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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

Thursday, 17 September 2026

2 pieces
Collaborative Fund
Why we're investing in Dr. Max's↗Consumer · Retail
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin Opportunity↗AI · Enterprise · Fintech

Wednesday, 16 September 2026

15 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for Machines↗AI · Security
Newcomer · Eric Newcomer
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance↗Fintech · Banking
Know Your Growth
Steering a Rocket Ship: Inside Profound’s Meteoric Growth↗AI · MarTech
Ted Wang
Executive Presence, Reconsidered↗Market · HR
Bilal Zuberi
When Physical Work Becomes Programmable↗Robotics · Industrials · Supply Chain
Alex Lazarow · Alex Lazarow
Five Things Bill Draper Taught Me↗Market
Phin Barnes
TheGP’s Guide to Building an Early-Stage Compensation Philosophy↗Market · HR
Jared Heyman
On how to invest in venture↗Market
The Sociology of Business · Ana Andjelic
Agenda for Tasteful is here↗Consumer · MarTech
Insight Partners
How the context layer creates enterprise ROI↗Enterprise · AI
Saastr
We Mentioned Replit in 214 Articles Last Year. For Free. Most Vendors Have No Plan For Customers Like That↗Market · MarTech
Deconstructor of Fun
Just Dessert vs. Gossip Harbor: Who Merged It Better?↗Gaming
Lenny's Newsletter
Muse review: The personal AI agent that gets consumer UX right↗AI · Consumer
Menlo VC
2026: The State of Consumer AI↗AI · Consumer
A Wealth of Common Sense · Ben Carlson
Why Are Valuations Falling in a Bull Market?↗AI

Tuesday, 15 September 2026

21 pieces
Thomas Reiner
AV Fleet Tracker Bottoms Up: 5.5k+ Vehicles | PA Dispatch No. 15↗Mobility · AI
White Star Capital
White Star Capital is hiring an Associate in Montreal↗Market
Annelies Gamble
When AI Measures What Instruments Miss↗AI · Climate
Saanya Ojha
The Audacity of Caution↗AI
Meritech
Meritech Software Pulse | 11-September-2026↗Enterprise · AI
Lolita Taub
🎉 Special Edition: It's here: What Actually Matters is out today!↗Market
Abraham Thomas
My Next Adventure↗Fintech · AI
USV
Product in the Agentic Age↗Market · AI
USV
Product in the Agentic Age↗AI · Enterprise
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?↗Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AI↗Enterprise · AI · Market
A16Z
Magazine Depth Affordability Is a Choice↗Defense · Gov
Carried Away
Alpha Lives Upstream↗Market
Lenny's Newsletter
60+ new creative growth ideas↗MarTech · Market
Fintech Ruminations
The local leg: solving local liquidity in the stablecoin sandwich↗Fintech · Crypto
Ben Yoskovitz
AI Built the Product. It Didn’t Launch It.↗DevTools · Data
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made↗AI · Enterprise
Investing in AI · Rob May
Investing in AI The Book, Is Live. Here Is Your Free Copy↗Market
Madrona Ventures
Big Finds, Small Prices: Why We Invested in Buywander↗Retail · Marketplace
Madrona Ventures
When Agents Meet in the Middle: Why We Invested in Jack & Jill↗HR · AI
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells Itself↗Enterprise · AI

Monday, 14 September 2026

2 pieces
Reaction Wheel · Jerry Neumann
9/11↗Built World
USV
Sticking Around @ USV↗Market
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