THU 10 SEPT 2026 · 75 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 Cybersecurity Marketing & Sales Tech Manufacturing & Industrials Retail & E-commerce

Wednesday, 9 September 2026

5 pieces

Lerer Hippeau

Please welcome Type, the first multiplayer AI product for teamsAI · Enterprise

Fabrice Grinda

Population Decline Is Real. So Is the Reversal.Market

Sammy Abdullah

Q2 2026 SaaS Earnings: The Best Quarter in YearsEnterprise · AI

Kevin Stevens

Weekend SoftwareAI · Enterprise · Market

makers + builders · Parul Singh

Your Harness Is the ProductAI · DevTools

Tuesday, 8 September 2026

12 pieces

Travis May

Lessons from Shaper’s Third YearMarket

Harlem Capital

Our 27th Class: Meet Harlem Capital’s Fall 2026 InternsMarket

Fika Ventures

The AINS Calculator (AI-Native Services)AI · Market

Sammy Abdullah

Strategic Investors Do NOT MatterMarket

Climate Tech VC

🌎 Back to school #312Climate · Data · Market

The Sociology of Business · Ana Andjelic

Six faces of luxuryConsumer · Travel · Retail

Radical VC

A World Model for Spatial IntelligenceAI · Infra · Robotics

QED

LLM incentives and the application layerAI · Enterprise

Michael Greeley

Another Great Add to the Flare Capital Team…Market

Menlo VC

Welcome Alex Kurland, Menlo’s Newest PartnerMarket

BIG by Matt Stoller · Matt Stoller

Monopoly Round-Up: The Enshittification of the American HamburgerRetail · AgFood

Tomasz Tunguz · Tomasz Tunguz

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

Monday, 7 September 2026

11 pieces

Continuations · Albert Wenger

Philosophy Mondays: The Last Labor DayAI · Market

Battery Ventures

Battery Ventures Acquires Majority Stake in Germany’s Sustainability at Work Group, Lays Foundation for Continued GrowthSupply Chain · Climate

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 LadyDeals

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

6 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