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

Saturday, 29 August 2026

2 pieces
Stage 2
How Is AI Changing the Way We Hire?↗HR
Ed Sim
What’s 🔥 in AI/Infra/VC #513↗Enterprise

Friday, 28 August 2026

19 pieces
A Wealth of Common Sense · Ben Carlson
My Most Contrarian Opinion Right Now↗Banking
Janelle Teng
AI/Data infra + dev tools M&A is having a moment↗AI · Infra · DevTools
Vickram Pradhan
Is Healthcare a Safe Haven if the AI Trade Unwinds?↗Health · AI
Saanya Ojha
The Claudeforce Awakens↗Enterprise · AI
Sammy Abdullah
Increases in ACV are not free↗Enterprise · Fintech
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!↗Climate · Market
Kevin Stevens
The Interface Was Never the Moat↗AI · Enterprise · Industrials
Saastr
When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013↗Enterprise · AI · MarTech
Net Interest · Marc Rubinstein
Untangling Guggenheim↗Insurance · Banking
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗AI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?↗Gov · Market · Fintech
Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data Retention↗AI · Enterprise · Data
A16Z
The Machine Age Fund↗AI · Infra · Semis
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026↗Market · AI
Saastr
50% of the Work Created in Linear Is Now Created by Agents. A Year Ago It Was 3%.↗Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #208↗Health · Bio · Defense
Uma Chalik
4 BUCKET LIST RETREATS↗Travel
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Unleashing Creativity↗AI · Robotics

Thursday, 27 August 2026

19 pieces
The Sociology of Business · Ana Andjelic
RIP Dolly, the tiny rollneck, and the first round of Tasteful speakers is here↗Media · Travel
Newcomer · Eric Newcomer
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗AI · Enterprise
Sammy Abdullah
The Best Quotes from Salesforce’s Q2 Earnings Call on AI↗Enterprise · AI
Earnest Sweat
The Corner Three↗Market
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis
A Wealth of Common Sense · Ben Carlson
10 Things You Need to Know About Investing in Stocks↗Market
Jamie Tomalin
AVs as a Bellwether for Autonomy↗Mobility · AI
Nkechi Iregbulem
Investing in Transfyr↗Bio · AI
Adrian Radu
Consumer discovery & recommendations are broken↗Consumer · Marketplace · Retail
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed↗AI · Infra · Enterprise
Phin Barnes
Natural Value↗AI · Enterprise · Market
Turner Novak
🎧🍌 Why America is the Best Emerging Market | Chris Olsen, Drive Capital↗Market
Jared Heyman
On why you should invest in the most expensive YC startups↗Market
Saastr
Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last Place↗Enterprise · AI · Data
A16Z
You are not a model. Don’t price per token.↗AI · Enterprise · Market
Megan Maloney
Spotlight: How Popcall is Driving Human Connection and Earnings for Creators↗Media · Market · Consumer
David Talpalar
The Power of the AI Harness: Long Live the Application Layer↗AI
Saastr
Dear SaaStr: What Are Some Signs That Your B2B Marketing Programs Won’t Scale Well?↗Enterprise · MarTech
Glasswing VC
AI Atlas: Mamba-3: Advancing Architecture, While Reducing Cost↗AI · Infra · Fintech
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