SUN 13 SEPT 2026 · 110 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 Cybersecurity Semiconductors Consumer Retail & E-commerce Manufacturing & Industrials Data & Analytics

Saturday, 12 September 2026

3 pieces

Stage 2

How Should Founders Negotiate With Procurement?Enterprise

Ed Sim

What’s 🔥 in AI/Infra/VC #515AI · Security · Market

Venture Prose

Two pilots in a planeMarket

Friday, 11 September 2026

17 pieces

Chamath Palihapitiya · Chamath Palihapitiya

We’ve moved.Market

A Wealth of Common Sense · Ben Carlson

Millionaires EverywhereMarket

Crucible Capital

The Era of Compounding CapitalMarket

Simon Wu

The So-Called M&A Recovery Is a Handful of CompaniesAI · Enterprise · Market

Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu

Is the promise of “Siri” finally here?AI · Consumer

Net Interest · Marc Rubinstein

The Five Deals That Made ApolloBanking · Insurance

99% Derisible · Yoni Rechtman

Be dumb. Waste Money. Win.Market

Newcomer · Eric Newcomer

For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk AI · Security

BIG by Matt Stoller · Matt Stoller

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

Saastr

One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t MagicalMarket · Enterprise

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

Not Boring · Packy McCormick

Weekly Dose of Optimism #210AI · Infra · Health

Nick Chirls

Remembering my mom – 25 years laterDeals

The Micromobility Newsletter · Team M

Berlin Proved “Forward Momentum”- Thank You!Mobility

Thursday, 10 September 2026

20 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