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TUE 27 OCT 2026 · 159 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

Monday, 26 October 2026

39 pieces
Saanya Ojha
Anthropic and the Mother of All S-1s↗Infra · AI
Kevin Stevens
Poor Charlie’s Almanack↗Market
Kevin Stevens
Who Is Michael Ovitz↗Media · Market
Kevin Stevens
eBoys↗Market
Kevin Stevens
Invent and Wander↗Market
Kevin Stevens
The 38 Letters From J.D. Rockefeller to His Son↗Market
Kevin Stevens
The Score Takes Care of Itself↗HR
Kevin Stevens
How the Internet Happened↗Market · Media
Kevin Stevens
Titan↗Industrials · Market
Kevin Stevens
How Big Things Get Done↗Market
Kevin Stevens
Cable Cowboy↗Media · Market
Kevin Stevens
What It Takes↗Banking · Market
Kevin Stevens
Am I Being Too Subtle↗Market
Kevin Stevens
How Innovation Works↗Market
Kevin Stevens
Unreasonable Hospitality↗Travel · HR
Kevin Stevens
The Ride of a Lifetime↗Media · Market
Newcomer · Eric Newcomer
Anthropic’s S-1: Key Data Points & Fun Facts for Venture Investors ↗Infra
Apoorv's notes
Cyber’s worst week, in <60 seconds↗Security · AI
Madrona Ventures
Agents Broke Git Hosting. Entire Is What Comes Next.↗DevTools · AI
A16Z
Let Chaos Reign, and Then Rein In Chaos↗AI · Enterprise · DevTools
Joe Lonsdale
Ep 167: The Company That Evaluates the AI Labs — Vals AI CEO Rayan Krishnan on Measuring Frontier Models & the Race to Recursive Self-Improvement↗Infra
Emergence Capital
How do you price autonomy on a job site?↗Robotics · Industrials · Market
Clouded Judgement · Jamin Ball
Anthropic: Benchmarking the S-1 Data↗AI · Infra
Turner Novak
🎧🍌 Inside the Anthropic Bet That Made Menlo a Top AI Firm | Matt Murphy↗Market · AI
Lenny's Newsletter
🎙️ How I AI: Claude Duet honest review + Why Reddit built its own AI prototyping tool↗DevTools · AI
Deconstructor of Fun
Discord’s Growth Pitch to Game Studios: What’s Proven and What to Ask For↗Gaming · Media
Saastr
5 Interesting Learnings from Anthropic’s S-1 at $16.3 Billion in Half-Year Revenue: 900% NRR, $6.6M in Revenue Per Employee, and a 10% Adjusted Operating Margin↗Infra · AI
Saastr
The Simplest, Highest-ROI Place to Put an AI Agent Is Your Contact Me Form: 614 Meetings, $2M+ Closed, and 71% of a Month’s Deals↗AI · MarTech
Saastr
A Record 8,625 Startups Raised Their First Venture Round This Year. Smaller VCs Now Have to Find Founders Before They Found Anything.↗Market
Ian's Blog: Nominal Returns · Ian Gutterman
Insurance Stocks: The Anti-AI Trade↗Insurance · AI
Sammy Abdullah
Q3 Private SaaS M&A Data Shows Downshift↗Enterprise · Market
The Micromobility Newsletter · Team M
Lisbon Votes to Ban Shared E-Scooters 🛴↗Mobility
Lenny's Newsletter
Why Reddit built its own AI prototyping tool | Blair Metcalf↗DevTools · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Beyond Bonds in Retirement↗Fintech
Stratechery
The End of the Internet↗AI · Market
Akash Bajwa
Field Notes: Nvidia GTC Berlin 2026↗Infra · Semis · Climate
A Wealth of Common Sense · Ben Carlson
What If This is the Worst Time to Retire?↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: What Happens When Cybersecurity is Bad for Business↗Security · Market
Tomasz Tunguz · Tomasz Tunguz
Anthropic S-1 Analysis: How 7 Key Metrics Stack Up↗Infra · AI

Sunday, 25 October 2026

1 pieces
Guru Chahal
CVEs by the numbers↗Security · AI
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