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SUN 25 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 & ClimateManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 19 October 2026

21 pieces
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis
The Micromobility Newsletter · Team M
Lime is Hosting the Official Afterparty of MMA 2026🎊🍾↗Mobility
Newcomer · Eric Newcomer
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗Fintech
Lenny's Newsletter
🎙️ How I AI: Meta Muse Wonder + How Brooke Lacey is scaling video with AI↗AI · Media
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market
Continuations · Albert Wenger
The World After Capital: The Transition is Accelerating↗AI
Sammy Abdullah
The Best SaaS AE and SDR Survey Data We’ve Found↗Enterprise · HR
Saastr
5 Interesting Learnings From Anthropic’s Data on Its Own Workforce: Junior Technical Hiring Down From 27% to 9%, Agents Working 6x the Hours of Humans, and Agents Waiting on a Human 80% of the Time↗AI · Market
David Cahn
The Market’s AI Faith Test↗AI · Market
Ashley Brasier · Ashley Brasier
I Thought I Was Talking to a Person↗AI
The Sociology of Business · Ana Andjelic
K-shaped culture↗Market
Deconstructor of Fun
7 Lessons From Riot CFO Mark Sottosanti, Including How Arcane Season 2 Effectively Broke Even↗Gaming · Media
Saastr
The Top 10 Mistakes I See In The CRO / VP of Sales Hiring Process↗Market · Enterprise
Lenny's Newsletter
“Claude cuts my TikTok”: How this creator is scaling video with AI | Brooke Lacey↗Media · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Case for Value and Momentum↗Market
Menlo
Talk of the Town: Menlo Is Co-Leading Town’s $108M Series B↗AI · Enterprise
Akash Bajwa
The Founder Hiring Playbook↗Market · AI
USV
Tolan↗AI · Consumer
A Wealth of Common Sense · Ben Carlson
15 Year Stock Market Returns↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Goodbye AI Bubble, Hello Real Economy↗AI · Market
Amplify Partners · Sunil Dhaliwal
Welcoming Madelyn Heart to Amplify Bio↗Market · Bio · AI

Sunday, 18 October 2026

6 pieces
Investing in AI · Rob May
Beyond The GPU: Second Order Thinking In AI Infrastructure↗Infra · Climate · Industrials
Guru Chahal
Weekly Technology Digest — October 18, 2026↗AI · Infra · Semis
Saanya Ojha
🧾 Weekly Wrap Sheet (10/16/2026): Brains, Boundaries & Black Boxes↗AI · Enterprise · Security
Tomasz Tunguz · Tomasz Tunguz
What if They're All Clouds?↗Infra · Enterprise
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore↗Market · Enterprise · AI
Lenny's Newsletter
Inside the black box of AI: How AI models actually think | Emmanuel Ameisen (Anthropic)↗Infra

Saturday, 17 October 2026

10 pieces
A16Z Crypto
Money for machines↗Crypto · Fintech · AI
A16Z Crypto
Money for machines↗Crypto · Fintech · AI
Earnest Sweat
Checking Accounts↗Deals
Abraham Thomas
The Efficient Venture Markets Hypothesis↗Market · AI
Saastr
Cloudflare Cut 20%. Atlassian Cut 10%, Mostly Engineers. Bending Spoons Cuts Up to 75%. All Three Are Growing Faster or Earning More. So How Lean Can B2B Teams Really Get?↗Enterprise · AI
Kyle Harrison
Making Stuff Up 2.0↗AI · Market
Lenny's Newsletter
🧠 Community Wisdom: PRDs for agents, tracking competitor messaging, whether software moats still exist, exercising startup options when you leave, and more↗AI · Market
BIG by Matt Stoller · Matt Stoller
How the Fed Is Quietly Inflating the AI Bubble While Hiking Your Electric Bill↗AI · Climate
Ed Sim
What’s 🔥 in AI/Infra/VC #520↗AI · Security · Infra
Deconstructor of Fun
What Makes Turkish Founders Excel Is What Holds the Ecosystem Back↗Gaming · Market

Friday, 16 October 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
What’s the Right Level of Interest Rates For the Economy?↗Banking · Built World
Radical VC
Beyond the Scoreboard: How Mantic Turns Forecasts into Decisions↗AI · Data
Saanya Ojha
Cats, Cars, and the Case Against Chaos↗Infra · AI
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