WED 09 SEPT 2026 · 81 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 Fintech Energy & Climate Semiconductors Robotics Consumer Cybersecurity Marketing & Sales Tech Manufacturing & Industrials Data & Analytics

Wednesday, 9 September 2026

1 pieces

makers + builders · Parul Singh

Your Harness Is the ProductAI · DevTools

Tuesday, 8 September 2026

5 pieces

Climate Tech VC

🌎 Back to school #312

The Sociology of Business · Ana Andjelic

Six faces of luxury

Michael Greeley

Another Great Add to the Flare Capital Team…Market

Menlo VC

Welcome Alex Kurland, Menlo’s Newest Partner

Tomasz Tunguz · Tomasz Tunguz

Is the 3x AI Productivity Gain just a Computer that Never Sleeps?AI · DevTools

Monday, 7 September 2026

9 pieces

Lenny's Newsletter

🎙️ How I AI: GPT-6 Astra is a banger + Stripe’s AI playbook + Grok Bot vs. OpenClaw: why I replaced my entire agent stackAI · Enterprise · DevTools

Saastr

Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.Enterprise · Market · AI

The Micromobility Newsletter · Team M

Lime Returns to San MarcosMobility

Kiera Klinsky

Luck Was A Lady

Lenny's Newsletter

Build your own company brain: the enterprise AI playbook from Stripe’s engineering team | Sharadh KrishnamurthyAI · Enterprise · DevTools

A Wealth of Common Sense · Ben Carlson

Talk Your Book: AI Winners & LosersAI · Market

Deconstructor of Fun

Questions Istanbul Founders Stopped AskingGaming · Market · Media

Akash Bajwa

Does Concentration Risk Matter In AI?AI · Infra · Semis

A Wealth of Common Sense · Ben Carlson

It’s a Concentrated WorldMarket · AI

Sunday, 6 September 2026

6 pieces

Saastr

Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open TasksAI · Enterprise · DevTools

Saanya Ojha

🧾 Weekly Wrap Sheet (09/04/2026): Swarms, Safeguards & SupremacyAI

Chamath Palihapitiya · Chamath Palihapitiya

A Chinese Chipmaker Raised $911M AI · Infra · Semis

Saastr

Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)Enterprise · AI

Lenny's Newsletter

Why companies are becoming a series of loops | Anish Acharya (a16z)Market · AI

Investing in AI · Rob May

The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.AI · Enterprise

Saturday, 5 September 2026

9 pieces

Peter G Schmidt · Peter G Schmidt

Why is there a $500M AI Model Training Company in North Canton, OH?AI · Infra · Supply Chain

Lenny's Newsletter

🧠 Community Wisdom: Driving AI adoption when habits are the bottleneck, leveling up from APM to a mid-level PM role, converting a wave of new users to subscription, and moreAI · Market

Feld Thoughts · Brad Feld

The Real Luxuries In LifeMarket

Kyle Harrison

Dynasties Die In The DarkMarket

Jared Heyman

On the YC S26 batch — Return of the AtomsMarket

Saastr

California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and VendorsEnterprise · AI

Continuations · Albert Wenger

Why AI Consciousness MattersAI · Market

Ed Sim

What’s 🔥 in AI/Infra/VC #514AI · Infra · Security

Joe Lonsdale

Texas Should Shut Down the Education Cartel Edu · Gov

Friday, 4 September 2026

10 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

Obvious

The Holy Grail of Autonomy is Coming into ViewMobility · AI

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

Newcomer · Eric Newcomer

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

Turner Novak

🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next LegacyMarket