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SUN 25 OCT 2026 · 144 new pieces this week

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Select picks in the past month
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

Tuesday, 8 September 2026

7 pieces
Menlo VC
Welcome Alex Kurland, Menlo’s Newest Partner↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The Enshittification of the American Hamburger↗Retail
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with Mistral↗AI · Infra · Market
Lightspeed Venture Partners · Ravi Mhatre, Guru Chahal
Our Investment in Cylake↗Security
Sapphire Ventures
AI (In)Security↗Security · AI
Jump Capital · Yelena Shkolnik
The Center Cannot Hold↗AI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?↗AI · Enterprise

Monday, 7 September 2026

12 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor Day↗AI · Market
Battery Ventures
Battery Ventures Acquires Majority Stake in Germany’s Sustainability at Work Group, Lays Foundation for Continued Growth↗Market
Lenny's Newsletter
🎙️ How I AI: GPT-6 Astra is a banger + Stripe’s AI playbook + Grok Bot vs. OpenClaw: why I replaced my entire agent stack↗AI · Enterprise
Saastr
Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.↗Enterprise · AI
The Micromobility Newsletter · Team M
Lime Returns to San Marcos↗Mobility
Kiera Klinsky
Luck Was A Lady↗Deals
Lenny's Newsletter
Build your own company brain: the enterprise AI playbook from Stripe’s engineering team | Sharadh Krishnamurthy↗Enterprise · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & Losers↗AI · Market
Deconstructor of Fun
Questions Istanbul Founders Stopped Asking↗Gaming · Market
Akash Bajwa
Does Concentration Risk Matter In AI?↗AI · Semis · Infra
A Wealth of Common Sense · Ben Carlson
It’s a Concentrated World↗Market
Tomasz Tunguz · Tomasz Tunguz
The Three Waves of AI Consumption↗AI · Infra

Sunday, 6 September 2026

6 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open Tasks↗AI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (09/04/2026): Swarms, Safeguards & Supremacy↗AI
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M ↗AI · Semis · Mobility
Saastr
Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)↗Enterprise · AI
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)↗Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.↗AI · Enterprise · Market

Saturday, 5 September 2026

9 pieces
Peter G Schmidt · Peter G Schmidt
Why is there a $500M AI Model Training Company in North Canton, OH?↗AI · Infra
Lenny's Newsletter
🧠 Community Wisdom: Driving AI adoption when habits are the bottleneck, leveling up from APM to a mid-level PM role, converting a wave of new users to subscription, and more↗AI · MarTech
Feld Thoughts · Brad Feld
The Real Luxuries In Life↗Market
Kyle Harrison
Dynasties Die In The Dark↗Market
Jared Heyman
On the YC S26 batch — Return of the Atoms↗Market
Saastr
California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and Vendors↗Enterprise · AI
Continuations · Albert Wenger
Why AI Consciousness Matters↗AI
Ed Sim
What’s 🔥 in AI/Infra/VC #514↗AI · Infra · Security
Joe Lonsdale
Texas Should Shut Down the Education Cartel ↗Edu · Gov

Friday, 4 September 2026

6 pieces
A Wealth of Common Sense · Ben Carlson
Will Young People Ever Buy a House?↗Built World
Selina Wang
The Robotics Demo to Production Gap↗Robotics · Industrials
Earnest Sweat
The Weird Dot↗Market
Obvious
The Holy Grail of Autonomy is Coming into View↗Mobility · AI
Saanya Ojha
Hallelujah, It’s Raining Models↗AI · Infra
Net Interest · Marc Rubinstein
Hot European Summer↗Banking · Market
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