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MON 26 OCT 2026 · 136 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, 9 June 2026

7 pieces
Charles Hudson
What is Software Worth when Everyone Writes Software?
Medha Agarwal
How Bigger ACVs Are Bringing Direct Sales Back To Vertical AI
Lenny's Newsletter
Essential books for product builders—part 2
Ben Yoskovitz
How I Ship Real Software with Claude Code (Without Being a Developer)
Saastr
Why It’s So Hard for Older B2B Leaders to Compete in AI: Your Customers Can Do A Lot in Claude for $20-$200/Month. And You’re Paying $1.00 Per API Call For the Good Stuff.
Stratechery
The iPhone’s Last Stand
Alfred Lin
The Last 10%

Monday, 8 June 2026

26 pieces
Newcomer · Eric Newcomer
VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotes
Feld Thoughts · Brad Feld
Phil Weiser For Colorado Governor
Brian Sugar
The Lineup Is Not the Company
Obvious
Biological Awareness
Saanya Ojha
The Capitalist's Conscience
Venture Upward · David Beisel
The Three Mistakes
Nkechi Iregbulem
Uncovering Secrets
Youssef Kalad
Reimagining healthcare education and upward mobility.
Climate Tech VC
🌎 Mike Schroepfer, ex-Meta CTO, chats $250m for climate & atoms #299
Lenny's Newsletter
🎙️ How I AI: Gemini Omni: Clone yourself with AI in under 15 minutes & Shopping with Claude
Sammy Abdullah
8 Big Themes on AI from 40+ SaaS Earnings Calls
Deconstructor of Fun
Grand Games from 0$ to $500M in Two Years 
The Micromobility Newsletter · Team M
Berlin, That Was Something!
Saastr
When the Agents Pick: The B2B Categories AI Agents Don’t Need
Harlem Capital
From Fellow to Full-Time: Akhila Thota Joins Harlem Capital as Senior Associate
Not Boring · Packy McCormick
Expanding the Radius of Daily Life
Saastr
Building AI Agents That Actually Work: Lessons from Jason Lemkin, Jeanne DeWitt Grosser (Vercel), Amelia Lerutte & Amjad Masad (Replit)
Lenny's Newsletter
Shopping with Claude: How to find quality brands, automate returns, and buy things that last 100 years | Nicole Ruiz
The Sociology of Business · Ana Andjelic
The "Backrooms" Shocker
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Diversification in Private Assets
Michael Greeley
Florida: Let the Sunshine In…
Saastr
Dear SaaStr: What’s Really Changed in GTM in 2026?
Saastr
Three Quotes in Seconds, Inside the Pricing Rules: How Nue Built Deterministic AI Into Salesforce-Native CPQ
Akash Bajwa
From electrons to inference with Crusoe's Erwan Menard
Coin Labs · Don Richard
On Product Judgment
Alfred Lin
The Last 10%

Sunday, 7 June 2026

7 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Counterfeit Bug in Zcash found via Opus 4.8
Saanya Ojha
🧾 Weekly Wrap Sheet (06/05/2026): Prospectuses & Platforms
Saastr
Top 10 Takeaways from The Agents #006: The Numbers Behind Our Full Go-To-Market Agent Stack
Jessie Harris
The Protein Predicament
A Wealth of Common Sense · Ben Carlson
Young People Like Stocks
Lenny's Newsletter
Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era | Tony Fadell
Investing in AI · Rob May
Should The Government Take Stakes In Frontier Labs? The Best and Worst Idea in AI
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