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MON 26 OCT 2026 · 132 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, 22 May 2026

16 pieces
Newcomer · Eric Newcomer
Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.
Saastr
Forget “Would You Hire Them Again.” The Real Test Now Is Whether You’d Replace Them With an Agent.
QED
AI is rebuilding wealth management
Better Tomorrow Ventures
1Q26 Newsletter
A16Z
Charts of the Week: Reflections from Sohn
Earnest Sweat
What It Takes to Win With Institutional LPs
Clouded Judgement · Jamin Ball
Clouded Judgement 5.22.26 - The Neocloud Boom
Investing in AI · Rob May
AudioEye and the Accessibility Layer of the Agentic Web
Not Boring · Packy McCormick
Weekly Dose of Optimism #194
Coding VC · Leo Polovets
Deep Tech Companies Are Built Different
Saastr
20VC x SaaStr: Anthropic at $900B, Salesforce Spends $300M on Tokens, SpaceX Files for the Biggest IPO in History, and Why the Tech Lash Is Just Beginning
Feld Thoughts · Brad Feld
How to Rule the World
Nikunj Kothari
The Coddling of the Tech Mind
Kenneth Auchenberg
#crazyideas at Stripe
Tomasz Tunguz · Tomasz Tunguz
Plastic User Interfaces
Tomasz Tunguz · Tomasz Tunguz
Optimizing for Decapitation

Thursday, 21 May 2026

24 pieces
Equal Ventures
Ephemeral Margins in AI-Native Services
Next Big Thing · Nikhil Basu Trivedi
Princeton's Class of 2011
Jamesin · Jamesin Seidel
I asked 8 AI models to predict Knicks Game 2
Making Connections by Jax · Jax Vullinghs
Building Worlds
A Wealth of Common Sense · Ben Carlson
Creating The Perfect Portfolio
Scott Hartley
AI is Enabling Atoms, not just Bits
Maveron
Maveron leads $9M seed round in Kin Health to put patients back at the center of their care
Saanya Ojha
Same Old Nvidia: Beat, Raise, Trade Down
Youssef Kalad
To win people over, tell them what they stand to gain.
Phin Barnes
Brian Lovin (Notion) x Joey Flynn (OpenAI) on the myth of the design founder
Newcomer · Eric Newcomer
SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision
Sequoia
All Systems Nominal – Nominal Spotlight
Conor Witt · Conor Witt
The Data Tapes Edition #45
Sammy Abdullah
5 Big Themes from SaaS Earnings Calls
The Micromobility Newsletter · Team M
China’s 1 Billion Ride Revolution
Fred Wilson
Create Your Own Currency With Flipcash
Saastr
How Anthropic Rebuilt Its Sales Org From Scratch When Demand Went Vertical: 54% of New Enterprise Logos Now Come Self-Serve
A16Z
Flock and the Future of Safety in American Cities
Crucible Capital
The Next Energy Unicorn Will Be a Trading Desk
A16Z Crypto
Finally, finance's digital transformation
Insight Partners
Containing the breach: Elisity and the rise of microsegmentation
Peter G Schmidt · Peter G Schmidt
Building a Playbook
Saastr
The Modern GTM Org in 2026: 20-30% Leaner, 9x Flatter, ~2x More Net New Revenue Per Rep. The Latest from ICONIQ Growth.
David Talpalar
USMCA and the State of North American Supply Chains
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