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SUN 25 OCT 2026 · 147 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

Tuesday, 13 October 2026

5 pieces
Who is Nnamdi? · Nnamdi Iregbulem
Valuations Need a Correction ↗Market
Nnamdi Okeke · Nnamdi Iregbulem
Valuations Need a Correction↗Market
Felicis Ventures
Power Player↗Infra · Climate
Accel
AI That Knows What Your Team Knows↗Enterprise · AI
QED Investors · Amias Gerety
Rabbet's moat in real estate development software↗Built World · Enterprise

Monday, 12 October 2026

17 pieces
Sierra Ventures
President of Cisco, Jeetu Patel, on How Trust Is the Unlock for the Agentic Enterprise↗AI · Enterprise · Security
Guru Chahal
The Changing Economics of AI Infrastructure↗Infra · Semis
Saastr
The Latest SaaStr AI Agent Playbook for GTM Is Out: Everything We’ve Learned Running SaaStr on 3 Humans and 21+ AI Agents, In One Handy Guide↗AI · Enterprise · MarTech
The Micromobility Newsletter · Team M
See Who’s Speaking at Micromobility America 2026🎙️↗Mobility
Lenny's Newsletter
🎙️ How I AI: How Meta designed Muse with Alex Cornell↗AI · Media
Hunter Walk
Why There Will Be More Pro Rata Conflicts↗Market
Saastr
Our AI Agent Picked Render Over Railway and Vercel. I’d Barely Heard of It. That’s How You Get Leads in The Agent Age.↗AI · DevTools · MarTech
Sammy Abdullah
The 15 Themes on AI from SaaS Earnings Calls↗Enterprise · AI
A16Z
Welcome Col. Jeffrey Glover and Greg Barbaccia↗Gov · Defense · Security
Deconstructor of Fun
How Top Studios Should Allocate Their AI Budgets↗Gaming · AI
Lenny's Newsletter
How Meta designed Muse: an AI agent people actually want to talk to | Alex Cornell (Design Director)↗AI · Consumer
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Will AI Debt Cause a Recession?↗Banking
AVC · Fred Wilson
The Short King Is Dead, Long Live The Short King↗Market
Akash Bajwa
Capital Stacks For Atoms↗Climate · Industrials · Defense
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: AI Cockroaches Scurry Out from Under Nvidia, the Most Valuable Company in the World↗Infra · Semis
Dynamo VC · Santosh Sankar
Dynamo Dispatch (2026/10/12)↗Mobility · Climate · Industrials
Tomasz Tunguz · Tomasz Tunguz
Sales in the Age of AI↗AI · Enterprise

Sunday, 11 October 2026

8 pieces
Continuations · Albert Wenger
The Right to be Represented by an Agent↗AI · Gov
Saanya Ojha
🧾 Weekly Wrap Sheet (10/09/2026): Minds, Money, Math & Morality↗AI · Market
Euclid Ventures
Why Your Voice AI Agent Isn’t Enough↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
Betting on Hope↗Market
Investing in AI · Rob May
AI Progress Is Stalling. Now Is The Best Time To Invest.↗AI · Enterprise
Saastr
Jason’s Takes on This Week’s 20VC: Loyalty Changed for Good, Agents Now Pick Your Vendors, and When to Take the $2 Billion↗Market · AI · Enterprise
Lenny's Newsletter
Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)↗AI · Enterprise
Cowboy VC
The Emerging Vertical AI Landscape, And Our Vertical AI Market Map↗AI · Market

Saturday, 10 October 2026

10 pieces
BIG by Matt Stoller · Matt Stoller
How Pharma Middlemen Turned the Federal Trade Commission into the Failed Trade Commission↗Health · Insurance
A16Z Crypto
How close is AI to breaking cryptography?↗Security · Crypto · AI
A16Z Crypto
Can AI really break cryptography? Experts weigh in↗Security · Crypto · AI
Kyle Harrison
The Death of Venture Capital’s Short Kings↗Market
Saastr
Atlassian’s Head of AI: We Bolted AI Onto 20+ Apps, Almost Didn’t Ship Chat, and Flipped Our Hiring Toward Juniors↗Enterprise · AI
Stage 2
Your Churn Problem Started in the Comp Plan↗Enterprise · MarTech
Lenny's Newsletter
🧠 Community Wisdom: Community Wisdom Top Contributors Summer Class 2026 + ML recommendation systems, getting back into product after being fired, deciding when to quit a side project, and more↗Deals
Net Interest · Marc Rubinstein
When Saturday Comes↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #519↗AI · Infra · Market
Saastr
SaaStr AI App of the Week: Remote. The $300M Payroll Platform Your AI Agent Can Run↗HR · Enterprise
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