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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

Wednesday, 14 October 2026

40 pieces
A16Z Crypto
How far crypto has come, and what comes next↗Crypto · Gov
A16Z Crypto
How far crypto has come, and what comes next↗Crypto · Gov
Lightspeed Venture Partners Blog
Zaria↗Fintech · Banking
Antler
Why we invested in Cloop↗Enterprise · AI
Antler
Why we invested in Ninopay↗Fintech
Antler
Why we invested in Sonura↗AI · Media
Antler
Why we invested in Lir Labs↗Climate · Industrials
Antler
Why we invested in Picnic↗Enterprise · DevTools
Antler
Why we invested in siliXon↗AI · DevTools · Semis
Lightspeed Venture Partners Blog
Keith Dallara↗Market
Lightspeed Venture Partners Blog
Emily Barron↗Market
Investing in AI · Rob May
Arm Holdings (ARM): The Royalty Machine Meets the AI Data Center↗Semis · Infra
Lightspeed Venture Partners Blog
AI for the Real Economy: Our Series A in Zenzap↗Enterprise · AI
Equal Ventures
Reflections from Shoptalk: the agents are coming?↗Retail · AI · MarTech
Madrona Ventures
What Founders Should Know About AI Legal Risk Before They Ship↗AI · Legal
Antler
Freshcon↗AgFood · Consumer
Antler
HouseEazy↗Built World
First Round Review
Permission to Think For Yourself: Inside the Thiel Fellowship’s Early Years↗Market · Edu
Conor Witt · Conor Witt
The Data Tapes Edition #54↗Banking · Fintech
Lightspeed Venture Partners Blog
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking
Sammy Abdullah
SaaS Solution Selling Done Right↗Enterprise · Market
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy P&C Insurance Before It Destroys Humanity?↗Insurance · Security · AI
Saastr
Want to Steal a Customer From a Competitor? Ask Them What It Would Really Take↗Enterprise · MarTech
A16Z
Winning the Relay Race: Long-Running Agents in High-Value Customer Journeys↗AI · Enterprise
Abe Murray
Get Your Tickets to DTNY 2027!↗Market
Antler
Navana.ai↗Infra · AI
Antler
Dodo Payments↗Fintech
Antler
Navo↗Retail · AI
Antler
Uncharted AI↗Materials · Climate · Robotics
Antler
Mandrake Bio↗Bio · AgFood · AI
Lenny's Newsletter
Meta’s new ‘Muse Wonder’ model: good for AI agents, bad for design↗AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Higher Rates Worse Than ZIRP?↗Market
Venture Unlocked · Samir Kaji
Oren Zeev on why to stay small and solo, and the nature of AI investing today. ↗Market · AI
Pear
Announcing Pear Fund V: $333M to back founders before it’s obvious↗Market
Antler
Armory↗Defense · AI
Antler
Aspera Industries↗Defense · Robotics
Antler
Green Aero↗Defense · Robotics
Saastr
Planning Your 2027 Event Calendar? Our Top 9 Sponsors Averaged 957 Leads at SaaStr AI Annual. And Next Year Will Be Even Bigger↗Market · AI
Antler
Bazaar Now↗Retail · Marketplace
Collaborative Fund
2026 Collaborative Fund Associate Program: Apply Now↗Market
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