MON 14 SEPT 2026 · 107 new pieces this week

The latest theses & analyses from 800+ venture investors.

Subscribe to get the weekly digest. Every Sunday.

Join 5,000+ investors, founders and LPs

Select picks in the past month

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 Marketing & Sales Tech Retail & E-commerce Manufacturing & Industrials

Sunday, 13 September 2026

3 pieces

Saanya Ojha

🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & PowerAI · Infra

Saastr

Harvey Puts a Former Practicing Lawyer in Every Deployment. About 180 of Them. Here’s How That Model WorksLegal · AI

Saastr

SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not ContactsMarTech · Enterprise

Saturday, 12 September 2026

5 pieces

Lenny's Newsletter

🧠 Community Wisdom: AI basketball coaching, Jira vs. Linear, building a business case for platform teams, favorite AI use cases, and moreDeals

Saastr

Is the Era of the Sales-Guy CEO … Over in B2B?AI · Enterprise · Market

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

15 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