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FRI 02 OCT 2026 · 93 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
Menlo VC
2026: The State of Consumer AI
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsBanking & Capital MarketsManufacturing & IndustrialsCybersecuritySemiconductors

Tuesday, 29 September 2026

2 pieces
Joe Lonsdale
Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"Climate · Industrials · Gov
Madrona Ventures
A Reasoning Flywheel for the Physical Economy: Why We Invested in AtomicSupply Chain · Industrials

Monday, 28 September 2026

1 pieces
Nikunj Kothari
Deployment GapRobotics · Industrials · Market

Tuesday, 22 September 2026

1 pieces
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTSIndustrials · AI · Infra

Monday, 21 September 2026

2 pieces
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go PublicRobotics · Industrials · AI
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup TruckClimate · Industrials · Gov

Friday, 18 September 2026

1 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, IndianaIndustrials · Market

Wednesday, 16 September 2026

1 pieces
Bilal Zuberi
When Physical Work Becomes ProgrammableRobotics · Industrials · Supply Chain

Thursday, 10 September 2026

1 pieces
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 QuestionRobotics · Industrials · AI

Wednesday, 9 September 2026

2 pieces
Investing in AI · Rob May
Reader Submission: A Deeper Dive on DellAI · Industrials
Medha Agarwal
From Models to Machines: The Physical AI Market MapAI · Robotics · Industrials

Friday, 4 September 2026

2 pieces
Selina Wang
The Robotics Demo to Production GapRobotics · Industrials
My Climate Journey · Jason Jacobs
AI Is Outgrowing the GridClimate · AI · Industrials

Monday, 31 August 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
How Matic got robots into 10,000 homesRobotics · Industrials

Friday, 28 August 2026

1 pieces
Kevin Stevens
The Interface Was Never the MoatAI · Enterprise · Industrials

Thursday, 27 August 2026

1 pieces
Extantia Capital
Putting humanoids to work on Europe’s factory floorsRobotics · Industrials · Market

Wednesday, 26 August 2026

2 pieces
Emergence Capital
The robots are ready. Are the assemblers?Robotics · Industrials · AI
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?AI · Semis · Industrials

Tuesday, 25 August 2026

1 pieces
Not Boring · Packy McCormick
An American Engineer in ChinaIndustrials · AI · Climate

Sunday, 23 August 2026

2 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024Crypto · Robotics · Industrials
Tomasz Tunguz · Tomasz Tunguz
The AI BullwhipAI · Infra · Industrials

Tuesday, 18 August 2026

1 pieces
Annelies Gamble
America’s Role in the Next Golden Age of Chemical SynthesisAI · Bio · Industrials

Monday, 17 August 2026

1 pieces
Pear
Our investment in Gravis RoboticsRobotics · Industrials · Built World

Sunday, 16 August 2026

1 pieces
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why 🥀 Is The Fastest-Rising Emoji; How Robots Might Save Cherry Blossom Season; +++ [link blog]AI · Gov · Industrials

Thursday, 13 August 2026

1 pieces
Antler
IndustrialMind.aiIndustrials · AI

Wednesday, 12 August 2026

1 pieces
Not Boring · Packy McCormick
Base Power Company: Chapter 3Climate · Industrials

Friday, 7 August 2026

1 pieces
A16Z
Charts of the Week: BookslopMedia · Industrials · Defense

Thursday, 6 August 2026

1 pieces
Greycroft.com
Defense Startup: AI Turns 2 Months Of Engineering Into 20 MinutesDefense · Industrials · AI

Wednesday, 5 August 2026

2 pieces
Cathay
The Pragmatic Robotics BoomRobotics · Industrials
A16Z
American Dynamism Film SeriesDefense · Climate · Industrials
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