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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

Friday, 24 July 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
Investing in the Boom Times
Sequoia
America’s Open-Model Paradox

Thursday, 23 July 2026

26 pieces
Michael Dempsey
Beyond Tech’s Power: On Status, Sacrifice, and the Search for Legitimacy
Michael Dempsey
Power, Status, and Legitimacy in Tech
Hunter Walk
I’ve Changed My Mind.
Hunter Walk
I’ve Changed My Mind. Early Stage Venture Funds of $100 Million or Less Should Hold Almost No Reserves for Follow-On.
Newcomer · Eric Newcomer
SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception
Saanya Ojha
Beat, Build, Bleed
Brian Sugar
The Corner Table at The Swiss Hotel
Veridical
ServiceTitan Waited 10 Years. Procore Waited 21. The Next Vertical AI Winners Won't Wait at All.
A16Z
How to Win the Largest Market in AI
Saastr
5 Interesting Learnings from Stripe at $6.8 Billion in Revenue: 33% Growth, 47% Free Cash Flow Margins, and a $53B Bid for PayPal
Turner Novak
🎧🍌 Inside Solana's Plan to Replace Wall Street
Sequoia
Partnering with Etched: Building the Inference Machine
Euclid Ventures
The Open-Weight Unbundling
Ian's Blog: Nominal Returns · Ian Gutterman
State Farm: Is What’s Bad For Agents Good For Policyholders?
Madrona Ventures
Why AI Made Your Buyers Harder to Sell To
Saastr
AI Won’t Kill SaaS. But It Will Kill Vendors That Stopped Shipping. Point Solutions Are Most at Risk.
A16Z
Renting is stressful. Millions of renter conversations tell us why.
Sammy Abdullah
Learnings from the Last Successful SaaS IPO
The Micromobility Newsletter · Team M
A Blockbuster Q2 for Voi: €68.8M Revenue, 47% Growth🚀
The Sociology of Business · Ana Andjelic
In Defense of Brand Myth
Fred Wilson
The Clarity Act
Amir Kabir
Edition 55 | 2026 — The Return of Verification
Steven Sinofsky
241. Distillation Is Not Anti-American, Weaponizing It Is
Tomasz Tunguz · Tomasz Tunguz
Yeltsin in the AI Aisle
Sequoia
Partnering with Etched: Building the Inference Machine
Tomasz Tunguz · Tomasz Tunguz
Yeltsin in the AI Aisle

Wednesday, 22 July 2026

12 pieces
Tanay Jaipuria · Tanay Jaipuria
Bending Spoons S-1 Breakdown
Menlo VC
A Unified OS for Drug Development: Our Investment in Cheiron
NextView VC
The Autonomous Middle
A16Z Crypto
It’s time to pass the CLARITY Act↗Crypto
A16Z Crypto
It’s time to pass the CLARITY Act
A16Z
Travis is Back
A16Z
Unfinished Business
A16Z
Meet the a16z Forward Deployed Engineer Fellows
Shruti Gandhi · Shruti Gandhi
Loop to Graph Engineering for Measuring AI Spend
USV
Obliterate, Don’t Automate↗AI · Market
USV
Obliterate, Don’t Automate
Phin Barnes
We’re Hiring Two Recruiters on our Investment Team
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