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TUE 27 OCT 2026 · 154 new pieces this week

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Select picks in the past month
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

Thursday, 30 April 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Timing Cashflows of Your Sales Commissions and Your Customers

Wednesday, 29 April 2026

20 pieces
Commerce Ventures
The End of the Middleman Economy: How AI Agents Will Disrupt High-Take-Rate Platforms
Saastr
Our Salesforce Bill Went UP 80%, Marketo Can’t Honor Its Own Unsubscribes, and We Stealth-Churned Off Notion: The Agents #003
Saanya Ojha
Move Fast and Track Employees
A16Z Crypto
Can AI agents actually pull off DeFi exploits?
Euclid Ventures
Morgan Livermore at SuperCruise Capital: Software Defensibility 2.0
Newcomer · Eric Newcomer
A Top India Fund Shows One Path for a Different Kind of VC
David Cahn
After Certainty
Grant Gregory
The State of Adventure (Capital)
Saastr
We Vibe Coded Our Own AI VP of Marketing and Customer Success Platform. Two Vendors Just Lost $20k+ Each. And They’ll Never Know Why.
Sammy Abdullah
SaaS Best Practices from IPO’s since 2021
A16Z
Call the Plumber; We’ve Got a Leaky Abstraction
Equal Ventures
Introducing Chord, the Intelligence and Execution Layer for AI-driven Commerce
Saastr
I Need Agentic Email. Claude Said Try AgentMail For a New Project. So I Did. And Never Looked At Anything Else.
Conor Witt · Conor Witt
The Most Important Financial Institution Nobody Talks About Anymore
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Paycheck-to-Paycheck on $500,000
Melody Koh · Melody Koh, Partner @ NextView
The Build-vs-Buy Reset
Antler
Mild panic and saying yes anyway: Why founders should start building before they are ready
Kojo Osei
Tinkering Machines
Tomasz Tunguz · Tomasz Tunguz
The $112 Billion Quarter
Tomasz Tunguz · Tomasz Tunguz
Darwinian Specialization in AI

Tuesday, 28 April 2026

19 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #43
A Wealth of Common Sense · Ben Carlson
The Financial Crisis That Didn’t Happen
Simon Wu
No Moat is Safe Forever - Is the Last Mile Worth $60B?
Annelies Gamble
Building with AI in the Quest for Epistemic Agency
Annelies Gamble
Building with AI in the Quest for Epistemic Agency
Saanya Ojha
Hyperscalers Have Their Cake and Eat It Too
Shruti Gandhi · Shruti Gandhi
Agents broke the security stack
Lenny's Newsletter
Your Couch-to-5K for AI
Nick Chirls
Rough Patches
Fabrice Grinda
A Knight of the Seven Kingdoms: A Return to Storytelling That Actually Works
Saastr
Everyone’s Debating Lines of Code in Vibe Coding. Meanwhile, 14,230 Lines Runs Our Whole GTM.
A16Z
Workday's Last Workday?
QED
The age of agents
Sammy Abdullah
User based pricing has always been flawed
Insight Partners
Inside Semperis: Response and recovery after identity system attacks
Scott Hartley
Not My First Rodeo: Alfie Pearce-Higgins with Jenny Fielding
Saastr
The App Explosion Has Only Just Begun. Yes, We Now Even Have an AI Parking Pass Distribution App.
Ben Yoskovitz
Lean Analytics, Reconsidered
Antler
Building an AI Company with Antler: Prefactor and the Infrastructure Behind AI Agents
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