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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

Wednesday, 9 September 2026

21 pieces
Investing in AI · Rob May
Reader Submission: A Deeper Dive on Dell↗AI · Industrials
Saanya Ojha
Mathematicians Have Navier Been More Stoked↗AI · Data
Euclid Ventures
The Sriracha Problem↗AI · Marketplace · Enterprise
A16Z
Investing in Lightfield↗Enterprise
Lerer Hippeau
Please welcome Type, the first multiplayer AI product for teams↗AI · Enterprise
Fabrice Grinda
Population Decline Is Real. So Is the Reversal.↗Market
Sammy Abdullah
Q2 2026 SaaS Earnings: The Best Quarter in Years↗Enterprise · DevTools · Data
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”↗Market · AI
Medha Agarwal
From Models to Machines: The Physical AI Market Map↗AI · Robotics · Industrials
A16Z
Introducing Covenant↗Defense
Startup Hacks · Alex Iskold
On moats and barriers to entry↗Enterprise · AI
Venture Unlocked · Samir Kaji
Wins Above Replacement: The New Way to Judge Founders↗Market
Melody Koh · Melody Koh, Partner @ NextView
The Third Layer↗AI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everywhere Millionaires↗Market
Fintech Ruminations
Faster rails, same old rules↗Fintech · Crypto
Deconstructor of Fun
Just Dessert vs. Gossip Harbour: Who Merged It Better?↗Gaming
First Round Review
Firing Underperforming Employees (at Startups)↗HR · Market
makers + builders · Parul Singh
Your Harness Is the Product↗AI
Sequoia
Partnering with Cymphony: Security Unlocks Adoption↗Security · Enterprise · AI
Lightspeed Venture Partners · Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar
Helping Legal Teams Own Their Intelligence: Our Series H Investment in Harvey↗Legal · AI

Tuesday, 8 September 2026

19 pieces
Travis May
Lessons from Shaper’s Third Year↗Market
Newcomer · Eric Newcomer
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit↗Market
A Wealth of Common Sense · Ben Carlson
The End of a Golden Era For Investors↗Market
Harlem Capital
Our 27th Class: Meet Harlem Capital’s Fall 2026 Interns↗Market
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
Fika Ventures
The AINS Calculator (AI-Native Services)↗AI · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.↗AI · Infra · Insurance
Annelies Gamble
Scaling Agentic Commerce↗Banking · AI · Retail
Greylock News
Introducing Antioch: The Simulation Platform for Physical AI↗AI · Robotics
Sammy Abdullah
Strategic Investors Do NOT Matter↗Market
Climate Tech VC
🌎 Back to school #312↗Climate · Data · Market
The Sociology of Business · Ana Andjelic
Six faces of luxury↗Consumer · Travel · Retail
Saastr
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us↗Market · Enterprise
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics
David Teten
Update on Investors for a Better America: Strengthening our Capitalist Democracy↗Market
QED
LLM incentives and the application layer↗AI · Enterprise
Not Boring · Packy McCormick
Everyone is Reading Lonesome Dove↗Media · AI
Lenny's Newsletter
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)↗AI
Michael Greeley
Another Great Add to the Flare Capital Team…↗Market
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