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SUN 25 OCT 2026 · 146 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, 22 October 2026

33 pieces
Lightspeed Venture Partners Blog
Solomon (Sol) Reisberg↗Market
Lightspeed Venture Partners Blog
DJ Patil↗Market
Lightspeed Venture Partners Blog
Kevin Weil↗Market
A16Z
Meet the a16z Ops Engineering Fellows ↗Market · AI
A16Z Crypto
Introducing a16z Frontier↗Market · AI · Crypto
A16Z
a16z Frontier↗Market · AI · Crypto
Newcomer · Eric Newcomer
The Story of Anthropic’s Cap Table: VCs Showed Up Late to the Party, Toting All the Cash They Could Wrangle ↗AI · Market
Saastr
20VC x SaaStr: $20M ARR and Unfundable, Anthropic’s $16.8B Quarter, and Modal at $15.75B↗AI · Enterprise · DevTools
A Wealth of Common Sense · Ben Carlson
How I Think About Investing in Bonds↗Market
Equal Ventures
Stop being so “mean”↗Market
The Sociology of Business · Ana Andjelic
Tasteful Manifesto↗Media · Market
Saastr
Getty Images Files for Chapter 11 at a ~$910M Run-Rate: 27% EBITDA Margins, 25% Fewer Subscribers, and $0 for Public Shareholders↗Media
QED
Different is better than better↗Fintech · Security
Sammy Abdullah
Strategics Don’t Pay More than Private Equity↗Enterprise · Market
Earnest Sweat
Metrics in the Rear View↗Market
David Talpalar
Portfolio Risk in Venture Capital↗Market · AI
Saastr
Dear SaaStr: What is the Difference Between a Good Sales Exec and a Great One?↗Enterprise · MarTech
Antler
Why the Best Australian Startups Think Like Global Companies↗Market
Amir Kabir
Edition 68 | 2026 — The Grid Becomes a Control Problem↗Climate · AI · Security
Sapphire Ventures · Anders Ranum, Demi Obayomi, Michael Hsu
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials
General Catalyst
Bringing Code Gen Agents to the Rest of the Enterprise↗Enterprise · AI
Amplify Partners · Justin Gage
Announcing our investment in Tiles↗Enterprise · AI
Forerunner Ventures
Investing in Alta: Everyday Magic↗Consumer · Retail · AI
Amplify Partners
Announcing our investment in Tiles↗Market
Lightspeed
Why We're Backing Warp↗Bio · Infra · Robotics
Lightspeed
"You can actually have a full organization running with agents"↗Enterprise · AI
Sapphire Ventures
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials · Infra · Climate
SignalFire
Why we invested in Flagler: The AI-native MSK operating system↗Health · AI
SignalFire
The new era of sales: How voice AI is redefining the live calls↗AI · MarTech · Enterprise
SignalFire
Why we're betting on Warp Sciences to accelerate U.S. drug discovery↗Bio · Infra
QED Investors
Why QED invested in Flam↗Media · AI
QED Investors
Different is better than better↗Fintech · Security
Tomasz Tunguz · Tomasz Tunguz
Closing Eight Figure Deals in Two Weeks↗Infra · AI

Wednesday, 21 October 2026

7 pieces
Saanya Ojha
PHP: Pretty Huge Problem↗Security · AI
Lenny's Newsletter
Claude Duet is beautiful. I still forgot to use it↗AI · Enterprise
A16Z
Why Hardware Specialization is Back↗Infra · Semis
Newcomer · Eric Newcomer
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗Market
Better Tomorrow Ventures
On Risk↗Market · AI
Thomas Reiner
225k Robotaxis by 2030: Why Uber Still Wins the Trip Math↗Mobility · Market
Stratechery
Presented by Stripe↗Fintech · Market
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