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SUN 25 OCT 2026 · 148 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 & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 1 September 2026

5 pieces
Meritech
Meritech Software Pulse | 28-August-2026↗Enterprise · Data · Fintech
Sequoia
Partnering with Form Energy: America’s Battery Champion for the AI Grid↗Climate · Semis
Sequoia
Partnering with Empirik: Building the Autonomous Infrastructure Engineer↗Enterprise · AI
Sequoia
Partnering with Air: Securing the AI Supply Chain↗Security · Infra
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Think It Means↗AI

Monday, 31 August 2026

20 pieces
Cathay
Enterprise AI Economics: How to Scale Intelligence Without Scaling Costs↗AI · Enterprise
Tanay Jaipuria · Tanay Jaipuria
How Matic got robots into 10,000 homes↗Robotics · Industrials
Nikunj Kothari
The New Valley↗AI · Market
Equal Ventures
Announcing the Additions of Jon and Sophia to the Equal Ventures Team ↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: Implications↗AI · Market
Sammy Abdullah
SaaSpoca-who? SaaS companies are having their best quarter. Ever.↗Enterprise · Semis
Adrian Radu
The Great AI Talent Concentration↗AI · Market
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday↗AI · Enterprise · DevTools
Madrona Ventures
Introducing the 2026 Intelligent Applications 40↗AI · Market
A16Z
Expanding the a16z Growth Fund and Platform↗Market
Climate Tech VC
🌎 How founders are raising in 2026 #311↗Climate · Market
Saastr
We’ve Been Running Salesforce Headless for 6 Months on Our Own “Claudeforce.” We’re Never Going Back↗Enterprise · MarTech
The Micromobility Newsletter · Team M
Nextbike Adds 1K E-Bikes to its Berlin Fleet↗Mobility
Lenny's Newsletter
How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Cash Was Easy…Now What?↗Banking
Deconstructor of Fun
Mattel Wants Studios to Pitch the Uncomfortable↗Media · Gaming
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?↗AI · Gov
A Wealth of Common Sense · Ben Carlson
Jerry Seinfeld’s Evergreen Career Advice↗Media
Tomasz Tunguz · Tomasz Tunguz
The Price of Entry to the Frontier↗AI
Kenneth Auchenberg
Build the damn best product.↗Market

Sunday, 30 August 2026

13 pieces
Kevin Stevens
Every Overbuild Ends the Same Way↗AI · Climate
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the Frontier↗AI · Security
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market · Enterprise · AI
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market
Kojo Osei
A bottom-up model of AI demand↗AI · Infra
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows↗AI · Infra · Enterprise
A16Z Crypto
In Argentina, buying crypto means buying dollars↗Crypto · Fintech
A16Z Crypto
In Argentina, buying crypto means buying dollars↗Crypto · Fintech
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion Moonshot↗AI · Enterprise
Jessie Harris
Fourth and Long: How Football Season Feeds the Consumer Economy↗Consumer · Retail · AgFood
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)↗AI · Enterprise · DevTools
Investing in AI · Rob May
How To Think About The Negative ROI on AI Investment↗AI · Infra
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself Again↗Retail · AI

Saturday, 29 August 2026

2 pieces
Lenny's Newsletter
🧠 Community Wisdom: Building without clear PM requirements, selling a product before building it, pricing fast-moving B2B SaaS, a year of job hunting, and more↗Market
Kyle Harrison
Humility Hard Hats↗Market
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