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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

Tuesday, 28 April 2026

6 pieces
Heartcore
🔐 Heartcore Insights
Deconstructor of Fun
Supercell's Puzzling Gamble, Scopely’s War on Clones, and the Royal Kingdom Problem
Alfred Lin
A New Token Rule For Engineering Leadership
Evan O'Donnell
Three Theses
Tomasz Tunguz · Tomasz Tunguz
The Three Questions in AI Sales
Feld Thoughts · Brad Feld
The River

Monday, 27 April 2026

22 pieces
Obvious
How I Got to Now: James Joaquin
Tanay Jaipuria · Tanay Jaipuria
To Train or Not to Train
Saastr
The First 44 Speakers for SaaStr AI Annual 2026: The Founders and Operators Actually Shipping AI at Scale
Ethan Batraski
Claude Code Shows Why the Best Model Does Not Always Win
Climate Tech VC
🌎 The road report, from SF to Shenzhen to Spain #293
Lenny's Newsletter
🎙️ This week on How I AI: GPT 5.5, Claude Design, and GPT Images 2.0 hands-on reviews—plus an inside look at Memelord
Sammy Abdullah
Q4 2025 Payback Period in SaaS Continued Excellent Trend
Brian Sugar
Talk to Me, Arthur.
Sequoia
Partnering with Ineffable Intelligence: A Superlearner for the Era of Experience
Saastr
Why We Pay Salesforce 83% More Than Last Year. But Stopped Using Notion Entirely. The AI Agent Seat Problem Is Real.
The Micromobility Newsletter · Team M
VanMoof Returns to UK with S6 Relaunch
Minutes
The Cardamom Game
Saastr
Gartner: Software Spend Now $1.44 Trillion in 2026, Revised Back Up to 15.1%. The Slowdown Never Came. Are You Grabbing That Budget?
Lenny's Newsletter
From a $6.90 newsletter to $3M API: How a non-coder built Memelord | Jason Levin
The Sociology of Business · Ana Andjelic
What Rick Rubin and Duomo have in common
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Consternation About Concentration
Akash Bajwa
Evals with Alec Barber, OpenAI
Alfred Lin
A New Token Rule For Engineering Leadership
Sequoia
Partnering with Ineffable Intelligence: A Superlearner for the Era of Experience
Who is Nnamdi? · Nnamdi Iregbulem
Tokens Aren't Fungible
Who is Nnamdi? · Nnamdi Iregbulem
The Measurability Gap in Venture Capital
Tomasz Tunguz · Tomasz Tunguz
GPU Spot Prices Surge 114% in Six Weeks

Sunday, 26 April 2026

12 pieces
Youssef Kalad
Saying Goodbye to Mi Bella
Chamath Palihapitiya · Chamath Palihapitiya
SpaceX’s $60B Cursor Option
Saanya Ojha
🧾 Weekly Wrap Sheet (04/24/2026): Design, Delegation, Dependency & Deployment
Saastr
10 Things You’ll Know How to Do With AI After SaaStr AI Annual 2026. That You Can’t Do Today
Aashay Sanghvi
Haystack: New Funds, New Era
Semil Shah
New Funds For Haystack
Nikunj Kothari
The Mess Is the Work
Saastr
Top 10 Takeaways from The Agents #002: Lazy Agents, Stealth Churn, and Why 60% Solutions Are Dead
Jessie Harris
​​The Four-Legged Gold Rush
A Wealth of Common Sense · Ben Carlson
An All-Time Bull Market
Lenny's Newsletter
Snapchat CEO: Why distribution has become the most important moat | Evan Spiegel
Investing in AI · Rob May
The End of The Funnel: Why HX Is The Next Big Design and Investment Frontier
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