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TUE 27 OCT 2026 · 154 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

Friday, 17 April 2026

17 pieces
Hunter Walk
Why I Hope I’m Wrong When I Pass on Investing in a Startup
Insight Partners
ScreenPoint Medical Secures $16M to Lead the Next Phase of AI in Breast Cancer Care
Net Interest · Marc Rubinstein
Defying the Surveys
Glenn Borok
Just Build It VC - Episode 3: Melody Koh (NextView Ventures)
Saanya Ojha
OpenAI Does the Boring Sensible Thing
99% Derisible · Yoni Rechtman
All you need is terminal value
Euclid Ventures
How to Compete with Legacy Incumbents
Joe Lonsdale
Ep 150: How AI Is Transforming Diligence, Decision-Making & the Future of Investing with John Melas-Kyriazi
Sammy Abdullah
SaaS Companies Got Much Closer to Rule of 40 in Q4
Newcomer · Eric Newcomer
US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?
Saastr
Why So Many Are Struggling in the AI Era: They Are Shipping 60% Solutions. This Includes Even HubSpot and Figma. And More.
A16Z
It takes too long to do things in the government
A16Z
Charts of the Week: 'Is Tech Cheap, Now?'
Clouded Judgement · Jamin Ball
Clouded Judgement 4.17.26 - Rising Tide, Hidden Risk
Not Boring · Packy McCormick
Weekly Dose of Optimism #189
First Round Review
Scaling DoorDash to market dominance | Christopher Payne (Former COO, DoorDash)
Jamesin · Jamesin Seidel
Validating a GitHub Old Wives' Tale

Thursday, 16 April 2026

23 pieces
Elad Gil
Unicorn Market Cap 2026: SF is the GenAI Super Cluster
Insight Partners
Inside Anjuna’s confidential computing approach to data protection
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #27: Some thoughts
David Teten
Investing in AI-Native Companies
A Wealth of Common Sense · Ben Carlson
How Are Consumers Still Spending So Much?
Investing in AI · Rob May
An AI View of SentinelOne
Saanya Ojha
Anthropic’s Two Frontiers: The Model You Buy and the Model You Fear
Saastr
20VC x SaaStr: “I Don’t Buy Dario Anymore”, Mythos Withheld Over Zero-Days, Meta’s Muse Spark Gets Back in the Game, SpaceX at $2T on 108x Revenue, and Why 60% Agents Are the Slow Death Spiral for Public SaaS
Euclid Ventures
Service-Level Disagreement
CRV Insights
Why We’re Investing in Joyful Health
Saastr
The Top 10 Most Popular Sessions at SaaStr AI Annual 2026 (So Far). May 12-14 in SF Bay!
A16Z
Prediction Markets: They Grow Up So Fast
A16Z
Investing in Ulysses
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - New AI Tools for Startups
Sammy Abdullah
Q4 2025 NDR at SaaS Companies was Strong
Brian Sugar
The CRO Paradox
Collin Wallace
I'm Living My Life One Snapshot At A Time
The Micromobility Newsletter · Team M
Segway Launches MUXI Utility E-Bike
Minutes
Against Cynicism
David Talpalar
Compute in the Age of AI
Saastr
VC in 2026: 75% of All the Money Is Going to Just 5 VC Funds. And To Just 5 “Startups.”
G2VP
AVs Are the New EVs
Earnest Sweat
Consensus Came Too Early
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