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SUN 25 OCT 2026 · 145 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

2 pieces
NFX
1,000 Simultaneous Experiments: The Next Mental State for Founders↗AI · Market
Paul Graham · Paul Graham
Making Startups Powerful↗Market

Wednesday, 30 September 2026

14 pieces
Newcomer · Eric Newcomer
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗AI · Fintech · Banking
Saanya Ojha
OpenAI Dev Day: Dots, Decisions, Distribution↗AI · Enterprise · DevTools
Sierra Ventures
21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to Agents↗AI · Enterprise
Lenny's Newsletter
OpenAI Dev Day 2026: The releases that actually matter↗AI · DevTools
Sammy Abdullah
Q2 SaaS Operating Margins Hold Steady at -4%↗Enterprise
Saastr
“This Is a Pretty Fancy Dinner. That Probably Means I’m Overpaying.” A Dreamforce Lesson From a Top 5 Customer↗Enterprise · AI
Insight Partners
Behind the investment: Metaview↗HR
Carried Away
VC Grip Strength↗Market · AI
Lenny's Newsletter
Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John Lindquist↗DevTools · AI
A16Z
State of Markets II↗AI · Semis · Industrials
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Will Higher Rates Kill the Stock Market↗Market
Harlem Capital
Accountants Who Know AI: Why We Backed MAVI↗HR · Market
Melody Koh · Melody Koh, Partner @ NextView
Persistent Without Judgment↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
The Fastest Growing Market in Tech isn't AI↗Crypto · Banking · Data

Tuesday, 29 September 2026

24 pieces
Tanay Jaipuria · Tanay Jaipuria
Agentic Commerce and Incentives↗Retail · Marketplace · AI
Pear
Listen Labs is joining Salesforce: Why we believed in the human insights layer↗Enterprise · AI
Joe Lonsdale
Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"↗Climate · Industrials · Gov
Emergence Capital
Five frontier launches and one unanswered question↗AI · Infra
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
Lerer Hippeau
Please welcome Brodie Sports Group, the largest recreational basketball league in North America↗Consumer · Marketplace
A16Z
Who Gets Paid When AI Does the Shopping?↗AI · Marketplace · Retail
Annelies Gamble
Closing the Loop Between AI Design and the Wet Lab↗Bio · AI
My Climate Journey · Jason Jacobs
The Power We Need Already Exists. It's Just Going to Waste.↗Climate · Infra
Madrona Ventures
A Reasoning Flywheel for the Physical Economy: Why We Invested in Atomic↗Supply Chain · Industrials
Supercruise
We’ve Seen This Movie Before. We Know How It Ends.↗AI · Market
Steven Sinofsky
243. Government(s) Controlling AI Sounds Safer, But…↗AI · Gov
Saanya Ojha
Meta Gets Down to Business↗AI · Enterprise
Kojo Osei
Not all inference is text generation↗AI · Infra
A Wealth of Common Sense · Ben Carlson
A Brutal Bond Market↗Banking
Sammy Abdullah
SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026↗Enterprise
Equal Ventures
Announcing Garrett Koehn as our Newest Venture Partner↗Market
Euclid Ventures
SaaSpocalypse Now What?↗Enterprise · Market
Meritech
Meritech Software Pulse | 25-September-2026↗Enterprise · Infra
Saastr
What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 Days↗Semis · MarTech · AI
The Sociology of Business · Ana Andjelic
Market to the Middle↗MarTech
Better Tomorrow Ventures
What We're Thinking About (Excerpt from BTV LP Update)↗Market · AI
Lenny's Newsletter
All of the Lenny & Friends Summit talks are now online!↗Market
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