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MON 26 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 & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 26 June 2026

7 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #199
Pat McGovern
Deployment Is All You Need
Saastr
20VC x SaaStr: Google Loses Two Generational Scientists in 48 Hours, the $725B Question Wall Street Is Finally Asking, and Why #3 in AI Is a Death Sentence
Saastr
How HappyFox Closed $1M in Expansion on a $20 AI Agent Spend with CEO Shalin Jain
Cathay
UpDoc: The Future of Autonomous Clinical Care
Brian Sugar
Om Malik, 1966 to 2026
Tomasz Tunguz · Tomasz Tunguz
What If There Is No Moat Yet?

Thursday, 25 June 2026

28 pieces
Nikunj Kothari
the Series A squeeze
Hunter Walk
Let’s Learn Together: Financial Tools Startup Ambrook Spent Six Weeks Helping Their Entire Team…
Hunter Walk
Let’s Learn Together: Financial Tools Startup Ambrook Spent Six Weeks Helping Their Entire Team Adopt AI. And Now They’ve Open Sourced the Materials
Making Connections by Jax · Jax Vullinghs
Frontier: What we built to assess 500 applications in 3 weeks
A16Z Crypto
Prediction markets just posted their third straight record-setting week
Harlem Capital
Inside Dorm Room Fund: How to Invest First in 8 Unicorns
Saanya Ojha
Open Weight, Heavy Impact
Newcomer · Eric Newcomer
CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages
USV
The Rebel Alliance↗AI · Infra · DevTools
USV
The Rebel Alliance
Turner Novak
🎧🍌 Why Pre-Seed Investing Has Never Been Harder | Charles Hudson, Precursor Ventures
Saastr
What VCs Are Hunting Today: $100B in 10 Years
A16Z
NASA’s Artemis II Mission
A Wealth of Common Sense · Ben Carlson
$150,000 or $1.5 Million or $5 Million
Abe Murray
AlleyCorp Deep Tech | June 2026 Newsletter
Insight Partners
Insight Partners Announces 2026 CIO Council
The Micromobility Newsletter · Team M
Lime S1 Update: Implied Valuation at $1.5-1.7 Billion
A16Z
Investing in Netris
Saastr
Amjad Masad and Me at SaaStr AI 2026: The Agents We Actually Built, and What Replit’s Founder Thinks Comes Next
Scott Hartley
Traditional vs. Thin Companies
Melody Koh · Melody Koh, Partner @ NextView
Wrapping the Unpredictable Genius
First Round Review
How Supabase became the essential infrastructure for the AI era | Paul Copplestone (Co-founder, CEO)
Saastr
Booking.com for Business Shipped a Free Expense Tool in 6 Weeks. Don’t Copy the Tool, Copy the Sequence.
Ascend
Seattle's Shadow C-Suite
Cathay
Behind the Term Sheet: Theker Robotics’ $85M Series A
OpenVC.app
An LP take on VC portfolio construction
Tomasz Tunguz · Tomasz Tunguz
Full Sail on Asynchronous Inference
Multicoin Capital
Hyperliquid (HYPE) Analysis & Valuation

Wednesday, 24 June 2026

5 pieces
Tanay Jaipuria · Tanay Jaipuria
Build the Agent or Power the Agent?
Vickram Pradhan
Some of you may die
Earnest Sweat
The Binary Outcome Trap
Amir Kabir
Edition 51 | 2026 — Insurance Wasn’t Built for Autonomous Systems
NextView VC
VC’s Capitalization Strategy Moment
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