FRI 16 OCT 2026 · 141 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).

Tuesday, 3 December 2024

24 pieces
A Wealth of Common Sense · Ben Carlson
U.S. Markets Are Swallowing the Rest of the World
Pirate Wires · Mike Solana
Moon Should Be a State
The Micromobility Newsletter · Team M
Americans Vote For Over $27B In Pro-Bike Ballot Measures
Not Boring · Packy McCormick
Introducing Boring News
Short-Formed · Anu Atluru
Invisible Duels
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