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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, 1 October 2026

40 pieces
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital Summit↗Climate · Infra · Industrials
yCombinator
Vivian Midha Shen and Raphael Schaad Join YC as General Partners↗Market
Lightspeed Venture Partners Blog
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents↗AI · Enterprise
Earnest Sweat
Blue Cars↗Market
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗Semis · Infra
Jamesin · Jamesin Seidel
Poker.↗Market
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
A16Z
Investing in doxxnet↗AI · Security
Guru Chahal
What Role Will Frontier Models Play in Robotics?↗Robotics · AI
Greylock News
Introducing Parallax: The AI Energy Company↗Climate · Infra
Sammy Abdullah
Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY↗Enterprise · AI
The Micromobility Newsletter · Team M
NYC Proposes 23 New E-Bike Bills↗Mobility · Gov
Brian Sugar
Who Understand↗Market
A Wealth of Common Sense · Ben Carlson
Where is the Stock Market Volatility?↗Banking
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
The Sociology of Business · Ana Andjelic
Revenge of analog↗Travel
Saastr
You’ll Know if That New VP is Going to Fail at the First Board Meeting. Here Are The Clear Tells.↗Market
A16Z
Investing in Armadin↗Security · AI
Glasswing VC
AI Atlas: The Need to Understand the Next Step↗Infra · Robotics · Industrials
Mountside Ventures
Stasher raises £3m to scale the global network changing how travellers store their luggage↗Travel · Marketplace
Fintech Ruminations
The inevitability of local stablecoins↗Crypto · Fintech
Peter G Schmidt · Peter G Schmidt
Episode 6: Cummins, Inc.↗Industrials · Climate
Ashley Brasier · Ashley Brasier
The Unpublished Past: Why AI Companies Should Help Bring Archives Online↗AI · Data
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security
Wing VC · Chris Zeoli
Cheap Money Is the New Moat in AI Infrastructure↗Infra · Market
Wing VC · Tanay Jaipuria
Investing in Dream Labs: Building general robot intelligence↗Robotics · Infra
Energize Capital
Celebrating DroneDeploy's Next Chapter↗Robotics · Built World · Climate
Energize Capital
Why We Invested in Emerald AI↗Climate · Infra
General Catalyst
Our Investment in Pallet↗Supply Chain · AI
General Catalyst
AI Infra Obsessed With the Developer Experience↗Infra · DevTools
Redpoint Ventures
Market Update: Exits & Liquidity↗Market
Redpoint Ventures
Redpoint's AI Investors Break Down What Separates Enduring AI Companies from the Hype↗AI · Infra · Enterprise
Bain Capital Ventures
Video: Crosby Is Building the Agentic Law Firm of the Future↗Legal · AI
Bain Capital Ventures
Why Autodesk and MaintainX Belong Together↗Industrials · Enterprise
Bain Capital Ventures
Enterprise AI Adoption: From Pilots to Real Business Value↗AI · Enterprise
Bain Capital Ventures
The Hard Truth About Enterprise AI Adoption↗AI · Enterprise
SignalFire
Unlocking the 'Aha' Moment: Developer Relations for Startups↗DevTools · Enterprise · Market
SignalFire
Build or Buy? Navigating the New Era of GTM AI Agents↗AI · Enterprise · MarTech
Wing VC · Tanay Jaipuria
Investing in Ultra: Getting Robots to Work↗Robotics · Supply Chain
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