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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

Tuesday, 22 September 2026

11 pieces
Saanya Ojha
Open Season↗AI
Insight Partners
Behind the investment: Snorkel AI↗AI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTS↗Industrials · AI · Infra
Erik Torenberg
Introducing Horowitz Andreessen Academy↗Edu · Market
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth↗Enterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market
A16Z
Incubating The Horowitz Andreessen Academy↗Edu · Market
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your product↗AI · DevTools
Jess Schram
The Durable Majority↗Market · AI
A16Z
Introducing the Horowitz Andreessen Academy↗Edu · Market
BIG by Matt Stoller · Matt Stoller
Happy Oligarch Day as Trump-Aligned Billionaires Take Over Hollywood↗Media · Market

Monday, 21 September 2026

19 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: Implications↗AI · Market
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go Public↗Robotics · Industrials · AI
Guru Chahal
The Automation Paradox↗AI · Enterprise · DevTools
Antler
Attributes over experience↗Market
Radical VC
Introducing Radical Breakouts Fund↗Market · AI
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup Truck↗Climate · Industrials · Gov
Saanya Ojha
Agents of Chaos↗AI · Infra
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories ↗AI · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in Years↗Enterprise · AI · Data
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.↗Enterprise · Market
The Sociology of Business · Ana Andjelic
Post-Friction↗AI · Consumer
Deconstructor of Fun
From Zero Offers To Record Revenue↗Gaming · Market · Media
Climate Tech VC
🌎 See you at New York Climate Week! #314↗Climate · AI
The Micromobility Newsletter · Team M
Get an Inside Look at McKinsey's Mobility Consumer Pulse - Save Your Spot↗Mobility
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)↗DevTools · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Price is the Ultimate Factor↗Market
Stratechery
Frontier Overhangs↗AI · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Why the Senate Is Weirdly Obsessed with College Sports Instead of Real Problems↗Gov
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If Statement↗AI · Infra · Enterprise

Sunday, 20 September 2026

7 pieces
Guru Chahal
What a European CIO Is Planning for in the AI Era↗Enterprise · AI
Saanya Ojha
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & Permissions↗AI · Consumer
Kyle Harrison
The Mega-Million Dollar Customer↗Enterprise · AI
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B Mark↗AI · Enterprise · DevTools
A Wealth of Common Sense · Ben Carlson
The Biggest Risk to the Economy↗Market
Lenny's Newsletter
90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter Sellis↗Market
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To Research↗AI · Market

Saturday, 19 September 2026

3 pieces
Lenny's Newsletter
🧠 Community Wisdom: Finding your first users before the product exists, debriefing your own interviews, what to optimize for in the early years of your career, and more↗Market
Net Interest · Marc Rubinstein
Brookfield of Dreams↗AI
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?↗Crypto · Banking · Fintech
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