AI · DevTools · Enterprise
Lenny's Newsletter
How OpenAI uses ChatGPT Sites (live at DevDay!) | Kath Korevec (Product Lead)↗AI · DevTools
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate↗Built World
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer
Stratechery
Apple and a Hacker’s Future↗AI · DevTools
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: How Seed and Pesticide Makers Act Like the Mafia↗AgFood · Industrials
Founder Collective · Micah Rosenbloom
"Is AI a Bubble or Not?" Is the Wrong Question↗AI · Market
Sapphire Ventures · Anders Ranum, Jai Das, Adam Liu, Jasmine Yang
The Real-Time Inference Layer Powering World Models: Why We're Thrilled to Back Reactor↗Infra · Robotics
Bessemer Venture Partners
Nominations are open for the inaugural AI 100↗Market
Tomasz Tunguz · Tomasz Tunguz
Inference Is the Most Important Market in Software↗Infra · Enterprise

Sunday, 4 October 2026

1 pieces
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech
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