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TUE 27 OCT 2026 · 149 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

Monday, 4 May 2026

9 pieces
Saastr
We Just Crossed 1,000,000 Startup Valuations on Our Free SaaStr.ai VC Tools
Turner Novak
🎧🍌 How a Hillbilly in Nevada Bootstrapped a $140M ARR Manufacturing Company | Jim Belosic, SendCutSend
Lenny's Newsletter
The internal AI tool that’s transforming how Stripe designs products | Owen Williams
The Sociology of Business · Ana Andjelic
Paying the price
Deconstructor of Fun
Why Apps Are Beating Games for Investments
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Animal Spirits Live with F/m Investments
Akash Bajwa
Inside Intercom's AI-Native Journey: Brian Scanlan
Alfred Lin
The Long Becoming
Nathan Benaich · Nathan Benaich
State of AI: May 2026

Sunday, 3 May 2026

10 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (05/01/2026): Compute, Capture & Capex
Kiera Klinsky
The Surface Area for Luck
Saastr
Why Does No One in AI Have Support?
Chamath Palihapitiya · Chamath Palihapitiya
Meta Reserves 1 GW of Space Solar
Jessie Harris
Liquid Luxury
A Wealth of Common Sense · Ben Carlson
Higher Gas Prices
Lenny's Newsletter
Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)
Investing in AI · Rob May
My Investing in AI Book Chapter 2: AI Isn't Solved Yet
Euclid Ventures
Verticals Podcast — Start Here
Tomasz Tunguz · Tomasz Tunguz
All the AI You Need for 8 Ads per Day

Saturday, 2 May 2026

9 pieces
Lenny's Newsletter
🧠 Community Wisdom: Claude Code tips for ADHD users, resources for managing up, going from corporate to startup, tiring of being your company’s AI evangelist, and more
Investing in AI · Rob May
An AI Analysis of Qualcomm: The Edge Is Where AI Will Live
Kyle Harrison
The Anduril Thesis
Saastr
The Simplest Way to Make Your Product More Agentic This Month? Make Sure Your API Is Actually Agent-Friendly. It Probably Isn’t.
Stage 2
How Should My AEs Be Using AI in Live Deals?
Ed Sim
What’s 🔥 in Enterprise IT/VC #496
Ed Sim
What’s 🔥 in Enterprise IT/VC #496
Ed Sim
What’s 🔥 in Enterprise IT/VC #496
Sammy Abdullah
Where SaaS Founders Meet the Investors Looking for Them

Friday, 1 May 2026

12 pieces
NextView VC
After the Wire
Crucible Capital
CPUs are the Bottleneck - and Branching is the Unlock
A Wealth of Common Sense · Ben Carlson
Half a Million Dollars
Feld Thoughts · Brad Feld
Burn Bright, Not Out
Alex Lazarow · Alex Lazarow
The Plaid Co-Founder Who Goes To Kinshasa To Find His Best Ideas
Will Ventures
The Anti-Slop Thesis
Saastr
Atlassian and Twilio Crush the Quarter, Accelerate. Is the SaaSpocalypse Over?
Net Interest · Marc Rubinstein
Money for Nothing
Climate Tech VC
🌏 An insider’s look at China’s Climate Capital Stack
Euclid Ventures
The Dark Marketplace
Memory Leak
Memory Leak — #48
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The AI Stack in 2026
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