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SUN 25 OCT 2026 · 146 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

Friday, 16 October 2026

17 pieces
Lowercarbon
The Fourteen Cent Fire Drill↗Insurance · Climate
Madrona Ventures
Three Traits Shared by Successful Founders & Execs↗AI · Enterprise
Net Interest · Marc Rubinstein
Me and My Agents↗Banking · AI
Saastr
Going Headless: Claudeforce vs. Replit vs. Lovable, Agents Picking Our Vendors, and Two of Our Agents Built Their Own Inbox to Talk Behind Our Back: The Agents #016↗Enterprise · AI · MarTech
99% Derisible · Yoni Rechtman
Venture’s chivalric myths↗Market
Feld Thoughts · Brad Feld
Zero Knowledge: 116 Chapters In↗Media · Market
Newcomer · Eric Newcomer
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗Infra · Climate
Earnest Sweat
You're Not Ready↗Market
Saastr
G2’s 2026 AI Agents Report: Only 9% of Buyers Think Seat Pricing Is Fair, 57% Want Usage-Based, and 74% Will Shop You at Renewal↗AI · Enterprise
A16Z
This Week in Charts: Agents Denied↗AI · Retail · Semis
Sammy Abdullah
Cold Emailing VC↗Market
Clouded Judgement · Jamin Ball
Clouded Judgement 10.16.26 - The Diffusion Gap↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis
Antler
Why we invested in Marco↗Robotics · Infra
Erik de Stefanis · Erik de Stefanis
AI, Owning the OpCo, Who will capture the value?↗AI · Enterprise · Market
Emergence Capital
Selling the Outcome: A Conversation with Gainsight CEO Chuck Ganapathi↗Enterprise · AI
General Catalyst · Jeannette zu Fürstenberg
Building Europe's Hypersonic Deterrent↗Defense

Thursday, 15 October 2026

20 pieces
Lightspeed Venture Partners Blog
doubleAI↗AI · Infra
A Wealth of Common Sense · Ben Carlson
Hedging the AI Trade↗Market
Joe Lonsdale
Ep 166: Eric Glyman on Ramp's Meteoric Growth, Selling Outcomes vs Products, and the Future of White-Collar Work↗Fintech · AI
Guru Chahal
Anthropic Then and Now: Revisiting My Interview with Daniela Amodei↗AI · Market
Saanya Ojha
The Call Will Come From Inside the House↗AI · Security · Enterprise
Simran Suri · Simran Suri
Call Your Own Plays↗Market · Consumer
Saastr
Meta Ships Muse Wonder, Jev Raises $870M 24 Days After Launch, and Anthropic Cuts Haiku 90%: The Top Takeaways From This Week’s 20VC x SaaStr↗AI · Market
Casey Accidental
How PM Work Is Changing in the AI Era ↗Market · AI
Meera Clark · Meera Clark, Partner @ Redpoint
Selling the Work: What Mission Bay Keeps Missing About Main Street↗AI · Enterprise
Saastr
5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days↗Enterprise · Market
A16Z
Wallet Wars↗AI · Fintech
Turner Novak
🎧🍌 Why Stripe’s 1st Employee Just Bought a Bank | Darragh Buckley, Increase↗Fintech · Banking
The Micromobility Newsletter · Team M
Speakers, Partners and an After Party: Micromobility America 2026 Is Taking Shape🎙️↗Mobility · Market
Ashley Brasier · Ashley Brasier
Befriend Your Librarian: Wise advice from Maya Angelou↗Edu
The Sociology of Business · Ana Andjelic
In the spotlight: Cargo Crew↗Retail · Consumer
A16Z
Introducing Securing America’s Infrastructure Foundation↗Security · Gov · AI
Amir Kabir
Edition 67 | 2026 — The Autonomous Factory↗Industrials · AI · Security
BIG by Matt Stoller · Matt Stoller
How Expedia Rigs Travel Markets and Raises Your Hotel Prices↗Marketplace · Travel
M13
The Future of Security is Data Security | Lizzy Nammour, founder & CEO, Teleskope↗Security · AI
Accel
Our Investment in Origin: Bringing Physical AI to the Built World↗Industrials · Robotics · Infra

Wednesday, 14 October 2026

3 pieces
Ashley Brasier
The Estate Sale Boom, and What It Means for Retail↗Retail · Consumer
Newcomer · Eric Newcomer
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗Market · AI
Antler
Why we invested in Plenex↗Insurance · Built World · Industrials
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