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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

Saturday, 10 October 2026

1 pieces
Sequoia
TypeSafe: The Jevolution↗Infra · DevTools

Friday, 9 October 2026

21 pieces
A Wealth of Common Sense · Ben Carlson
The Winners & Losers of Higher Interest Rates↗Banking
Making Connections by Jax · Jax Vullinghs
Credibility is the scarce resource↗AI · MarTech
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis
Saanya Ojha
Please Be Nice to Claude↗AI · Market
Turner Novak
🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures↗AI · Robotics · Defense
Newcomer · Eric Newcomer
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗AI · Infra
A16Z
This Week in Charts: Are Prediction Markets Politically Biased? ↗Crypto · Data · Infra
Madrona Ventures
Highlights From the 2026 IA40 Summit: Harnessing the Value of AI↗AI · Infra · Enterprise
A16Z
Investing in TypeSafe AI↗Infra · DevTools
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2026 IA40 Summit↗AI · Infra · Enterprise
AlleyCorp
AlleyCorp in Q3: CEO Summit + Valar, Valon and Thyme Care Raises↗Market
99% Derisible · Yoni Rechtman
Data beyond brokerage↗AI · Data · Market
Sammy Abdullah
SaaS Multiples Continue to Show a Premium for Growth Over Profitability↗Enterprise
David Teten
Are you a supervoter?↗Gov
Saastr
It Takes 12 Years to IPO. Then Another 2-3 for Your VCs to Get Liquid. And Founders Can Generally Only Sell About ~4% a Year.↗Market
Eclipse · Seth Winterroth
Built for the Compute Ownership Era↗Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 10.9.26 - Cache Is the New Egress↗AI · Infra
Not Boring · Packy McCormick
Weekly Dose of Optimism #214↗Industrials · Defense · Bio
First Round Review
References are the most underrated tool in hiring↗HR
Kwokchain · Kevin Kwok
Abstract Warfare: How TSMC Made Its Own Market↗Semis · Infra
EM Cap
Arcee AI on Why Open-Weights Are a National Bet, Not a Business Model↗AI · Infra

Thursday, 8 October 2026

18 pieces
Andrew Ziperski
Unburdened By What Has Been↗Market · AI
Antler
Beyond the Wrapper: Google Cloud and Antler on Building AI-Native Startups in EMEA↗AI · Market
Investing in AI · Rob May
AvePoint: The $15 Feature That Could Eat a $3B Company↗Enterprise · AI
A Wealth of Common Sense · Ben Carlson
Better Investment Right Now: Stocks or Bonds?↗Market
Lightspeed Venture Partners Blog
Adil Haque↗Market
Newcomer · Eric Newcomer
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.↗Market · AI
Joe Lonsdale
Ep 165: OPM Director Scott Kupor on Shrinking Government, Bringing Merit Back, and Why America’s Best Minds Should Join the U.S. Tech Force↗Gov · Market
Earnest Sweat
The Pitch Count↗Market
Saastr
20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors↗AI · Enterprise · Market
Sammy Abdullah
Q3 2026 SaaS Multiples Jump↗Enterprise
Phin Barnes
The Executive Search Operating System↗HR · Market
Saastr
5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue↗Enterprise · DevTools · Infra
A16Z
You Need a New CFO↗Enterprise · AI
USV
The Next Chapter of USV↗AI · Infra · Market
The Sociology of Business · Ana Andjelic
In the spotlight: Sue S. Chan↗Travel · MarTech
David Talpalar
Every Company Must Be in Build Mode. Always.↗Market · AI
The Micromobility Newsletter · Team M
75 Systems, 87% Docked: How Latin America's Micromobility Rode Out the Scooter Exit↗Mobility · Marketplace
Nathan Benaich · Nathan Benaich
The State of AI Report 2026↗AI · Infra · Market
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