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MON 26 OCT 2026 · 144 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

Tuesday, 21 July 2026

2 pieces
Tomasz Tunguz · Tomasz Tunguz
AI Engineering Productivity is Anything But Normal
Tomasz Tunguz · Tomasz Tunguz
AI Engineering Productivity is Anything But Normal

Monday, 20 July 2026

27 pieces
Antler
What a VC wants to see in your pitch deck
Battery Ventures
“Know-Your-Candidate” and Other Talent Truisms in the AI Era
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Private Credit’s Next Act
Saastr
5.4M Impressions Driving 11,749 to Their Signup Form: What Advertising on SaaStr.AI Media Actually Delivers
Saanya Ojha
The Wide Open Frontier
Climate Tech VC
🌎 The EU’s cap and trade-offs #305
NextView VC
Beyond the Next Word: Our Investment in Skyfall AI
Pear
Andera: Investing before the idea
Lenny's Newsletter
🎙️ How I AI: How the founder of Morning Brew built a Claude content machine that never runs out of ideas
Sammy Abdullah
What we learned about SaaS from Figma’s IPO
Saastr
The Sub-5% Club: The Terminal State of Software
A16Z
The 7 Hires a Hardware Startup Needs to Get Right
A16Z
Investing in Neo
Radical VC
Putting Frontier Drug Design in Every Researcher’s Hands
The Micromobility Newsletter · Team M
Tesla Launches a Balance Bike for Kids
A16Z
Connor Love
Lenny's Newsletter
How the founder of Morning Brew built a Claude content machine that never runs out of ideas and never sounds like slop | Alex Lieberman
The Sociology of Business · Ana Andjelic
New new rules of brand marketing
Deconstructor of Fun
The Most Honest AI Adoption Story in Gaming
Stratechery
Who’s Afraid of Chinese Models?
Michael Greeley
Mid-Year Venture Capital Report Card…
Akash Bajwa
Sparse By Design
A Wealth of Common Sense · Ben Carlson
4 Big Questions About the Economy
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Video Gamers Rebel Against Sony, Microsoft, and the Digital Millennium Copyright Act
Tomasz Tunguz · Tomasz Tunguz
Open Models Tack Toward the Frontier
Radical VC
Putting Frontier Drug Design in Every Researcher’s Hands
Tomasz Tunguz · Tomasz Tunguz
Open Models Tack Toward the Frontier

Sunday, 19 July 2026

11 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (07/17/2026): Alpha, Answers, Airbags & Apple
Saastr
Jason’s Takes on This Week’s 20VC: The Token Governor, the Net-New-Logo Test, and Why Renewal Stopped Being Safe
Continuations · Albert Wenger
Against Pure Reinforcement Learning & For Grounding AI in Human Knowledge
Charles Hudson
It's All Pre-Series A Now
Investing in AI · Rob May
Chapter 5 of My Investing in AI Book: Expect Market Dislocations
Chamath Palihapitiya · Chamath Palihapitiya
Two questions every CEO should ask about AI
Saastr
What a Great VP Sales Does In Their First Week. Watch For It.
Jessie Harris
The Modern Golf Renaissance
Lenny's Newsletter
Netflix CPTO on AI and the future of product and tech roles | Elizabeth Stone
Alex Lazarow · Alex Lazarow
Tech Is Globalizing. The Money Is Lagging.
Alex Lazarow · Alex Lazarow
Trailer: Tech's Other 99%
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