THU 22 OCT 2026 · 115 new pieces this week

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Select picks in the past month
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).

Wednesday, 4 September 2024

26 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Is Private Equity Buying Into Peak NFL?
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Vertical Integrators: Part II
Kevin Stevens
Errors of Arrogance
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Founder Mode
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to build more pipeline in 2024
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