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SUN 01 NOV 2026 · 170 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

Tuesday, 29 September 2026

29 pieces
Annelies Gamble
Closing the Loop Between AI Design and the Wet Lab↗Bio · AI
My Climate Journey · Jason Jacobs
The Power We Need Already Exists. It's Just Going to Waste.↗Climate · Infra
Madrona Ventures
A Reasoning Flywheel for the Physical Economy: Why We Invested in Atomic↗Supply Chain · Industrials
Supercruise
We’ve Seen This Movie Before. We Know How It Ends.↗AI · Market
Steven Sinofsky
243. Government(s) Controlling AI Sounds Safer, But…↗AI · Gov
Saanya Ojha
Meta Gets Down to Business↗AI · Enterprise
Kojo Osei
Not all inference is text generation↗AI · Infra
A Wealth of Common Sense · Ben Carlson
A Brutal Bond Market↗Banking
Sammy Abdullah
SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026↗Enterprise
Equal Ventures
Announcing Garrett Koehn as our Newest Venture Partner↗Market
Euclid Ventures
SaaSpocalypse Now What?↗Enterprise · Market
Meritech
Meritech Software Pulse | 25-September-2026↗Enterprise · Infra
Saastr
What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 Days↗Semis · MarTech · AI
The Sociology of Business · Ana Andjelic
Market to the Middle↗MarTech
Better Tomorrow Ventures
What We're Thinking About (Excerpt from BTV LP Update)↗Market · AI
Lenny's Newsletter
All of the Lenny & Friends Summit talks are now online!↗Market
Josh Elman
51↗Market · AI
Investing in AI · Rob May
Investing in AI Interviews: Ash Ashutosh, CEO at Pinecone↗Infra
Ben Yoskovitz
The First Version of Your AI Eval is You↗DevTools · AI
Heartcore
🍂 Heartcore Insights↗AI · Enterprise
Breadcrumb VC
Local AI Models: The Catalyst for the Great Reset↗AI · Infra · Semis
Saastr
The Best AI + B2B Events to Sponsor in 2027: Where the Buyers Are↗AI · MarTech · Market
Extantia Capital
Round-the-Clock, Carbon-Negative Power: Why We Invested Again in Reverion↗Climate
Akshay Mehra
How Did We Get Here?↗AI · Bio · Defense
Dhruv Sane
How much capital should a startup raise?↗Market
Sierra Ventures
From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike Krieger↗AI · DevTools
Sequoia
Listen Labs and Salesforce: Hear Your Customers↗Market
Tomasz Tunguz · Tomasz Tunguz
Segmentation Drives Market Share Wins in AI↗AI
Multicoin Capital
The Read Layer for Machine Intelligence ↗Infra · Crypto

Monday, 28 September 2026

11 pieces
Nikunj Kothari
Deployment Gap↗Robotics · Industrials · Market
Feld Thoughts · Brad Feld
I'm So Confused: Are We Going Faster, Or Slower, Or Just Faking Everyone Out↗AI
7wire Ventures
7wire Ventures Presents: Top of the Ladder Featuring Karoo Health Co-Founder & CEO Ian Koons↗Health
Radical VC
The Era of Superhuman Forecasting↗AI · Fintech
Continuations · Albert Wenger
Philosophy Mondays: Reflection and Application↗Market
Lenny's Newsletter
🎙️ How I AI: Jev for beginners + I left Claude for months, Opus 5.5 brought me back + Opus 5.5 vs. GPT-6 Sol bench↗AI · DevTools
Climate Tech VC
🌏 Overheard at NYCW '26 #315↗Climate · Infra · Market
Sammy Abdullah
SaaS Companies Achieved Rule of 18 in Q2 2026↗Enterprise · Market
Alex Lazarow · Alex Lazarow
What We Are Backing In Health↗Health · Market
Saastr
Almost Every Pre-AI Vendor We Use Is Raising Prices for Agent Access. They May Be Building an Agentic Death Spiral↗Enterprise · AI
A16Z
OpenAI Understands Something Important and Rare↗AI · Market
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