Posted by Alumni from Substack
October 30, 2026
' Hey, Linas here! Every day, I break down 3 stories shaping the future of FinTech & Artificial Intelligence - plus the money movements and trends worth tracking. First time here' 400k+ FinTech and AI leaders get this daily. Join them: The 11 requests cover space access, the US robot supply chain, data center equipment, financing for physical AI, government benefits verification, city permitting, air-gapped AI, owned and vertical foundation models, AI-backed expert services and models that write well. Read together, they make one argument. Intelligence is getting cheap. Steel, magnets, transformers, permits, verified data, capital and trust are not. YC is betting that the next cycle's biggest companies will be built where AI runs into those constraints. The money already agrees. AI took $102B of the $159B in global venture funding in Q3 2026 (see below), and hyperscalers are on track to spend about $1T on capex this year. The openings YC describes sit in the gaps around the... learn more