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SAT 24 OCT 2026 · 150 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

Friday, 23 October 2026

22 pieces
Saanya Ojha
The Internet Is Not Okay↗Security · AI
Memory Leak
Continuous Integration — A Primer↗DevTools · Infra
NextView VC
The Coverage Math↗Market
A Wealth of Common Sense · Ben Carlson
Markets Are Always Different This Time↗Banking · Market
Brian Sugar
I Just Pulled a Gracie↗Deals
Net Interest · Marc Rubinstein
Capital Wars↗Infra · Banking
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Why Is Every AI Data Company On 🔥?↗Infra · Data
99% Derisible · Yoni Rechtman
Data-native capital is coming↗AI · Data · Market
Turner Novak
🎧🍌 How Oren Zeev Invests $2.7B With No Employees↗Market
Earnest Sweat
In It, Not Of It↗Market
Memory Leak
Memory Leak — #50↗AI · Infra · DevTools
Newcomer · Eric Newcomer
Anthropic’s Pending IPO Has Silicon Valley on the Edge of Its Seat↗Market · AI
A16Z
Patch or Die↗Security · AI
Saastr
The New “Ask Your Developer” Is Ask Your Agent. And It’s The Marketing Battle You Have to Win Now↗AI · Enterprise · DevTools
A16Z
Charts of the Week: Attention is All You Need ↗AI · Infra · Semis
Sammy Abdullah
The VC with the most SaaS IPOs since 2017↗Market
Day by Jay · Jackie DiMonte
Every cycle is unprecedented, this one’s no different↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting↗Security · AI
Not Boring · Packy McCormick
Weekly Dose of Optimism #216↗Health · Bio · Climate
Saastr
The Double Hockey Stick: Why 1% of Your Users Now Drive 75% of Your AI Costs, and What Figma, Clay, and Higgsfield Are Doing About It↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
How Large is the AI Circle?↗AI · Infra
Accel
Zetwerk's IPO: Building India's Universal Factory↗Industrials · Supply Chain · Climate

Thursday, 22 October 2026

18 pieces
Madrona Ventures
AI Is Its Own Attack Surface: Zico Kolter on Securing Agents↗Security · AI
Madrona Ventures
AI Was Supposed to Replace SDRs. The Top Companies Are Hiring More↗MarTech · Market
Saanya Ojha
Meta’s Very Expensive Muse↗AI · Media · Marketplace
Lightspeed Venture Partners Blog
“You can actually have a full organization running with agents and a finance team of two.”↗Enterprise · AI
BIG by Matt Stoller · Matt Stoller
Elon Musk Just Threatened the Coming Democratic Majority↗Gov
Guru Chahal
From Tropos to Warp: Why This One Is Personal↗Bio · AI
Apoorv's notes
Why we invested in Arda↗Industrials · Robotics · Defense
The Micromobility Newsletter · Team M
How the Seated Scooter Found Its Place in US Shared Micromobility↗Mobility
Lightspeed Venture Partners Blog
Why We’re Backing Warp↗Bio · Infra · Robotics
Lightspeed Venture Partners Blog
Noam Neumann↗Market
Lightspeed Venture Partners Blog
Jonatan Bien↗Market
Lightspeed Venture Partners Blog
Guy Weiss↗Market
Lightspeed Venture Partners Blog
Manohar (Mano) Paluri↗Market
Lightspeed Venture Partners Blog
Solomon (Sol) Reisberg↗Market
Lightspeed Venture Partners Blog
DJ Patil↗Market
Lightspeed Venture Partners Blog
Kevin Weil↗Market
A16Z
Meet the a16z Ops Engineering Fellows ↗Market · AI
A16Z Crypto
Introducing a16z Frontier↗Market · AI · Crypto
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