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MON 26 OCT 2026 · 147 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

Monday, 3 August 2026

22 pieces
Tanay Jaipuria · Tanay Jaipuria
The Simulation Stack in Robotics↗Robotics · AI
Continuations · Albert Wenger
Universal Moral Core Principle 1 ↗Market
Craft Ventures
Building a Cyber GTM Machine: A Guide for Founders Heading Into a Growth Round↗Security
Pear
Maximum: Investing in Randy Fernando, again↗Fintech · Banking
Acrew Capital
Investing in Horizon3: hacking the enterprise before the attackers do↗Security · AI
Insight Partners
How Guillaume Pousaz built Checkout.com into a globally scaling fintech↗Fintech · Market
A16Z
Marc Andreessen & Chris Dixon: Why America needs CLARITY↗Crypto · Fintech · Gov
Lenny's Newsletter
🎙️ How I AI: ChatGPT Codex Voice + browser + Sites: an expert’s AI workflow | Nick Baumann (OpenAI)↗AI · DevTools
Climate Tech VC
🌎 CTVC’s guide to New York Climate Week ‘26 #307↗Climate · Market
Saastr
I Was Wrong About Marketing ROI. Here’s What $100,000,000+ in Sponsorship Sales Taught Me.↗MarTech · Market
Sammy Abdullah
All SaaS Companies Should Have Some One-time Revenue↗Enterprise
A16Z
Drug Discovery Has No Magic Wands↗Bio · AI
The Micromobility Newsletter · Team M
More Chaos for Shared Micromobility in Brussels↗Mobility
Abe Murray
AlleyCorp Deep Tech | July 2026 Newsletter↗Market · Defense · Robotics
Saastr
2026 Is The Biggest IPO Year In History. But Take Out SpaceX And Right Now It’s One of the Worst.↗Market · AI · Enterprise
Lenny's Newsletter
ChatGPT Codex Voice + browser + Sites: an expert’s AI workflow | Nick Baumann (OpenAI)↗AI · DevTools
Deconstructor of Fun
5 Numbers Hiding in Plain Sight: Sensor Tower's Ad Monetization Report↗Gaming · Media
Net Interest · Marc Rubinstein
Leopold’s Fall↗Banking · Market
Akash Bajwa
The Endgame Of Vertical Integration↗AI · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Are Big AI Firms Cooking the Books?↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI is a Terrible Ghostwriter
Tomasz Tunguz · Tomasz Tunguz
AI is a Terrible Ghostwriter↗AI

Sunday, 2 August 2026

18 pieces
Alex Lazarow · Alex Lazarow
The Power Law Comes For Venture Capitalists Too↗Market
Radical VC
A Functional Taxonomy of World Models
A Wealth of Common Sense · Ben Carlson
The Biggest Risk of Rising Bond Yields↗Built World
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory Trade↗Semis · AI · Market
OpenVC.app
How to Protect Your Pitch Deck from Bad Investors↗Market
Hunter Walk
Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to…↗Market
Hunter Walk
Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to hate today’s capitalism; look for founders who play RTS games; and a Chrome extension which blocks slop ecom brands ++ [link blog]↗Market · AI · Consumer
Radical VC
A Functional Taxonomy of World Models↗AI · Infra · Robotics
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & Spend↗AI · Infra · Security
Saastr
The AI Board Member: Should Yours Should “Chair” the Next Meeting? At Least Conceptually↗AI · Market
Jessie Harris
Modern Innovation: How Form Factor Fuels Growth↗Consumer · Retail
Lenny's Newsletter
This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)↗Marketplace · Market
Investing in AI · Rob May
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference↗AI · Infra · Fintech
Saastr
Jason’s Takes on This Week’s 20VC: The Toggle Is a Permission Grant, The Blame Test Decides the Deal, and Why Five Years of Price Increases Is a Countdown↗AI · Enterprise
Sajith Pai
Stanford, Storytelling, Billionaire Inflation, and Chinese VCs↗Market
Kenneth Auchenberg
Why Dashboard UIs end up as tragedy of the commons
Kenneth Auchenberg
Why platform Dashboard UIs end up as tragedy of the commons↗Enterprise · DevTools · AI
Kenneth Auchenberg
Dashboard UIs are a tragedy of the commons↗Enterprise
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