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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

10 pieces
Collaborative Fund
2026 Collaborative Fund Associate Program: Apply Now↗Market
makers + builders · Parul Singh
7 Days to $100M, 5 Days to Free ↗AI · Infra
Feld Thoughts · Brad Feld
Gell-Mann Amnesia, Without the Amnesia↗Market · Gov
Guru Chahal
AI's Next Frontier: Learning from Experience↗AI · Infra
Youssef Kalad
“American Doctor” and the man who sweeps the collapsed building floor↗Health · Gov
Eclipse Capital
Starting From Scratch↗Deals
Lightspeed Venture Partners · Aaron Frank and Kat Zhang
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking · Crypto
Lightspeed Venture Partners · Tal Morgenstern
AI for the Real Economy: Our Series A in Zenzap↗AI · Enterprise
Alumni Ventures
The Rise of AI-Native Services: Why the Next Generation of Software Will Sell Outcomes, Not Tools↗AI · Enterprise
Accel
Modal: Building the Compute Platform for the AI Era↗Infra

Tuesday, 13 October 2026

30 pieces
Battery Ventures
How Letter AI is Solving Sales Enablement’s Oldest Problem | The Founder Formula↗MarTech
Tanay Jaipuria · Tanay Jaipuria
The Rise of DeployCos↗AI · Enterprise
Harlem Capital
Clean Power, Delivered by Sea: Our Investment in Bluecore Energy↗Climate
Collaborative Fund
Collaborative Fund Conversations: Matt Sonsini↗Market
A Wealth of Common Sense · Ben Carlson
Is It Time to Rebalance Your Portfolio?↗Market
Annelies Gamble
Manufacturing Is a Jenga Problem↗Industrials · AI
Saanya Ojha
Meta Joins the Frontier Club↗AI · Consumer
Radical VC
How Agentic Activity Changes the Risk Equation↗Security · AI
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗AI · Infra · Semis
Battery Ventures
How AI is Turning ERP Incumbency from an Asset to a Liability↗Enterprise · AI
Greycroft.com
Workday to Acquire C1.ai, a Leading Agentic Identity Platform for People and Agents↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Price War in the Chip Aisle↗Infra · Semis
Sammy Abdullah
Autopsy of a Venture Backed Company↗Market
Tomasz Tunguz · Tomasz Tunguz
The Theory 2026 AI Survey Results↗AI · Enterprise
Climate Tech VC
🌎 Q3 roundup ft. mega deals, nuclear listings, and more #317↗Climate · Infra
Saastr
The #1 Sign Your New CRO, CMO, CCO, CTO Will Fail: They Aren’t Doing It Themselves↗Market · Enterprise
A16Z
The $108 Billion AI Opportunity for Specialty Practices↗Health · AI
QED
Rabbet’s moat in real estate development software↗Built World · Fintech
Better Tomorrow Ventures
Building Agents: Panel with Jean-Denis Greze (Town) & George Kurdin (Monk)↗AI · Enterprise
Carried Away
The Coverage Math↗Market
The Sociology of Business · Ana Andjelic
The access inflation↗Media
NextView VC
Seed Valuations Are Like Schrödinger’s Cat↗Market
Lenny's Newsletter
How to tell if a startup has a moat ↗Market
Not Boring · Packy McCormick
Runway: Learning From Watching the World↗AI · Infra · Media
Ben Yoskovitz
Systems Thinking Needs a Scorecard↗AI · Enterprise
Saastr
Private Equity Fundraising Is Down for the Fourth Year in a Row. Selling Your B2B Company to PE Got Harder Again in 2026↗Market
Michael Greeley
What, Me Worry?↗Infra · Market
Meritech
Meritech Software Pulse | 09-October-2026↗Enterprise · AI
Continuations · Albert Wenger
Philosophy Mondays: How to Live a Good Life at The Spark of Hudson↗Market
Alumni Ventures
From Vision to Venture: A Founder's Perspective on the Next Era of Productivity↗Market
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