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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

Thursday, 24 September 2026

11 pieces
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human↗AI · Enterprise · DevTools
Sammy Abdullah
Q2 SaaS Metrics Continue Showing Good Performance↗Enterprise
QED
Why QED invested in Flam↗Media · MarTech · AI
Antler
The solo signal↗Market · AI
Antler
Why Antler Invested in HIFI's $37M Series A↗Fintech · Crypto
The Micromobility Newsletter · Team M
America's Last Mile, Vehicle by Vehicle↗Supply Chain · Mobility
David Talpalar
Interest Rates Actually Matter in Venture, Too↗Market · Infra · AI
Earnest Sweat
Assigned But Not Read↗Market
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Thinking in Systems, Shipping in Loops↗AI · DevTools
Multicoin Capital
DeFi 2.0↗Crypto · Banking · Fintech

Wednesday, 23 September 2026

21 pieces
Nikunj Kothari
The Amplification Gap↗AI · Market
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds↗AI · Climate
NextView VC
Alpha Lives Upstream↗Market · AI
Lightspeed Venture Partners Blog
Anatomy↗Health · Fintech
Lightspeed Venture Partners Blog
Callum King↗Market
Lightspeed Venture Partners Blog
Sasha King↗Market
Newcomer · Eric Newcomer
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders↗AI
A16Z Crypto
The rise of the $700-billion RWA perp market↗Crypto · Banking
A16Z Crypto
The rise of the $100-billion RWA perp market↗Crypto · Fintech
Saanya Ojha
So Over. So Back. So Cheap.↗AI
A16Z
Introducing the a16z Ops Engineering Fellowship↗AI · Market
Conor Witt · Conor Witt
The Data Tapes Edition #53↗Banking · Fintech · Data
First Round Review
Parsing “Can” from “Should”: How Netflix's Product Team Got Thousands of Creatives to Trust an AI Overhaul↗Media · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy Life Insurance Before It Destroys Humanity?↗Insurance · AI
Saastr
The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New Business↗AI · MarTech
A16Z
Should We Send Our Kids to HAA?↗Edu · Market
Not Boring · Packy McCormick
Would We Send Our Kids to HAA?↗Edu · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Wobbly House of Cards↗AI
Brian Sugar
The Definition of Done↗Consumer · Retail
Earnest Sweat
The Souls of Seed Folk↗Market
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the Middle↗AI · Infra · Market

Tuesday, 22 September 2026

8 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?↗AI · DevTools
Earnest Sweat
The Essay Test↗Market
USV
Joining USV↗Market
USV
Joining USV↗Market
Newcomer · Eric Newcomer
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists↗Market
Lenny's Newsletter
I left Claude for months. Opus 5.5 is why I'm back↗AI
A Wealth of Common Sense · Ben Carlson
Why Didn’t We Get a Housing Bubble?↗Built World · Banking
Selina Wang
The Case for Industrial Batteries↗Climate · AI
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