TUE 20 OCT 2026 · 149 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).

Friday, 4 October 2024

21 pieces
Deepwater Asset Mgmt
“We, Robot” Event Preview
A Wealth of Common Sense · Ben Carlson
“$500 is basically free these days”
Frankly Speaking · Frank Wang
Most security tools are too theoretical
99% Derisible · Yoni Rechtman
Fix First, Conquer Later.
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2024 IA40 Summit
Net Interest · Marc Rubinstein
The USA vs Visa
Not Boring · Packy McCormick
Weekly Dose of Optimism #114
Digital Native · Rex Woodbury
The Design of Everyday Things
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