THU 03 SEPT 2026 · 97 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 Cybersecurity Marketing & Sales Tech Manufacturing & Industrials Retail & E-commerce

Wednesday, 2 September 2026

8 pieces

Saanya Ojha

Claude Takes Another LapAI · Enterprise

Saastr

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

Phin Barnes

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

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

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

Tuesday, 1 September 2026

15 pieces

Vickram Pradhan

Breakthroughs in Cancer Care; Clinical vs. Operational vs. Commercial Innovation in HealthcareBio · Health

Obvious Ventures

In Response to Bill Gates: It’s Time to Reimagine CapitalismAI · Market

Annelies Gamble

Science's Observability ProblemBio · AI

NextView VC

Magical Thinking and Our Investment in FambotConsumer · AI

A Wealth of Common Sense · Ben Carlson

14 Questions I’m Thinking AboutAI · Banking · Market

Patrick Salyer

The new Series A is the old Series B.Market

Saanya Ojha

PHASEONE[big] and the SwarmAI · Security

Ian's Blog: Nominal Returns · Ian Gutterman

The Time Value of Money, RevisitedMarket · AI

Sammy Abdullah

9 Major Themes from Q2 SaaS Earnings CallsEnterprise · AI

Carried Away

Three Beach MinimumMarket · AI

Matt Brown

Investing in LightClimate · Fintech

Saastr

ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.Enterprise

Madrona Ventures

Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFinEnterprise · Market

Lenny's Newsletter

How to turn your AI into a world-class designerAI · DevTools · MarTech

Meritech

Meritech Software Pulse | 28-August-2026Enterprise · Data · Fintech

Monday, 31 August 2026

17 pieces

Cathay

Enterprise AI Economics: How to Scale Intelligence Without Scaling CostsAI · Enterprise

Tanay Jaipuria · Tanay Jaipuria

How Matic got robots into 10,000 homesRobotics · Industrials

Equal Ventures

Announcing the Additions of Jon and Sophia to the Equal Ventures Team Market

Continuations · Albert Wenger

Universal Moral Core Principle 2: ImplicationsAI · Market

Sammy Abdullah

SaaSpoca-who? SaaS companies are having their best quarter. Ever.Enterprise · Semis

Adrian Radu

The Great AI Talent ConcentrationAI · Market

Lenny's Newsletter

🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workdayAI · Enterprise · DevTools

Madrona Ventures

Introducing the 2026 Intelligent Applications 40AI · Market

A16Z

Expanding the a16z Growth Fund and PlatformMarket

Climate Tech VC

🌎 How founders are raising in 2026 #311Climate · Market

Saastr

We’ve Been Running Salesforce Headless for 6 Months on Our Own “Claudeforce.” We’re Never Going BackEnterprise · MarTech

The Micromobility Newsletter · Team M

Nextbike Adds 1K E-Bikes to its Berlin FleetMobility

Lenny's Newsletter

How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)AI · Enterprise

A Wealth of Common Sense · Ben Carlson

Talk Your Book: Cash Was Easy…Now What?Banking

Deconstructor of Fun

Mattel Wants Studios to Pitch the UncomfortableMedia · Gaming

BIG by Matt Stoller · Matt Stoller

Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?AI · Gov

A Wealth of Common Sense · Ben Carlson

Jerry Seinfeld’s Evergreen Career AdviceMedia