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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, 22 August 2026

6 pieces
Lenny's Newsletter
🧠 Community Wisdom: Favorite Lenny’s Product Pass tools, how AI is reshaping hiring, what to prioritize when you join a new company, and more↗Market
Kyle Harrison
Getting In The Right Rooms↗Market
A16Z Crypto
The habits of AI writing, and what to do about them↗Market
A16Z Crypto
The habits of AI writing, and what to do about them↗Market
Stage 2
How to Layer Enterprise Sales into a PLG Company↗Enterprise · HR
Ed Sim
What’s 🔥 in AI/Infra/VC #512↗AI · Robotics

Friday, 21 August 2026

16 pieces
Deciens
Epistula #15: The Risks We Choose↗Market · Fintech
A Wealth of Common Sense · Ben Carlson
The 401k Has Been a Success↗Market
Glenn Borok
Data Centers Are Losing a Fight They Should Be Winning↗Climate · Built World · Supply Chain
Net Interest · Marc Rubinstein
Great Scott↗Banking
On My Mind · Michael Dempsey
The Forest is Always Dark↗Market
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The Moat↗AI · Infra · Data
99% Derisible · Yoni Rechtman
Our 2Q letter to LPs↗AI · Market
Continuations · Albert Wenger
Slowing Down the Race to Superintelligence↗AI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund Model↗AI · Market
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their story↗Retail · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #207↗Bio · AI · Robotics
Saastr
ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.↗Enterprise · AI
A16Z
Charts of the Week: Winds of Thematic Change↗AI · Data · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra · Climate

Thursday, 20 August 2026

15 pieces
Next Big Thing · Nikhil Basu Trivedi
Skydive↗AI · DevTools
Making Connections by Jax · Jax Vullinghs
Grok Bot wins the first 15 seconds↗AI · Consumer
Newcomer · Eric Newcomer
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation↗AI
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agenda↗AI · Market
Earnest Sweat
Everyone Shoots Threes Now↗AI · Market
Newcomer · Eric Newcomer
The Story of a Cap Table: OpenRouter↗AI
A Wealth of Common Sense · Ben Carlson
Why the Stock Market Has to Crash↗Market
Phin Barnes
Raise less and build software↗AI · Enterprise
Sammy Abdullah
Software Multiples Are Up, And Staying Up↗Enterprise · Market
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.↗Market · Retail · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Accelerant Extinguishes Its Stock Listing↗Insurance · Enterprise
A16Z
Rise of the Borderless Founder↗Market
The Micromobility Newsletter · Team M
ALSO Raises $150M Series D 🚀↗Mobility · AI
First Round Review
Firsthand: How I Built a Brand with Heart at Lovable↗AI · DevTools · Fintech
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part II↗AI · Insurance · Security

Wednesday, 19 August 2026

3 pieces
Automatter
The Rise and Fall of the Venture Syndicate↗Market
Janelle Teng
Who will be the bastion of American open-weight AI leadership?↗AI · Infra · Semis
A16Z
Meet the a16z Talent Engineer Fellows↗HR · Market · AI
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