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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

Wednesday, 19 August 2026

16 pieces
A16Z
OpenRouter & Stripe: The Intelligence Network↗AI · Infra
Newcomer · Eric Newcomer
Is AINS the Next SaaS?↗AI · Legal · Insurance
Saanya Ojha
The Hunt for Human Exhaust↗AI · Data · Fintech
Menlo VC
Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model Routing↗AI
Euclid Ventures
$100M, Zero Churn, All Channel↗Fintech · Market
Deconstructor of Fun
WEBTOON Is Bigger Than Monopoly Go: Inside a New Game Marketing Channel↗Gaming · MarTech · Media
Sammy Abdullah
Controlling SaaS Churn↗Enterprise
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock Pop↗Enterprise · DevTools
The Sociology of Business · Ana Andjelic
Cultural liquidity↗Consumer · MarTech
Insight Partners
The enterprise AI bottleneck is about context, not capability↗AI · Enterprise · DevTools
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth↗AI · Infra · DevTools
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Bear Case on AI↗Market
Madrona Ventures
Celebrating Highspot↗Enterprise · MarTech · AI
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · Enterprise · DevTools
Sequoia
Own Your Intelligence: A How-To Guide↗AI

Tuesday, 18 August 2026

22 pieces
Earnest Sweat
The Barrel Gets a Price↗AI · Data · Fintech
Lenny's Newsletter
I tested Grok Bot, Grok 4.6, and Cursor Origin - here’s my honest take↗AI · DevTools
Saanya Ojha
Damned If You Diffuse, Damned If You Don’t↗AI · Market
Meritech
Meritech Software Pulse | 14-August-2026↗Enterprise
Annelies Gamble
America’s Role in the Next Golden Age of Chemical Synthesis↗AI · Bio · Industrials
A Wealth of Common Sense · Ben Carlson
Getting Ahead Has Never Been Easy↗Market
Continuations · Albert Wenger
Signing the Statement on Superintelligence↗AI · Market
OpenVC.app
How to Build an Investor Pipeline for Startup Fundraising↗Market
Simon Wu
Gross Margin Isn’t Telling You What You Think It Is↗AI · Enterprise
Adrian Radu
The “Permission Gap” opportunity for startups↗Market
Lenny's Newsletter
Announcing Lenny’s Jobs: The best place in the world to find, vet, and land your dream job↗Market
Harlem Capital
The Anti-Portfolio: What Missing a $2 Billion Deal Teaches You About Winning the Next One↗Market
Harlem Capital
Why the Best VC Deals Start Outside the Office↗Market
Sammy Abdullah
What Publicly Traded SaaS CEO’s are saying about AI↗Enterprise · AI
Saastr
Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.↗Enterprise · AI · Infra
On My Mind · Michael Dempsey
Dear VCs, Just Give Up↗Market
Collaborative Fund
Why we're investing in Tomo↗AI · Consumer
Ben Yoskovitz
How I Use AI Without Outsourcing the Thinking↗AI · Enterprise
Deconstructor of Fun
The Man Behind Most Gaming Deals↗Gaming · Market
Glasswing VC
Glasswing named one of America’s Top Venture Capital Firms of 2026 by TIME and Statista↗Market
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.↗AI · Infra · DevTools

Monday, 17 August 2026

2 pieces
Radical VC
Teaching AI to Ask the Right Questions↗AI · Infra
A16Z
Your Favorite Creator Isn’t Real—Does it Matter?↗Media · AI
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