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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

Monday, 14 September 2026

19 pieces
USV
Sticking Around @ USV↗Market
USV
Sticking Around @ USV↗Market
Radical VC
What AI Has to Understand Before It Can Beat the Market↗AI · Fintech · Banking
Climate Tech VC
🌎 LPO's new terms #312↗Climate · Gov
Sammy Abdullah
Startup Knowledge from the Internet Pioneers↗Market
Lightspeed Venture Partners Blog
Karren Yang↗Market
Lenny's Newsletter
🎙️ How I AI: How two SpaceXAI designers use Grok Bot to do their jobs↗AI · DevTools
Continuations · Albert Wenger
Universal Moral Core Principle 3↗AI
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet↗AI · Enterprise
The Micromobility Newsletter · Team M
275K Rides Later, Eugene Is Set to Go Electric⚡↗Mobility
A16Z
Product Management is Still All About Telling Stories↗AI · Market
The Sociology of Business · Ana Andjelic
Celine x Reebok: all business is IP business↗Media · MarTech
Lenny's Newsletter
How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng Zheng↗AI · DevTools
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Aren’t There More IPOs?↗Market
Deconstructor of Fun
Why None of Us Saw Cyberpunk Coming Apart↗Gaming · Media
Akash Bajwa
Agent Traffic: Infrastructure & Security Software Signals↗AI · Infra · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO Already↗AI · Market
A Wealth of Common Sense · Ben Carlson
People Hate Paying Taxes More Than They Like Making Money↗Fintech
Tomasz Tunguz · Tomasz Tunguz
What Does Pacing Mean?↗AI

Sunday, 13 September 2026

7 pieces
Michael Greeley
Post Office: Handle with Care…↗Gov · Market
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make Sense↗AI · Enterprise · Fintech
Hunter Walk
AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & Power↗AI · Infra
Saastr
Harvey Puts a Former Practicing Lawyer in Every Deployment. About 180 of Them. Here’s How That Model Works↗Legal · AI
Kyle Harrison
How I Write↗Market
Saastr
SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not Contacts↗MarTech · Enterprise

Saturday, 12 September 2026

5 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI basketball coaching, Jira vs. Linear, building a business case for platform teams, favorite AI use cases, and more↗Deals
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Stage 2
How Should Founders Negotiate With Procurement?↗Enterprise
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market
Venture Prose
Two pilots in a plane↗Market

Friday, 11 September 2026

9 pieces
Chamath Palihapitiya · Chamath Palihapitiya
We’ve moved.↗Market
A Wealth of Common Sense · Ben Carlson
Millionaires Everywhere↗Market
Crucible Capital
The Era of Compounding Capital↗Market
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is the promise of “Siri” finally here?↗AI · Consumer
Net Interest · Marc Rubinstein
The Five Deals That Made Apollo↗Banking · Insurance
99% Derisible · Yoni Rechtman
Be dumb. Waste Money. Win.↗Market
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗AI · Security
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?↗AI · Market
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