WED 16 SEPT 2026 · 91 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

Wednesday, 12 August 2026

7 pieces

First Round Review

Firsthand: Six Years at Vanta, My Reinvention is the Only ConstantEnterprise

Not Boring · Packy McCormick

Base Power Company: Chapter 3Climate · Industrials

Amir Kabir

Edition 58 | 2026 — The Machine Risk Economy: Part IAI · Security · Insurance

A Wealth of Common Sense · Ben Carlson

Animal Spirits: Depressed Day TradersMarket

Melody Koh · Melody Koh, Partner @ NextView

Consensus by ConstructionMarket · AI

Menlo VC

Built to Run: Doubling Down for Lovable’s $400M Series CDevTools · AI · Enterprise

Sequoia

Partnering with Preview: Lights, Inference, ActionMedia · AI

Tuesday, 11 August 2026

24 pieces

Investing in AI · Rob May

Constellation Energy (CEG): The Contract Layer of The AI Buildout.Climate · AI

Venture Upward · David Beisel

The Blue NoteMarket

Newcomer · Eric Newcomer

Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit AI · Market

Annelies Gamble

The Frictions That Make AI Forecasting HardAI · Health

Newcomer · Eric Newcomer

Decagon Hit $100 Million Betting Against Forward Deployed EngineersEnterprise · AI

Saanya Ojha

The AI Revolution will be SecuritizedAI · Semis

Into the Metaverse

The Friends We Made Along the WayCrypto · AI

A Wealth of Common Sense · Ben Carlson

Rich Man, Poor ManMarket

Abraham Thomas

Looks, Brains, and MoneyFintech · Data

Saastr

5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the StockSecurity · AI

A16Z

Some Simple Economics of Open versus Closed AIAI

Better Tomorrow Ventures

2Q26 NewsletterMarket

Sammy Abdullah

Big Themes and CEO Quotes from Q2 SaaS Earnings CallsEnterprise

Victor Gutwein · Victor Gutwein

2026 Best of the Midwest: Startup City RankingsMarket

Lenny's Newsletter

How to make people care about your startupMarket

Craft Ventures

Triple Down with Horizon3: The Autonomous Security Platform for the “AI vs AI” eraSecurity

F Prime

Is Bloomberg the Bloomberg of Private Markets?Banking · Fintech · Data

Venture Unlocked · Samir Kaji

From the early days of Facebook and learning from Zuck to building a $2B+ VC franchise w/South Park CommonsMarket

Vickram Pradhan

Disappearing FDA Specialists, Hinge Health Acquires Cylinder, and Meta's Legal WoesHealth · Bio · Gov

Saastr

Pylon’s Founders at SaaStr AI Day: A 1,000-Person Support Team Deflected 50% of Its Tickets. Headcount Didn’t Change.Enterprise

The Sociology of Business · Ana Andjelic

4 types of brand worldsConsumer · Media · Retail

Tomasz Tunguz · Tomasz Tunguz

A Winner in Every Category

OpenVC.app

How FOMO.ai Raised $2.2M To Replace Marketing Agencies with AIMarTech

Tomasz Tunguz · Tomasz Tunguz

A Winner in Every CategoryEnterprise · AI

Monday, 10 August 2026

9 pieces

Nikunj Kothari

Everything is downstream of ambitionMarket

Earnest Sweat

Distribution Is KingEnterprise · Market

Harlem Capital

Inside Primary VC: Building New York’s Best Seed FirmMarket

Saanya Ojha

Zuck’s Great Open-Source ResetAI · Market

Continuations · Albert Wenger

Universal Moral Core Principle 1: ImplicationsAI · Market

Lenny's Newsletter

🎙️ How I AI: Build an AI code review bot in 30 minutes + Claude Code for normal peopleDevTools · AI

Climate Tech VC

🌎 Long duration energy storage finds its buyer #308Climate

Saastr

How Mailchimp Went From $1B+ ARR to … Shrinking Inside Intuit. A Death Spiral in the Age of AI?Enterprise · MarTech

Sequoia

Partnering with Corma: Closing the Defensive Cybersecurity GapSecurity · AI