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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

Thursday, 27 August 2026

3 pieces
The Micromobility Newsletter · Team M
1 Continent, 237M Trips and the Evolution of North American Micromobility↗Mobility
Extantia Capital
Putting humanoids to work on Europe’s factory floors↗Robotics · Industrials · Market
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model Factory↗AI · Infra · Climate

Wednesday, 26 August 2026

24 pieces
Nikunj Kothari
Being legible to capital↗Market
Lowercarbon
Cleanup, Inc.↗Built World · AI
Thomas Reiner
Everyone Is Playing a Different Robotaxi Game↗Mobility
Saanya Ojha
Who Let the Ox Out?↗AI · Infra · Semis
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
Euclid Ventures
Nobody Wants Your Software↗AI · Enterprise · Market
Emergence Capital
The robots are ready. Are the assemblers?↗Robotics · Industrials · AI
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an Action↗Insurance · AI · Robotics
David Cahn
They Built the Team. They Raised the Money. Now What?↗Market
Newcomer · Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs ↗Market · AI
Patrick Salyer
The SaaSpocalypse CEO Survival Guide: Six Months Later↗Enterprise · AI
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?↗AI · Semis · Industrials
Saastr
A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.↗Enterprise · AI
Sammy Abdullah
CEO Comments on AI from 19 SaaS Earnings Calls↗Enterprise · AI
A16Z
Faking a brand is easy. Making it stop is hard.↗Security · MarTech
Fintech Ruminations
The local leg: solving local liquidity in the stablecoin sandwich↗Fintech · Crypto
Saastr
5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost↗Enterprise · Data · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Free Markets Dead?↗Market
Melody Koh · Melody Koh, Partner @ NextView
The Frictionless Bargain↗AI
Venture Prose
Timing, Attitude and Discernment↗AI · Market
BIG by Matt Stoller · Matt Stoller
Why Political Moderates Are Losing↗Gov · Market
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI

Tuesday, 25 August 2026

13 pieces
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
David Teten
The Republic Is Your Largest Unhedged Position↗Market
Euclid Ventures
The Verticalist Summit Is Back↗Market
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changing↗AI · DevTools · Enterprise
A Wealth of Common Sense · Ben Carlson
How Will This Cycle End?↗Market
Carried Away
No Guitars on This Track↗Market
Annelies Gamble
Routing Intelligence: Prateek Jain on Long-Horizon Agents↗AI · Infra
Equal Ventures
“With a little help from my friends” – Announcing the EMC Selection Committee↗Market
Adrian Radu
Tech IPO Performance↗Market
Saanya Ojha
Not in My Backyard, Not on My Grid↗Climate · AI
Obvious
10 Emerging Robotics Infrastructure Themes↗Robotics · AI · DevTools
Sammy Abdullah
The 13 Commandments of Customer Success↗Enterprise
Fabrice Grinda
My Health and Longevity Protocol↗Health
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