SAT 12 SEPT 2026 · 101 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.

IndustriesAll AI (Horizontal)Venture Capital & Startups Enterprise Software AI Infrastructure Developer Tools Energy & Climate Fintech Robotics Semiconductors Consumer Retail & E-commerce Data & Analytics Cybersecurity Marketing & Sales Tech

Saturday, 12 September 2026

1 pieces

Venture Prose

Two pilots in a plane

Friday, 11 September 2026

7 pieces

A Wealth of Common Sense · Ben Carlson

Millionaires Everywhere

BIG by Matt Stoller · Matt Stoller

Is Artificial Intelligence Going to Kill Us All?AI · Market

A16Z

Catching the (Venture) BusMarket · AI

Ian's Blog: Nominal Returns · Ian Gutterman

My September 11th ExperienceInsurance · Market

Peter G Schmidt · Peter G Schmidt

Who Should You Pay Attention To? Market · Retail

Clouded Judgement · Jamin Ball

Clouded Judgement 9.11.26 - Paying for the CurveAI · Enterprise

The Micromobility Newsletter · Team M

Berlin Proved “Forward Momentum”- Thank You!Mobility

Thursday, 10 September 2026

24 pieces

Nikunj Kothari

Divorced from realityAI · Market

A16Z

The Great Health Plan ReplacementHealth · Insurance

Equal Ventures

Weapons of Mass (Capital) Deployment Market · Climate

A Wealth of Common Sense · Ben Carlson

A Short History of Trend-Following and MomentumMarket

Brian Sugar

Have You Pooped Today?Consumer · Bio

A16Z Crypto

How to prove software ran correctly — on a phone or GPU, in a post-quantum worldAI · Crypto · Semis

Saastr

20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From TownAI · Enterprise · Legal

Newcomer · Eric Newcomer

EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound VenturesMarket

Saanya Ojha

Race You to the ApocalypseAI · Infra · Market

Turner Novak

🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CROEnterprise · AI · Data

Jared Heyman

On why to ignore TechCrunch at YC Demo DayMarket

Ryan Shannon · VC @ Radical Ventures

The Legibility TaxAI · Enterprise

Harlem Capital

🎓 Harlem Capital Intern Yearbook: September 2026Market

Saastr

5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AIData · AI · Enterprise

A16Z

Investing in HighstockMarketplace · Retail · AI

Sammy Abdullah

12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic EraEnterprise · AI

The Micromobility Newsletter · Team M

The Long Road to America's Drone Delivery NetworkMobility · Supply Chain · Retail

The Sociology of Business · Ana Andjelic

Simulation marketingMarTech · AI · Media

Not Boring · Packy McCormick

An Ode to Counter-PositioningAI · Market

Investing in AI · Rob May

Nebius: A Software Company With A Data Center AttachedAI · Infra

David Talpalar

Welcome to the AI Personal Assistant EraAI · Enterprise

Uma Chalik

🏝 FOUR SEASONS TAMARINDOTravel

Earnest Sweat

The Unmarked RunMarket

Kenneth Auchenberg

The end of human abstractionAI · DevTools · Enterprise

Wednesday, 9 September 2026

8 pieces

Antler

European Founder Report 2026: A Tale of Two TiersMarket · AI

A16Z

Investing in CognitionAI · DevTools

Amir Kabir

Edition 62 | 2026 — The Warranty Layer for AIAI · Security · Insurance

Saastr

ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of RevenueAI · Enterprise

Investing in AI · Rob May

Reader Submission: A Deeper Dive on DellAI · Industrials

Saanya Ojha

Mathematicians Have Navier Been More StokedAI · Data

Euclid Ventures

The Sriracha ProblemAI · Marketplace · Enterprise

A16Z

Investing in LightfieldEnterprise