WED 16 SEPT 2026 · 97 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 Marketing & Sales Tech Semiconductors Consumer Retail & E-commerce Manufacturing & Industrials

Monday, 24 August 2026

15 pieces

Climate Tech VC

🌎 Volts meet midterm votes #310Climate · Gov

Radical VC

World Models in RoboticsRobotics · AI

A16Z

The Oracle Problem: an invisible bottleneck to AI and medicineHealth · AI

Sammy Abdullah

What Big Funds look for in a CEOMarket

The Micromobility Newsletter · Team M

LIME’s Marketcap is at $2.6B, Stock up 58% 🚀Mobility

Lenny's Newsletter

I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)Enterprise · DevTools · AI

A Wealth of Common Sense · Ben Carlson

Talk Your Book: The Alternative to AlternativesFintech · Banking

Stratechery

Autonomy and InnovationAI · Security · Market

Michael Greeley

Prior Authorization: No More “Please Hold” …Health · Insurance

Deconstructor of Fun

6 Brutal Lessons From First 100 Days As CEOGaming · Market

Antler

SynthiumAI · Robotics

Deconstructor of Fun

Retention in an AI Companion Game DeconstructedGaming · AI

BIG by Matt Stoller · Matt Stoller

Monopoly Round-Up: Living in an Age of Cheating Means Having Your Time Stolen ConstantlyMarket

Tomasz Tunguz · Tomasz Tunguz

How Long Should an AI Agent Live?AI · DevTools

Tomasz Tunguz · Tomasz Tunguz

How Long Should an AI Agent Live?AI · DevTools

Sunday, 23 August 2026

11 pieces

Apoorv's notes

What I Learned Teaching the Economics of AI at StanfordAI · Infra · Semis

Chamath Palihapitiya · Chamath Palihapitiya

Bitcoin’s Best Week Since 2024Crypto · Robotics · Industrials

A Wealth of Common Sense · Ben Carlson

The Most Hated Asset Class in the WorldBanking

OpenVC.app

The 23 Types of Startup Investors & How to Approach EachMarket

Saanya Ojha

Weekly Wrap Sheet (08/21/2026): Costs, Control & CorporaAI

Jessie Harris

The Experience Economy Consumer

OpenVC.app

Why Health Startups Need Their Own Residency ProgramHealth · Market

Lenny's Newsletter

How to close $100K+ enterprise deals, step by step | Jen AbelMarTech · Enterprise

Investing in AI · Rob May

The Speed of Thought: What If Intelligence Has a Universal Limit?AI

Tomasz Tunguz · Tomasz Tunguz

The AI BullwhipAI · Infra · Industrials

Tomasz Tunguz · Tomasz Tunguz

The AI BullwhipAI · Climate · Defense

Saturday, 22 August 2026

5 pieces

Lenny's Newsletter

🧠 Community Wisdom: Favorite Lenny’s Product Pass tools, how AI is reshaping hiring, what to prioritize when you join a new company, and moreMarket

Kyle Harrison

Getting In The Right RoomsMarket

A16Z Crypto

The habits of AI writing, and what to do about themMarket

Stage 2

How to Layer Enterprise Sales into a PLG CompanyEnterprise · HR

Ed Sim

What’s 🔥 in AI/Infra/VC #512AI · Robotics

Friday, 21 August 2026

9 pieces

Deciens

Epistula #15: The Risks We ChooseMarket · Fintech

A Wealth of Common Sense · Ben Carlson

The 401k Has Been a SuccessMarket

Glenn Borok

Data Centers Are Losing a Fight They Should Be WinningClimate · Built World · Supply Chain

Net Interest · Marc Rubinstein

Great ScottBanking

On My Mind · Michael Dempsey

The Forest is Always DarkMarket

Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu

Execution Is The MoatAI · Infra · Data

99% Derisible · Yoni Rechtman

Our 2Q letter to LPsAI · Market

Continuations · Albert Wenger

Slowing Down the Race to SuperintelligenceAI · Gov · Market

Newcomer · Eric Newcomer

Two Huge Exits Show the Power of a16z’s Megafund ModelAI · Market