THU 22 OCT 2026 · 108 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 September 2024

19 pieces
Tanay Jaipuria · Tanay Jaipuria
The ROI on Generative AI
Pirate Wires · Mike Solana
Jail the Tech Bros
Stratechery
Intel Honesty
The Sociology of Business · Ana Andjelic
Triumph of the marketplace
Tomasz Tunguz · Tomasz Tunguz
Which Design Era Are We In?

Sunday, 1 September 2024

4 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Nathan Benaich · Nathan Benaich
Your guide to AI: September 2024
Nathan Benaich · Nathan Benaich
Your guide to AI: September 2024
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