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SUN 25 OCT 2026 · 143 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

Saturday, 19 September 2026

6 pieces
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?↗Crypto · Banking
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516↗AI · Infra · Market
Vickram Pradhan
Painkiller Problems at the Pentagon, the ICHRA rebrand, and Return of the Juul↗Health · Bio · Defense
Fintech Ruminations
Faster rails, same old rules↗Fintech · Crypto
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

19 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, Indiana↗Industrials · Market
Joe Lonsdale
Ep 162: Brian Chau Built an AI That Uncovers Fraud — It Just Found a $21 Billion Racial Wealth Transfer↗Media · AI
Euclid Ventures
What Veeva Can Teach Vertical AI↗AI · Enterprise
Lightspeed Venture Partners Blog
Collective Model Intelligence: The Next Scaling Axis?↗AI · Infra
Saanya Ojha
The Open Questions in the Race to Run Your Life↗AI · Consumer
Stratechery
Doomforce↗AI · Enterprise · Gov
A Wealth of Common Sense · Ben Carlson
5% Bond Yields↗Banking · Market
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels ↗AI · Infra · Robotics
Sammy Abdullah
Negotiating the Investment Banker Engagement Letter↗Banking · Market
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗AI · Infra · Market
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee↗AI · Enterprise · Semis
A16Z
Charts of the Week: So Many Apps, So Little Time↗AI · Market
BIG by Matt Stoller · Matt Stoller
AI Is an Elite Crime Spree ↗AI
Jamesin · Jamesin Seidel
Another Instinct Article↗AI · Consumer
Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile Island↗AI · Climate
Abe Murray
AlleyCorp Deep Tech | September 2026 Newsletter↗AI · Climate · Defense
Not Boring · Packy McCormick
Weekly Dose of Optimism #211↗Health · Bio · AI
Brian Sugar
I Wish I'd Thought of That↗Market
Lightspeed Venture Partners Blog
Production Monitoring for an Increasingly Agentic World: Announcing Raindrop’s Series A↗Infra · DevTools

Thursday, 17 September 2026

15 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the Model↗AI · Enterprise
Earnest Sweat
Pull Up Your Calendar↗Market
Saanya Ojha
The Interface to Everything↗AI · Consumer
Insight Partners
Helping founders achieve “exceptional”↗Market
Phin Barnes
Budding vs. splitting: A better model for growing an engineering org ↗Market
Pear
Now accepting applications: Pear Prime 2027↗Market
Sammy Abdullah
An Investment Banker’s Advice on M&A from his Book↗Market
Turner Novak
🎧🍌 Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter One↗Market
Lightspeed Venture Partners Blog
What It Actually Takes to Replace a Legacy ERP↗Enterprise · AI
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop↗Enterprise · Market
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPO↗AI · Infra · Market
Lightspeed Venture Partners Blog
Cylake↗Security
The Micromobility Newsletter · Team M
Vision Zero Reimagined: NYC Puts Micromobility in the Mix↗Mobility
Antler
Pre-Seed funding in Australia dries up at the end of the year, here’s how to plan for it↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How to Talk To Your Clients About Ray Dalio↗Banking
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