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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

Saturday, 8 August 2026

7 pieces
A16Z Crypto
Crypto cards hit $759 million a month↗Crypto · Fintech
A16Z Crypto
Crypto cards hit $759 million a month↗Crypto · Fintech
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis
Saastr
The Simple Math Behind a 3x Venture Fund: Why Your Best Investment Needs to Return the Whole Thing↗Market
Stage 2
How to Use Claude to Define Your Ideal Customer Profile↗AI · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #510↗AI · Security · Infra
Saastr
Backstory Retiered Its Entire Customer Base in 3 Days. The Same Exercise Used to Take Five Teams a Quarter.↗Enterprise · AI

Friday, 7 August 2026

22 pieces
Glenn Borok
Airtable didn't get acquired - it got divorced↗Enterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow Economy↗Market · MarTech
Newcomer · Eric Newcomer
The Big Cheese Hits Theaters Today in NYC ↗Media
Peter G Schmidt · Peter G Schmidt
Why Does Cincinnati Have an Open? ↗Market
Janelle Teng
A Spoonful of Reality for 'Bent' Valuations↗Enterprise
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Memory Leak
Optical Interconnect — A Primer↗AI · Semis
Newcomer · Eric Newcomer
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons↗Enterprise · Market
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 02↗Health · AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'↗AI · DevTools
Earnest Sweat
The Songwriting Credit↗Market
Sammy Abdullah
Don’t be First-to-Market↗Market
Greycroft.com
Reflecting On Our Whatnot Investment Thesis↗Marketplace · Retail
Saastr
5 Interesting Learnings from Shopify at $14B in Revenue: 34% Growth, 18% Free Cash Flow Margins, and AI Orders Up 3x↗Retail · Fintech
A16Z
Charts of the Week: Bookslop↗Media · Industrials · Defense
99% Derisible · Yoni Rechtman
No revenue is enough revenue↗Market
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom Tokens↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #205↗Climate · AI · Semis
Madrona Ventures
Seattle Tech Week 2026: The Most Seattle Tech Week Yet↗Market
First Round Review
Board Meetings 101 (for Early Stage Founders)↗Market
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat Room
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat Room↗AI · Security

Thursday, 6 August 2026

11 pieces
Greycroft.com
Defense Startup: AI Turns 2 Months Of Engineering Into 20 Minutes↗Defense · Industrials · AI
A Wealth of Common Sense · Ben Carlson
Investing is a Game of Survival↗Market
Pear
New grad hiring: Why slope, not experience is worth paying for↗Market · HR
Amir Kabir
Edition 57 | 2026 — Why Trust Doesn't Scale Automatically↗AI · Security
Youssef Kalad
What's a career, anyway?↗Market · HR
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind Spot↗Market · AI
Shruti Gandhi · Shruti Gandhi
HappyRobot, Sapiom, and Agency↗Market
Saastr
I Bought 30+ APIs This Year. Only Exa Asked How It Went. Copy Them.↗DevTools · Enterprise · AI
Brian Sugar
The Room Reads First↗Consumer · Market
A16Z
Knowing When to Stop: The Art of Making a Loop Converge ↗AI · DevTools
Chamath Palihapitiya · Chamath Palihapitiya
The Multi-Billion-Dollar Battle to Dominate Weight Loss↗Health · Bio
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