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MON 26 OCT 2026 · 154 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, 15 May 2026

4 pieces
A16Z Crypto
The law was built for companies. The future may run on networks.
Feld Thoughts · Brad Feld
The Cognitive Sport of Building Startups
A Wealth of Common Sense · Ben Carlson
50 Years of Stock Market Returns
Tomasz Tunguz · Tomasz Tunguz
The First Derivative of Inference

Thursday, 14 May 2026

36 pieces
Earnest Sweat
The House (of Brands) I'm Building
Making Connections by Jax · Jax Vullinghs
Building Evals that Work
Naithan Jones
A Beautiful Death
Nkechi Iregbulem
Investing in Furientis
Earnest Sweat
How Denmark Built a Big-Tech Future From a Small-Country Base
Earnest Sweat
A New Playbook for Deep Tech Fund Investing
Earnest Sweat
Aligning Capital With Community Impact
Earnest Sweat
Rethinking the Venture Co-Investment Playbook
Earnest Sweat
The Allocator’s Checklist: How LPs Size Up Managers
Earnest Sweat
Power Laws, Secondaries, and Staying Consistent: StepStone’s VC Framework
Earnest Sweat
DDQ: Founders, Fraud & ‘Fake It Till You Make It’
Earnest Sweat
How to Separate Yourself When Everyone Has the Same Deck
Earnest Sweat
Built for Venture: Problem-Solving Meets People Work
Earnest Sweat
The New Rules of Venture: What Next-Gen LPs Should Know First
Earnest Sweat
Inside VenCap’s Data-Driven Playbook for Venture Returns
Earnest Sweat
SWA’s Best of 2025 (Part 2)
Earnest Sweat
SWA’s Best of 2025 (Part 1)
Earnest Sweat
From Consumer Insights to AI Upside: How LPs Win in the New Economy
Earnest Sweat
Rethinking Fundraising: What LPs Really Value
Earnest Sweat
The Venture Compass: Authenticity, AI, and the Power of Congruence
Earnest Sweat
DDQ: Due Diligence, Debate, and Differentiation: A Deep Dive Into Venture Capital
Earnest Sweat
Compounding Capital Across Cycles: A Masterclass in Venture Allocation
Earnest Sweat
Simple, Not Easy: The Mindset Behind Sustainable Wealth
Earnest Sweat
Navigating the Supercluster: Finding Signal in Venture’s Noise
Earnest Sweat
The Human Side of Venture: Lessons from a Pastor-Turned-LP
Earnest Sweat
Cycles, Convergence, and Capital: Investing Wisdom from Six Continents
Earnest Sweat
Backing the Next Generation: GP Seeding and Co-Investment Insights
First Round Review
“AI-Powered” Isn’t a Position
Sammy Abdullah
AI is Increasing Software’s TAM
Saastr
We Haven’t Had a Great CS Experience in Years. But Our FDEs Have Been Incredible.
A16Z
From “System of Record” to “System of Intelligence”
My Climate Journey · Jason Jacobs
New Mexico's $72B Bet on Clean Energy
The Micromobility Newsletter · Team M
See Who’s Speaking at Micromobility Europe 2026🎙️
David Talpalar
The Case for Investing in Lending AI Tools
Jamie Tomalin
The Case For Hardware-Enabled Software
A16Z
Investing in Stitch
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