SUN 30 AUG 2026 · 110 new pieces this week

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Stratechery

Autonomy and Innovation

AI agents' full autonomy in both offense and defense will reshape software security and corporate innovation.

A16Z

Some Simple Economics of Open versus Closed AI

Christian Catalini argues that open-weights AI models won't reduce total innovation investment—only redirect it.

Kyle Harrison

We Made Bell Labs Illegal

Bell Labs achieved epochal breakthroughs because it combined patient capital from AT&T's monopoly rents, a concrete mission with bottomless technical depth,…

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

Friday, 28 August 2026

19 pieces

A Wealth of Common Sense · Ben Carlson

My Most Contrarian Opinion Right NowBanking

Janelle Teng

AI/Data infra + dev tools M&A is having a momentAI · Infra · DevTools

Vickram Pradhan

Is Healthcare a Safe Haven if the AI Trade Unwinds?Health · AI

Saanya Ojha

The Claudeforce AwakensEnterprise · AI

Sammy Abdullah

Increases in ACV are not freeEnterprise · Fintech

Climate Tech VC

🌍 2026 Founder Survey by CTVC and Elemental Impact!Climate · Market

Kevin Stevens

The Interface Was Never the MoatAI · Enterprise · Industrials

Saastr

When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013Enterprise · AI · MarTech

Net Interest · Marc Rubinstein

Untangling GuggenheimInsurance · Banking

Newcomer · Eric Newcomer

Nvidia Is Carrying the AI Economy. Is That a Problem? AI · Infra · Enterprise

Chamath Palihapitiya · Chamath Palihapitiya

Deep Dive: Will California Go Broke?Gov · Market · Fintech

Clouded Judgement · Jamin Ball

Clouded Judgement - 8.28.26 - Zero Data RetentionAI · Enterprise · Data

A16Z

The Machine Age FundAI · Infra · Semis

Peter G Schmidt · Peter G Schmidt

State of the Venture Market - 2026Market · AI

Saastr

50% of the Work Created in Linear Is Now Created by Agents. A Year Ago It Was 3%.Enterprise

Not Boring · Packy McCormick

Weekly Dose of Optimism #208Health · Bio · Defense

Uma Chalik

4 BUCKET LIST RETREATSTravel

Building Rome(s) · Aadil Maan

Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)Enterprise · DevTools · AI

Making Connections by Jax · Jax Vullinghs

Unleashing CreativityAI · Robotics

Thursday, 27 August 2026

21 pieces

The Sociology of Business · Ana Andjelic

RIP Dolly, the tiny rollneck, and the first round of Tasteful speakers is hereMedia · Travel

Newcomer · Eric Newcomer

Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index VenturesAI · Enterprise

Sammy Abdullah

The Best Quotes from Salesforce’s Q2 Earnings Call on AIEnterprise · AI

Earnest Sweat

The Corner ThreeMarket

Saanya Ojha

Nvidia vs. PhysicsAI · Infra · Semis

A Wealth of Common Sense · Ben Carlson

10 Things You Need to Know About Investing in StocksMarket

Jamie Tomalin

AVs as a Bellwether for AutonomyMobility · AI

Nkechi Iregbulem

Investing in TransfyrBio · AI

Adrian Radu

Consumer discovery & recommendations are brokenConsumer · Marketplace · Retail

Saastr

20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for SeedAI · Infra · Enterprise

Phin Barnes

Natural ValueAI · Enterprise · Market

Turner Novak

🎧🍌 Why America is the Best Emerging Market | Chris Olsen, Drive CapitalMarket

Jared Heyman

On why you should invest in the most expensive YC startupsMarket

Saastr

Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last PlaceEnterprise · AI · Data

A16Z

You are not a model. Don’t price per token.AI · Enterprise · Market

Megan Maloney

Spotlight: How Popcall is Driving Human Connection and Earnings for CreatorsMedia · Market · Consumer

David Talpalar

The Power of the AI Harness: Long Live the Application LayerAI

Saastr

Dear SaaStr: What Are Some Signs That Your B2B Marketing Programs Won’t Scale Well?Enterprise · MarTech

Glasswing VC

AI Atlas: Mamba-3: Advancing Architecture, While Reducing CostAI · Infra · Fintech

The Micromobility Newsletter · Team M

1 Continent, 237M Trips and the Evolution of North American MicromobilityMobility

Extantia Capital

Putting humanoids to work on Europe’s factory floorsRobotics · Industrials · Market