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MON 26 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, 13 August 2026

10 pieces
Antler
Dusq↗Health
Antler
Dodge.ai↗Enterprise · AI
Antler
Infer.so↗AI
A16Z
Investing in Vals↗AI
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data↗AI · Infra
The Micromobility Newsletter · Team M
One City, Two Systems: Inside New York's Micromobility Divide and the Road to 2029↗Mobility · Marketplace
David Talpalar
The Big Data Center Debate↗AI · Climate
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?↗Enterprise · Market · Fintech
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent↗AI · Infra

Wednesday, 12 August 2026

14 pieces
Correlation Ventures
Super Unicorns. The Only Path to Riches in U.S. Venture?↗Market
Saanya Ojha
Revenge of the Wrappers↗AI · Enterprise
BIG by Matt Stoller · Matt Stoller
The Secret Society of Nerds Who Control Congress and Ruin Our Health Care↗Health · Gov
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI
Sammy Abdullah
Land a ‘Buffalo’ to Establish a New Market↗Market
A16Z
What It Takes to Get Paid↗Enterprise · Fintech · Data
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
First Round Review
Firsthand: Six Years at Vanta, My Reinvention is the Only Constant↗Enterprise
Not Boring · Packy McCormick
Base Power Company: Chapter 3↗Climate · Industrials
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part I↗AI · Security · Insurance
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Depressed Day Traders↗Market
Melody Koh · Melody Koh, Partner @ NextView
Consensus by Construction↗Market · AI
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series C↗DevTools · AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI

Tuesday, 11 August 2026

16 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.↗Climate · AI
Venture Upward · David Beisel
The Blue Note↗Market
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗AI · Market
Annelies Gamble
The Frictions That Make AI Forecasting Hard↗AI · Health
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed Engineers↗Enterprise · AI
Saanya Ojha
The AI Revolution will be Securitized↗AI · Semis
Into the Metaverse
The Friends We Made Along the Way↗Crypto · AI
A Wealth of Common Sense · Ben Carlson
Rich Man, Poor Man↗Market
Abraham Thomas
Looks, Brains, and Money↗Fintech · Data
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the Stock↗Security · AI
A16Z
Some Simple Economics of Open versus Closed AI↗AI
Better Tomorrow Ventures
2Q26 Newsletter↗Market
Sammy Abdullah
Big Themes and CEO Quotes from Q2 SaaS Earnings Calls↗Enterprise
Victor Gutwein · Victor Gutwein
2026 Best of the Midwest: Startup City Rankings↗Market
Lenny's Newsletter
How to make people care about your startup↗Market
Craft Ventures
Triple Down with Horizon3: The Autonomous Security Platform for the “AI vs AI” era↗Security
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