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SUN 25 OCT 2026 · 144 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

Sunday, 27 September 2026

5 pieces
Alex Lazarow · Alex Lazarow
Why We Invested in Prosper↗Health
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?↗AI · Market
Lenny's Newsletter
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham↗AI · HR
Saastr
SaaStr AI App of the Week: Larridin. The Median Engineer Now Bills $213 a Week in AI Coding Tokens. Larridin Tells You What It Bought.↗Enterprise · DevTools
Earnest Sweat
Commit Early, Commit Often↗Market

Saturday, 26 September 2026

6 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI doomerism, speeding up discovery in a big org, verifying engineering answers as a new PM, where analytics adds the most value, and more↗AI · Data
Kyle Harrison
Sailing Tailwinds↗Defense · Market · AI
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CX↗Enterprise · AI
Stage 2
Two Priorities at a Time: How GitHub's Sales Dev Leader Focuses↗Enterprise · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #517↗AI · Infra
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026↗Market

Friday, 25 September 2026

19 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are Losers↗Market
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr↗AI · Market
Deciens
Deciens Connect 2026: Field Notes↗Fintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents Revolt↗AI · Fintech · Insurance
Saanya Ojha
What Meta Is Getting Right With Muse↗AI · Consumer
Stratechery
Begun, the Aggregator Wars Have↗AI · Marketplace · Retail
Glasswing VC
Rudina on Bloomberg Businessweek: September 25, 2026Deals
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo Lab↗AI · Enterprise
Sammy Abdullah
Public SaaS Continues to Perform with NDR of 110%↗Enterprise
A16Z
How Silicon Valley Knows Its People↗Market
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.↗AI · Consumer · Retail
Saastr
5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin Cost↗Enterprise · DevTools
Antler
What Your Portfolio Thinks About Disruption ↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer↗AI · Enterprise
Alex Oppenheimer
What’s Next?↗Market · Enterprise
Antler
The Problem With Putting AI in a Box ↗AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #212↗Bio · Materials · Climate
Antler
Every Founder Study Starts at the End ↗Market
7wire Ventures
From Documentation to Decision: AI’s Next Chapter in Clinical Care↗Health · Bio · AI

Thursday, 24 September 2026

10 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of Charts↗Market
Making Connections by Jax · Jax Vullinghs
Natural General Intelligence↗AI · Climate
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?↗Market · AI
Thomas Reiner
Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?↗Travel · AI
Deconstructor of Fun
How Playtika's best game became its biggest headache↗Gaming · Media
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year↗Semis · Infra
Guru Chahal
Could AI Have Been Einstein?↗AI
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London↗Enterprise · Fintech · HR
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