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MON 26 OCT 2026 · 145 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

Sunday, 26 July 2026

3 pieces
Jessie Harris
The Trillion Dollar Marriage Market
Lenny's Newsletter
Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn
Investing in AI · Rob May
Guest Post: The Trillion Dollar Trade Wall Street Is Ignoring

Saturday, 25 July 2026

14 pieces
Hunter Walk
Startup Kool-Aid; Why You’re Making Enough Money but Still Anxious; $100 Million in Odyssey Popcorn…
Hunter Walk
Startup Kool-Aid; Why You’re Making Enough Money but Still Anxious; $100 Million in Odyssey Popcorn Buckets; the World’s Best Fake $50 Bill, +++ [link post]
Not Boring · Packy McCormick
AI is Oil, Not God
Lenny's Newsletter
🧠 Community Wisdom: Staying on a client’s radar during pilot purgatory, pairing Linear with a discovery tool, the limits of what AI can automate, whether Techstars is worth it, and more
Kyle Harrison
Consider The Lillies
A16Z Crypto
3 (more) charts on the tokenized stocks boom↗Crypto · Banking
A16Z Crypto
3 charts on the tokenized stocks boom
Equal Ventures
The Power of Patience
Saastr
Build on the Stack You Have: How Anthropic’s Head of Industries, Atlassian’s Head of AI, and Scale’s Rory O’Driscoll Landed on the Same AI Playbook
Ed Sim
What’s 🔥 in AI/Infra/VC #508
Saastr
Dear SaaStr: When Should We Start Pushing For Multi-Year Contracts?
A Wealth of Common Sense · Ben Carlson
Picking Stocks in a Bloodbath
The Sociology of Business · Ana Andjelic
3 types of brand gravity
Ascend
Seattle's Third Act

Friday, 24 July 2026

23 pieces
Sequoia
America’s Open-Model Paradox
Kojo Osei
There are at least three inference markets
Saanya Ojha
Jensen Joins the Resistance
Peter G Schmidt · Peter G Schmidt
How is Rawlings Worth $2 Billion?
On My Mind · Michael Dempsey
Beyond Tech's Power
Feld Thoughts · Brad Feld
Zero Knowledge: Twenty Chapters In
Lenny's Newsletter
Claude Opus 5 review: this model is brilliant (but annoying)
Net Interest · Marc Rubinstein
PayPal, Declined
Megan Maloney
Spotlight: How Karoo Moved the Needle on Value-Based Care
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 01
BIG by Matt Stoller · Matt Stoller
The Resistance Liberal Lawyers Helping Trump Take Over the Media
99% Derisible · Yoni Rechtman
Open models for open America
A16Z
Charts of the Week: Are Semis Cheap?
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Open Weights, Many Winners
Sammy Abdullah
Key Questions to Ask a VP of Sales Hire
Newcomer · Eric Newcomer
High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
Saastr
We Peaked at 30 AI Agents. Now We’re Coming Back Down to 20. Here’s What Consolidation Actually Looks Like. The Agents #011 Live!
Saastr
You Should Be Collecting At Least 100% Of Your MRR Each Month in Cash. Ideally, 110%+.
Not Boring · Packy McCormick
Weekly Dose of Optimism #203
Clouded Judgement · Jamin Ball
Clouded Judgement 7.24.26 - The World Isn’t Zero Sum
Investing in AI · Rob May
Coherent: The Optical Plumber Of The AI Buildout
First Round Review
How Gamma pulled off their AI pivot | Jon Noronha (Co-founder and CPO of Gamma)
Alex Oppenheimer
Design the Wave. Don’t Just Ride it.
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