SAT 05 SEPT 2026 · 101 new pieces this week

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Saanya Ojha

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.

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.

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

Friday, 4 September 2026

8 pieces

A Wealth of Common Sense · Ben Carlson

Will Young People Ever Buy a House?Built World

Earnest Sweat

The Weird DotMarket

Saanya Ojha

Hallelujah, It’s Raining ModelsAI · Infra

Newcomer · Eric Newcomer

Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.Market · AI

Saastr

20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7BAI · 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

Thursday, 3 September 2026

14 pieces

Lenny's Newsletter

GPT-6 Astra is a banger - here’s everything I’ve builtAI · DevTools

Newcomer · Eric Newcomer

India Quotient Shows How the VC Power Law Can Make or Break a FundMarket

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

Sammy Abdullah

Software Multiples Continue to RiseEnterprise

Saastr

5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic StakeEnterprise

Newcomer · Eric Newcomer

Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. AI · Retail · Fintech

A16Z

The Incumbents Are ComingAI · Enterprise

The Sociology of Business · Ana Andjelic

How brands make cultureMarTech · Consumer

The Micromobility Newsletter · Team M

Micromobility America 2026: Here’s What’s ComingMobility

Nongaap Investing · Mike

[P] Nongaap Research

A16Z Crypto

When throughput is not enough: What financial markets need from blockchainsCrypto · Banking · Fintech

Investing in AI · Rob May

The AI Boom And Dell: Can The Company Capture More AI Value?AI · Semis

Wednesday, 2 September 2026

18 pieces

Evan O'Donnell

Read, Don’t RankAI · Enterprise

Radical VC

The Rise of NeoLabsAI · Market

Amir Kabir

Edition 61 | 2026 — The Economics of ReliabilityAI · Infra · Robotics

BIG by Matt Stoller · Matt Stoller

How the LSAT Become the Ticketmaster of Law School AdmissionsEdu · Legal

Saanya Ojha

Claude Takes Another LapAI · Enterprise

Battery Ventures

Defying Gravity: The System of Record in the Age of AIEnterprise · AI

Saastr

The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning AgentEnterprise · AI

A16Z

Apex: The Spacecraft Platform CompanyDefense · Semis

Phin Barnes

AI gutting what you love about work? Me too.Market

Sammy Abdullah

Yahoo’s MistakesMarket

Kevin Stevens

Software's Death Was Greatly ExaggeratedEnterprise · AI

Saastr

Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.Enterprise · MarTech

Earnest Sweat

RinglessMarket

Insight Partners

Tripling down on Wonderful: Building the AI operating system for the enterpriseEnterprise · AI

Day by Jay · Jackie DiMonte

The Series A is dead, Long live the Series A Market

Lenny's Newsletter

Grok Bot vs. OpenClaw: How I replaced my entire agent stackAI · DevTools · Enterprise

A Wealth of Common Sense · Ben Carlson

Animal Spirits: The Next Michael BurryAI · Market

Entrepreneur First

Portfolio News | Summer 2026Market · AI · Infra