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SAT 17 OCT 2026 · 150 new pieces this week

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Select picks in the past month
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

Saturday, 17 October 2026

7 pieces
Earnest Sweat
Checking Accounts↗Deals
Saastr
Cloudflare Cut 20%. Atlassian Cut 10%, Mostly Engineers. Bending Spoons Cuts Up to 75%. All Three Are Growing Faster or Earning More. So How Lean Can B2B Teams Really Get?↗Enterprise · AI
Kyle Harrison
Making Stuff Up 2.0↗AI · Market
Lenny's Newsletter
🧠 Community Wisdom: PRDs for agents, tracking competitor messaging, whether software moats still exist, exercising startup options when you leave, and more↗AI · Market
BIG by Matt Stoller · Matt Stoller
How the Fed Is Quietly Inflating the AI Bubble While Hiking Your Electric Bill↗AI · Climate
Ed Sim
What’s 🔥 in AI/Infra/VC #520↗AI · Security · Infra
Deconstructor of Fun
What Makes Turkish Founders Excel Is What Holds the Ecosystem Back↗Gaming · Market

Friday, 16 October 2026

19 pieces
A Wealth of Common Sense · Ben Carlson
What’s the Right Level of Interest Rates For the Economy?↗Banking · Built World
Radical VC
Beyond the Scoreboard: How Mantic Turns Forecasts into Decisions↗AI · Data
Saanya Ojha
Cats, Cars, and the Case Against Chaos↗Infra · AI
Stratechery
Home At Last↗Market
Lowercarbon
The Fourteen Cent Fire Drill↗Insurance · Climate
Madrona Ventures
Three Traits Shared by Successful Founders & Execs↗AI · Enterprise
Net Interest · Marc Rubinstein
Me and My Agents↗Banking · AI
Saastr
Going Headless: Claudeforce vs. Replit vs. Lovable, Agents Picking Our Vendors, and Two of Our Agents Built Their Own Inbox to Talk Behind Our Back: The Agents #016↗Enterprise · AI · MarTech
99% Derisible · Yoni Rechtman
Venture’s chivalric myths↗Market
Feld Thoughts · Brad Feld
Zero Knowledge: 116 Chapters In↗Media · Market
Newcomer · Eric Newcomer
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗Infra · Climate
Earnest Sweat
You're Not Ready↗Market
Saastr
G2’s 2026 AI Agents Report: Only 9% of Buyers Think Seat Pricing Is Fair, 57% Want Usage-Based, and 74% Will Shop You at Renewal↗AI · Enterprise
A16Z
This Week in Charts: Agents Denied↗AI · Retail · Semis
Sammy Abdullah
Cold Emailing VC↗Market
Clouded Judgement · Jamin Ball
Clouded Judgement 10.16.26 - The Diffusion Gap↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis
Antler
Why we invested in Marco↗Robotics · Infra
Erik de Stefanis · Erik de Stefanis
AI, Owning the OpCo, Who will capture the value?↗AI · Enterprise · Market

Thursday, 15 October 2026

14 pieces
Lightspeed Venture Partners Blog
doubleAI↗AI · Infra
A Wealth of Common Sense · Ben Carlson
Hedging the AI Trade↗Market
Joe Lonsdale
Ep 166: Eric Glyman on Ramp's Meteoric Growth, Selling Outcomes vs Products, and the Future of White-Collar Work↗Fintech · AI
Guru Chahal
Anthropic Then and Now: Revisiting My Interview with Daniela Amodei↗AI · Market
Saanya Ojha
The Call Will Come From Inside the House↗AI · Security · Enterprise
Saastr
Meta Ships Muse Wonder, Jev Raises $870M 24 Days After Launch, and Anthropic Cuts Haiku 90%: The Top Takeaways From This Week’s 20VC x SaaStr↗AI · Market
Casey Accidental
How PM Work Is Changing in the AI Era ↗Market · AI
Meera Clark · Meera Clark, Partner @ Redpoint
Selling the Work: What Mission Bay Keeps Missing About Main Street↗AI · Enterprise
Saastr
5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days↗Enterprise · Market
A16Z
Wallet Wars↗AI · Fintech
Turner Novak
🎧🍌 Why Stripe’s 1st Employee Just Bought a Bank | Darragh Buckley, Increase↗Fintech · Banking
The Micromobility Newsletter · Team M
Speakers, Partners and an After Party: Micromobility America 2026 Is Taking Shape🎙️↗Mobility · Market
The Sociology of Business · Ana Andjelic
In the spotlight: Cargo Crew↗Retail · Consumer
A16Z
Introducing Securing America’s Infrastructure Foundation↗Security · Gov · AI
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