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WED 21 OCT 2026 · 105 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 ToolsEnergy & ClimateFintechRoboticsManufacturing & IndustrialsMarketing & Sales TechConsumerSemiconductorsCybersecurityBanking & Capital Markets

Wednesday, 21 October 2026

10 pieces
Newcomer · Eric Newcomer
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗Market
Better Tomorrow Ventures
On Risk↗Market · AI
Stratechery
Presented by Stripe↗Fintech · Market
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Updates, Investments, Exits, & Market Trends↗Market
Newcomer · Eric Newcomer
Anduril Investor MVP Ventures Eyes $100 Million Opportunities Fund↗Market
Craft Ventures
Inside Un_prompted: Seven Lessons on Marketing & Growth When Agents Are the Customer↗AI · Market
Melody Koh · Melody Koh, Partner @ NextView
The Denominator↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
The GPU Revenue Ladder↗Infra · Semis
Sequoia
Partnering with Whop↗Market
Sequoia
Partnering with Blacksmith↗DevTools · Infra

Tuesday, 20 October 2026

15 pieces
Annelies Gamble
The Next Bottleneck in AI for Science↗AI · Data
A16Z
Superhuman Hardware Design Is The Easy Part↗AI · Industrials · Robotics
A Wealth of Common Sense · Ben Carlson
Tech People Don’t Know What’s Going to Happen Either↗AI · Market
Michelle Volz · Michelle Volz
Why Homebuilding Startups Might Finally Work↗Built World
Obvious
Why We Invested in Eka Robotics↗Robotics · Infra
Euclid Ventures
You Can’t Vibe-Code a Network↗Enterprise · Market
yCombinator
How Vin Bui became engineer #1 at Nowadays — and started treating it like his own company↗AI · Enterprise
Insight Partners
Behind the Investment: Qualitate↗Enterprise · Data
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate
Saastr
5 Interesting Learnings from Braze at $910 Million in Revenue: A $5.66B Sale to Salesforce, 26% Growth, and Operating Expenses Up Just 6%↗Enterprise · MarTech
Sammy Abdullah
Data from the Most Robust SDR Survey We’ve Seen↗MarTech · Enterprise
Investing in AI · Rob May
Who Owns What AI Makes? An Interview With DeepLaw Founders↗Legal · AI
A16Z
Investing in Eka Robotics↗Robotics · Industrials
8VC
Orchestra Bio is Joining OpenAI↗Bio · AI
Accel
Our investment in Arda↗Industrials · AI · Defense

Monday, 19 October 2026

15 pieces
Radical VC
The Era of Superhuman Forecasting Is Here↗AI · Infra · Security
Supercruise
Record Dollars, Rare Exits↗Market · Enterprise
yCombinator
How Ryder Kemper became employee #7 at Corgi Insurance — and never left San Francisco↗Insurance
writing out loud · Wendy Xiao Schadeck
AI in Healthcare: The lightning strike amidst the perfect storm↗Health · AI
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis
The Micromobility Newsletter · Team M
Lime is Hosting the Official Afterparty of MMA 2026🎊🍾↗Mobility
Newcomer · Eric Newcomer
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗Fintech
Lenny's Newsletter
🎙️ How I AI: Meta Muse Wonder + How Brooke Lacey is scaling video with AI↗AI · Media
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market
Continuations · Albert Wenger
The World After Capital: The Transition is Accelerating↗AI
Sammy Abdullah
The Best SaaS AE and SDR Survey Data We’ve Found↗Enterprise · HR
Saastr
5 Interesting Learnings From Anthropic’s Data on Its Own Workforce: Junior Technical Hiring Down From 27% to 9%, Agents Working 6x the Hours of Humans, and Agents Waiting on a Human 80% of the Time↗AI · Market
David Cahn
The Market’s AI Faith Test↗AI · Market
Ashley Brasier · Ashley Brasier
I Thought I Was Talking to a Person↗AI
The Sociology of Business · Ana Andjelic
K-shaped culture↗Market
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