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SUN 01 NOV 2026 · 168 new pieces this week

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A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Monday, 5 October 2026

9 pieces
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer
Stratechery
Apple and a Hacker’s Future↗AI · DevTools
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: How Seed and Pesticide Makers Act Like the Mafia↗AgFood · Industrials
Founder Collective · Micah Rosenbloom
"Is AI a Bubble or Not?" Is the Wrong Question↗AI · Market
Sapphire Ventures · Anders Ranum, Jai Das, Adam Liu, Jasmine Yang
The Real-Time Inference Layer Powering World Models: Why We're Thrilled to Back Reactor↗Infra · Robotics
Bessemer Venture Partners
Nominations are open for the inaugural AI 100↗Market
Tomasz Tunguz · Tomasz Tunguz
Inference Is the Most Important Market in Software↗Infra · Enterprise

Sunday, 4 October 2026

7 pieces
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech · Enterprise
Investing in AI · Rob May
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (10/02/2026): Agents, Aggregators & Argon↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
The Biggest Risk Everyone Already Knows About↗AI
Saastr
Astra 6 Replaced a Core Engine of SaaStr Connect With Two Words, “DO IT,” Twice in Under an Hour. Then It Said “I Did Not Make That Edit.”↗AI · Enterprise · DevTools
Lenny's Newsletter
OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux↗AI

Saturday, 3 October 2026

11 pieces
Feld Thoughts · Brad Feld
New Zealand, Colorado, and a Lunch in Boulder↗Market
Lenny's Newsletter
🧠 Community Wisdom: Getting value from personal AI agents without handing over your inbox, the ego threat of going from IC to manager, uncommon perks to negotiate for, and more↗Market
Kyle Harrison
The Virtue of an Artificial Intelligence↗AI · Market
Saastr
We Vibe Coded Our Own Calendly. Our AI Agent Pushed Us To Do It, and It Was Right.↗AI · Enterprise
Venture Prose
AI-Free Morning reflection↗AI
Abraham Thomas
Trust Is The Scarce Asset↗AI · Fintech
Saastr
Why Okta Tripled on … 11% Growth. 5 Interesting Learnings From One of the Biggest Re-Ratings in B2B This Year: 14% cRPO Growth, 30% of Bookings From New Products, and ~50x Forward Earnings↗Security · Enterprise
Net Interest · Marc Rubinstein
The Art of Doing Financial Engineering↗Infra · Banking
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market
Saastr
SaaStr AI App of the Week: Chargebee. The Billing System Behind How Gorgias, CodeRabbit, Lambda and Zapier Price AI↗Enterprise · Fintech
Saastr
We Got a $240,000 Estimate for Agent API Access. Our Agent Suggested a $5 Postgres Instance.↗Enterprise · AI

Friday, 2 October 2026

13 pieces
Earnest Sweat
The Steal↗Market
Entrepreneur First
Portfolio News | September 2026↗Market
A Wealth of Common Sense · Ben Carlson
Why is Consumer Sentiment so Low?↗Market
Teddy Blank · Teddy Blank
Cluster Luck↗Market
Also by Roy Bahat · Roy Bahat
To my friends going to The Curve↗AI · Market
Simon Wu
The Month Consumer AI Got Real ↗AI · Retail · Consumer
Stratechery
Dots and Question Marks↗AI · Enterprise
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market
Evan O'Donnell
Production on Autopilot↗DevTools · Infra
Erik Torenberg
Introducing Cosign↗Market
Joe Lonsdale
Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! ↗AI
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
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