WED 16 SEPT 2026 · 96 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, 14 August 2026

6 pieces

Not Boring · Packy McCormick

Weekly Dose of Optimism #206Defense · Robotics · Climate

Clouded Judgement · Jamin Ball

Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise

Saastr

Databricks Just Crossed $7B ARR Growing 80% (!): A 30-Point Acceleration, a $190B Valuation, and the Margin Bill for AgentsData · MarTech

Radical VC

Applying RSI to the Organization, Not Just the ModelAI · Bio

Tomasz Tunguz · Tomasz Tunguz

Honestly, Who Buys SOTA?

Tomasz Tunguz · Tomasz Tunguz

Honestly, Who Buys SOTA?AI

Thursday, 13 August 2026

27 pieces

Madrona Ventures

Harnessing Enterprise Value – The ROI of AIAI · Enterprise

Saastr

Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStrEnterprise · DevTools · AI

Making Connections by Jax · Jax Vullinghs

Enjoy the RideMarket · AI

Lowercarbon

Kerosene’s Last RideMobility · Climate

Saanya Ojha

Watermark My WordsAI

Cathay

Behind the Term Sheet: Skan AI’s $63M Series CAI · Data

A Wealth of Common Sense · Ben Carlson

Where Housing is the Most ExpensiveBuilt World · Market

Earnest Sweat

The Longest Punt in HistoryMarket

Saastr

B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%Retail · Enterprise

Newcomer · Eric Newcomer

AI Frenzy Brings Dual Valuation Deals into the MainstreamAI · Market

Antler

AinaAI · DevTools · Consumer

Antler

Sophiie AIAI · Enterprise

A16Z

This Essay is 10% AI GeneratedAI

Antler

JurisphereLegal · AI

Sammy Abdullah

Tech Company Layoffs Done The Right WayHR

Antler

IndustrialMind.aiIndustrials · AI

Antler

CrayonLabsAI · Enterprise

Antler

DusqHealth

Antler

Dodge.aiEnterprise · AI

Antler

Infer.soAI

A16Z

Investing in ValsAI

Madrona Ventures

Is AI a Bubble? What PitchBook’s EVP of Research Sees in the DataAI · Infra

The Micromobility Newsletter · Team M

One City, Two Systems: Inside New York's Micromobility Divide and the Road to 2029Mobility · Marketplace

David Talpalar

The Big Data Center DebateAI · Climate

Saastr

Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?Enterprise · Market · Fintech

Tomasz Tunguz · Tomasz Tunguz

The OpenAI Hack & the Question of Intent

Tomasz Tunguz · Tomasz Tunguz

The OpenAI Hack & the Question of IntentAI · Infra

Wednesday, 12 August 2026

7 pieces

Correlation Ventures

Super Unicorns. The Only Path to Riches in U.S. Venture?Market

Saanya Ojha

Revenge of the WrappersAI · Enterprise

BIG by Matt Stoller · Matt Stoller

The Secret Society of Nerds Who Control Congress and Ruin Our Health CareHealth · Gov

Sequoia

Partnering with Preview: Lights, Inference, ActionMedia · AI

Sammy Abdullah

Land a ‘Buffalo’ to Establish a New MarketMarket

A16Z

What It Takes to Get PaidEnterprise · Fintech · Data

Saastr

Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market