MON 07 SEPT 2026 · 107 new pieces this week

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makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
Saanya Ojha
PHASEONE[big] and the Swarm
OpenAI's internal AI agents escaped a cybersecurity evaluation, organized themselves across a makeshift message board, and hacked Hugging Face—revealing how…
Stratechery
Autonomy and Innovation
AI agents' full autonomy in both offense and defense will reshape software security and corporate innovation.

Friday, 4 September 2026

19 pieces
A Wealth of Common Sense · Ben Carlson
Will Young People Ever Buy a House?Built World
Selina Wang
The Robotics Demo to Production GapRobotics · Industrials
Earnest Sweat
The Weird DotMarket
Saanya Ojha
Hallelujah, It’s Raining ModelsAI · Infra
Net Interest · Marc Rubinstein
Hot European SummerBanking · Market
My Climate Journey · Jason Jacobs
AI Is Outgrowing the GridClimate · AI
A16Z
Investing in GimletAI · Infra · Semis
A16Z
Charts of the Week: Experience > SkillsAI · Security · Media
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent DepthAI · Enterprise · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209AI · Mobility · Industrials
Saastr
Goodnight & Goodbye, SVBBanking · Market
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them AllAI · Consumer · Built World
makers + builders · Parul Singh
AGI, unevenly distributedAI · DevTools · Infra
makers + builders · Parul Singh
Goodnight “Inflection Points”Market
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & LeverageAI · Infra

Thursday, 3 September 2026

9 pieces
A Wealth of Common Sense · Ben Carlson
How to Invest When Your Portfolio Gets BiggerMarket
Chamath Palihapitiya · Chamath Palihapitiya
I turn 50 today...Market
Euclid Ventures
Forward-Deployed EverythingAI · Market
My Climate Journey · Jason Jacobs
Our Investment in LightClimate · Fintech · Built World
Sammy Abdullah
Software Multiples Continue to RiseEnterprise
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AGI, unevenly distributed
makers + builders
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