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SUN 25 OCT 2026 · 142 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

Friday, 4 September 2026

13 pieces
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · AI · Industrials
A16Z
Investing in Gimlet↗AI
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗AI · Market
Turner Novak
🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next Legacy↗Market
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B↗AI · Enterprise · DevTools
A16Z
Charts of the Week: Experience > Skills↗AI · Security · Media
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent Depth↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209↗AI · Infra · Climate
Saastr
Goodnight & Goodbye, SVB↗Banking · Market
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them All↗AI · DevTools · Built World
makers + builders · Parul Singh
AGI, unevenly distributed↗AI · DevTools · Infra
makers + builders · Parul Singh
Goodnight “Inflection Points”↗Market
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & Leverage↗AI · Infra

Thursday, 3 September 2026

17 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve built↗AI · DevTools
Newcomer · Eric Newcomer
India Quotient Shows How the VC Power Law Can Make or Break a Fund↗Market
A Wealth of Common Sense · Ben Carlson
How to Invest When Your Portfolio Gets Bigger↗Market
Chamath Palihapitiya · Chamath Palihapitiya
I turn 50 today...↗Market
Euclid Ventures
Forward-Deployed Everything↗AI · Market
My Climate Journey · Jason Jacobs
Our Investment in Light↗Climate · Fintech · Built World
Sammy Abdullah
Software Multiples Continue to Rise↗Enterprise
Saastr
5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake↗Enterprise
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. ↗AI · Retail · Fintech
A16Z
The Incumbents Are Coming↗AI · Enterprise
The Sociology of Business · Ana Andjelic
How brands make culture↗MarTech · Consumer
The Micromobility Newsletter · Team M
Micromobility America 2026: Here’s What’s Coming↗Mobility
Nongaap Investing · Mike
[P] Nongaap Research↗Deals
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Infra
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Fintech
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?↗AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AI↗AI · Infra

Wednesday, 2 September 2026

10 pieces
Evan O'Donnell
Read, Don’t Rank↗AI · Enterprise
Radical VC
The Rise of NeoLabs↗AI · Market
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics
BIG by Matt Stoller · Matt Stoller
How the LSAT Become the Ticketmaster of Law School Admissions↗Edu · Legal
Saanya Ojha
Claude Takes Another Lap↗AI · Enterprise
Battery Ventures
Defying Gravity: The System of Record in the Age of AI↗Enterprise · AI
Saastr
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent↗Enterprise · AI
A16Z
Apex: The Spacecraft Platform Company↗Defense · Semis
Phin Barnes
AI gutting what you love about work? Me too.↗Market
Sammy Abdullah
Yahoo’s Mistakes↗Market
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