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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, 25 August 2026

6 pieces
A16Z
Intelligence is the Primitive. Applications are the Diffusion Layer.↗AI · Enterprise
Insight Partners
How Insight Partners’ Government Advisory Board helps companies scale in government markets↗Gov · Defense
Lenny's Newsletter
How to figure out your next career move↗HR
The Sociology of Business · Ana Andjelic
The Stone Island Test↗Consumer · Retail
Not Boring · Packy McCormick
An American Engineer in China↗Industrials · AI · Climate
Jamesin · Jamesin Seidel
Analysis of NeoLab Raises↗AI · Market

Monday, 24 August 2026

23 pieces
David Teten
Launching a philanthropic co-investment vehicle to back a healthier democratic republic↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2↗AI · Market
NextView VC
Consensus by Construction↗Market
NextView VC
Some Assembly Required↗Market
Saanya Ojha
Default to Open↗AI · Infra
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical World↗Robotics · AI
Lenny's Newsletter
🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month ↗AI · DevTools
Turner Novak
🎧🍌 Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of Figure↗Fintech · Market
Climate Tech VC
🌎 Volts meet midterm votes #310↗Climate · Gov
Radical VC
World Models in Robotics↗Robotics · AI
A16Z
The Oracle Problem: an invisible bottleneck to AI and medicine↗Health · AI
Sammy Abdullah
What Big Funds look for in a CEO↗Market
The Micromobility Newsletter · Team M
LIME’s Marketcap is at $2.6B, Stock up 58% 🚀↗Mobility
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)↗Enterprise · DevTools · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Alternative to Alternatives↗Fintech · Banking
Stratechery
Autonomy and Innovation↗AI · Security · Market
Michael Greeley
Prior Authorization: No More “Please Hold” …↗Health · Insurance
Deconstructor of Fun
6 Brutal Lessons From First 100 Days As CEO↗Gaming · Market
Antler
Synthium↗AI · Robotics
Deconstructor of Fun
Retention in an AI Companion Game Deconstructed↗Gaming · AI
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Living in an Age of Cheating Means Having Your Time Stolen Constantly↗Market
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools

Sunday, 23 August 2026

11 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at Stanford↗AI · Infra · Semis
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024↗Crypto · Robotics · Industrials
A Wealth of Common Sense · Ben Carlson
The Most Hated Asset Class in the World↗Banking
OpenVC.app
The 23 Types of Startup Investors & How to Approach Each↗Market
Saanya Ojha
Weekly Wrap Sheet (08/21/2026): Costs, Control & Corpora↗AI
Jessie Harris
The Experience Economy ↗Consumer
OpenVC.app
Why Health Startups Need Their Own Residency Program↗Health · Market
Lenny's Newsletter
How to close $100K+ enterprise deals, step by step | Jen Abel↗MarTech · Enterprise
Investing in AI · Rob May
The Speed of Thought: What If Intelligence Has a Universal Limit?↗AI
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Infra · Industrials
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Climate · Defense
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