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

Friday, 21 August 2026

7 pieces

Sammy Abdullah

Remember Gilt Groupe?! Here’s what we learned from their storyRetail · Market

Not Boring · Packy McCormick

Weekly Dose of Optimism #207Bio · AI · Robotics

Saastr

ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.Enterprise · AI

A16Z

Charts of the Week: Winds of Thematic ChangeAI · Data · Climate

Clouded Judgement · Jamin Ball

Clouded Judgement 8.21.26 - What Could Go Right?Enterprise · AI

Tomasz Tunguz · Tomasz Tunguz

Mainframes became personal. So will your data center.AI · Infra

Tomasz Tunguz · Tomasz Tunguz

Mainframes became personal. So will your data center.AI · Infra · Climate

Thursday, 20 August 2026

15 pieces

Next Big Thing · Nikhil Basu Trivedi

SkydiveAI · DevTools

Making Connections by Jax · Jax Vullinghs

Grok Bot wins the first 15 secondsAI · Consumer

Newcomer · Eric Newcomer

SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion ValuationAI

Insight Partners

Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agendaAI · Market

Earnest Sweat

Everyone Shoots Threes NowAI · Market

Newcomer · Eric Newcomer

The Story of a Cap Table: OpenRouterAI

A Wealth of Common Sense · Ben Carlson

Why the Stock Market Has to CrashMarket

Phin Barnes

Raise less and build softwareAI · Enterprise

Sammy Abdullah

Software Multiples Are Up, And Staying UpEnterprise · Market

Saastr

Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.Market · Retail · AI

Ian's Blog: Nominal Returns · Ian Gutterman

Accelerant Extinguishes Its Stock ListingInsurance · Enterprise

A16Z

Rise of the Borderless FounderMarket

The Micromobility Newsletter · Team M

ALSO Raises $150M Series D 🚀Mobility · AI

First Round Review

Firsthand: How I Built a Brand with Heart at LovableAI · DevTools · Fintech

Amir Kabir

Edition 59 | 2026 — The Machine Risk Economy: Part IIAI · Insurance · Security

Wednesday, 19 August 2026

18 pieces

Automatter

The Rise and Fall of the Venture SyndicateMarket

Janelle Teng

Who will be the bastion of American open-weight AI leadership?AI · Infra · Semis

A16Z

Meet the a16z Talent Engineer FellowsHR · Market · AI

A16Z

OpenRouter & Stripe: The Intelligence NetworkAI · Infra

Newcomer · Eric Newcomer

Is AINS the Next SaaS?AI · Legal · Insurance

Saanya Ojha

The Hunt for Human ExhaustAI · Data · Fintech

Menlo VC

Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model RoutingAI

Euclid Ventures

$100M, Zero Churn, All ChannelFintech · Market

Deconstructor of Fun

WEBTOON Is Bigger Than Monopoly Go: Inside a New Game Marketing ChannelGaming · MarTech · Media

Sammy Abdullah

Controlling SaaS ChurnEnterprise

Saastr

5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock PopEnterprise · DevTools

The Sociology of Business · Ana Andjelic

Cultural liquidityConsumer · MarTech

Insight Partners

The enterprise AI bottleneck is about context, not capabilityAI · Enterprise · DevTools

Investing in AI · Rob May

My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI GrowthAI · Infra · DevTools

A Wealth of Common Sense · Ben Carlson

Animal Spirits: The Best Bear Case on AIMarket

Madrona Ventures

Celebrating HighspotEnterprise · MarTech · AI

Tomasz Tunguz · Tomasz Tunguz

Previously UnmanufacturableAI · DevTools

Tomasz Tunguz · Tomasz Tunguz

Previously UnmanufacturableAI · Enterprise · DevTools